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Going Live

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Payter strongly recommend a single terminal is initially deployed as part of a Live Proving process. The Test and Staging environments are unable to simulate every possible problem, with key areas such as the operational payment acceptance path only being accessible once Live.

Operational Preparation​

Payter can take you through some key steps prior to going live in both a pilot and a business as usual process.

Confirm the Merchant of Record and Billing Entity​

Payter will bill for recurring services, and this should be the same entity that receives the proceeds of payment card acceptance i.e. the Merchant of Record. The relationship that the Merchant of Record has with their chosen Acquirer should be fully in place at this point.

Establish Domain Configuration​

Domains are the hierarchy used in MyPayter to sort and organise Merchant terminal estates. Depending on the solution's route to market, there can be complex requirements. Integrators should work with Payter to determine what this looks like, and Payter can ensure it is implemented in advance of going Live.

Create & Apply Configuration Templates​

Where custom configuration is required, Payter will work with the Integrator to confirm what needs to be applied to their new terminals, and at what stage:

  • Prior to shipping from Payter
  • On Activation
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Template application may incur additional costs during ordering or activation.

Communication configuration​

Special attention should be paid to any custom communication requirements e.g. 3rd Party SIM APN settings or Static IP requirements. These usually need to be applied by Payter at prior to shipping to ensure a smooth commissioning process.

Live Proving Support​

Payter will supply support for most Live Proving, through both the Integration Support team and the Customer Success team. Key milestones are:

Acquirer and Merchant of Record Validation​

  • Live Payments are successfully authorized and completed
  • Funds are successfully settled into Merchant of Record bank accounts
  • Optionally, reconciliation is completed.

Solution Validation​

Most eventualities should be covered in the tests that were mandatory. In Live, a wider range of responses can be expected however.

Cardholder Feedback

In the Payment Industry, it is only Cardholder's Card Issuers who should be providing detailed transaction feedback.

Outcome feedback is an attack vector for fraudsters.

Payter's reporting suite can give additional context to payments attempts which have failed, but we do not recommend this feedback is passed on to cardholders.

In 100% of cases, Payter recommend that Merchants refer the Cardholder to their Issuer for more information.

Go Live Support​

Following a successful Live Proving, Payter can provide further assistance on future success using the solution.

MyPayter Training​

In many cases, Merchants and Integrators will be using MyPayter to manage their Payter terminal estate. Payter can provide training on all aspects of MyPayter including User Access, Transaction Reporting, and ongoing Estate Management and Configuration. We offer this on an optional basis; Our 1st Line Support team can provide direct assistance with most requests once live.

Ordering Hardware & Accessories​

Payter's Customer Success or Sales teams will ensure you are able to order any additional terminals or accessories that you might need.

Terminal Onboarding & Activation​

Payter terminals will need to be activated before they can be used in a live environment. This configures the terminal for the correct Merchant of Record and acquiring contract, applies other live configuration parameters, and triggers recurring billing for Payter services. Payter's Customer Success team are able to ensure Integrators or their Sales agents have all they need to be able to complete this process. In some cases, this is simply validating online help guides, whilst in others it can be direct training of 3rd party team members.

Contact & Support Matrix​

Finally, Payter will provide Integrators with our agreed ongoing support contacts. This ensures any issues that are raised or need escalating can be done in the most efficient way, leading to better customer outcomes. We will also share the expected timelines on the Solutions transition to Business as Usual (BAU), which is covered in the next section in more detail.