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What are the best practices for switching between payment providers?

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Locate: Manage > Ecommerce Setup > Payment
Prerequisites:  

  • Admin permissions to manage Payment Providers.
  • Payment provider integrations are available to both accounts using items (Inventory > Items), a key feature of our classic version of Checkfront, and accounts using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

In this article, we look at the best practices and high-level steps for switching Payment Providers.

 

Learn More

For detailed instructions on enabling and disabling Payment Providers, please select from the following list.

 

Tips for switching between payment providers

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Do you want to switch from your currently enabled Payment Provider and are wondering about the best way to do so? If yes, then consider the following tips and best practices.

  • Make the switch either late at night or early in the morning when Customers are not likely to make bookings.
  • Disable the Customer-facing reserve page temporarily during the switch (while continuing to allow Staff and API bookings to take place). Re-enable the reserve page when the switch is complete.
  • Reconfigure the Ecommerce settings and taxes as necessary after switching.
  • Process a live test payment when the switch is complete ( ~$1 minimum).

 

Switching between payment providers

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The following are high-level steps for switching between Payment Providers. The process may vary slightly depending on the Payment Providers involved. 

  1. Enable the new payment provider (e.g. Adyen) in test/sandbox mode.
  2. When you are ready to go live, disable your existing payment provider (e.g. Authorize.net). 
  3. Enable your new payment provider (e.g. Adyen), by deselecting test/sandbox mode. 

 

Learn More

For detailed instructions on enabling and disabling Payment Providers, please select from the following list.

 

Alert

Refunds for transactions made through a previously enabled Payment Provider are not possible, as the integration is no longer active.

Any refunds need to be applied outside of Checkfront, and from the Payment Provider dashboard itself if supported.

A refund processed outside of Checkfront can be added as a POS payment to the booking.

 

 

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