Requirements checklist
What to ask for when choosing software for payment service providers.
A checklist built from how payment service providers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Merchant onboarding file
- Rate cards and pricing
- Settlement runs
- Reconciliation against partner files
- Refunds and holds
- Chargeback and dispute desk
- Merchant statements and support view
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Onboarding stalls on documents
- Rate cards sit in a sheet
- Settlement does not match the bank
- Chargeback deadlines slip
- Merchants ring to ask about money
Prefer to talk it through? See the payment service providers page.