Use this checklist to organize responsibilities from discovery through first deposit.
Written and reviewed by Raied Muheisen · Last reviewed June 21, 2026
Discovery
- ☐ Document business type, locations and payment channels
- ☐ Record volume, average ticket and seasonal patterns
- ☐ List current equipment, software and integrations
Application readiness
- ☐ Confirm the provider-required document list
- ☐ Use approved methods for sensitive information
- ☐ Review ownership, banking and business details for accuracy
Proposal review
- ☐ Separate pricing model, recurring fees and equipment
- ☐ Review contract, lease, replacement and cancellation questions
- ☐ Identify provider, processor and support responsibilities
Activation
- ☐ Confirm approval conditions and funding terms
- ☐ Configure and test equipment
- ☐ Train users and verify first settlement
Important boundaries
This resource is general information. Provider requirements, product capabilities, pricing, approval, legal obligations and implementation responsibilities vary. It does not guarantee savings, approval or results.