Choose the checkout flow
Separate store checkout, invoice links, and recurring billing. Identify your platform and version and how the payment connects to the order or customer. A payment request is not proof of a completed payment or fulfilled order.
Plugins and wallets
Review the documented connection for your exact software. WooCommerce has a published plugin for individual purchases; that does not establish Subscriptions or Bookings support. Apple Pay and Google Pay require activation or implementation and a compatible environment.
Delivery, cancellations, and disputes
Explain when you deliver products or services after collecting payment. Keep clear order references and define refunds and cancellations. Ask about account eligibility, transaction limits, reserves, and funding rather than assuming online sales receive the same terms as counter sales.
Test a full customer transaction
Use approved test data for successful and failed payments, refunds, order updates, and reconciliation. Check gateway, plugin, software, and support costs along with transaction charges. Confirm production activation before advertising a payment method.