Payment Setup Checklist
Provides a thorough checklist to ensure all payment methods and gateway configurations operate reliably before launching or scaling promotions.
Before You Begin
- Obtain your merchant account credentials for any connected payment gateways.
- Ensure store currency and tax settings are properly configured.
Step-by-Step Instructions
Step 1: Verify Enabled Payment Methods
Check your Admin Panel payment settings to confirm active methods match the options you intend to offer shoppers.
Step 2: Confirm Settlement Bank Account Details
Ensure your commercial bank account and tax identification details are verified with your payment gateway provider.
Step 3: Test Checkout with a Real Transaction
Place a small test order on your live storefront to confirm the payment gateway captures transactions smoothly and redirects to the order success page.
Step 4: Review Order Notifications
Confirm that order confirmation alerts and merchant notifications trigger correctly upon successful payment completion.
What You Should See
- All active payment options functioning smoothly with verified settlement pathways.
Common Problems & Troubleshooting
Problem: Test Payment Fails with Gateway Error
Solution: Verify that your payment gateway API keys or account status are set to live production mode rather than test or inactive status.