Payment System Setup Checklist
Set up a complete payment system for your service business — from processor connection to deposits, invoicing, and refunds.
Payment System Setup Checklist This free checklist covers 16 items across 4 sections to help you complete every step without missing anything. Browse all scheduling checklists.
Your Checklist
16 items across 4 sections
1Payment Processor Connection4 items
- Stripe, Square, or PayPal account created and verified
- Payment processor connected to scheduling platform
- Bank account linked for payouts
- Test transaction completed successfully
2Payment Rules4 items
- Payment type per service defined (full, deposit, optional)
- Deposit amounts set (flat fee or percentage)
- Tipping enabled for applicable services
- Card-on-file requirement configured for new clients
3Invoicing & Receipts4 items
- Automatic receipt emails enabled
- Invoice template customized with business branding
- Remaining balance collection method defined
- Tax calculation configured for applicable regions
4Refunds & Disputes4 items
- Refund policy defined and documented
- Automatic refund rules set for policy-window cancellations
- Manual refund approval workflow for exceptions
- Dispute/chargeback response process documented
Tips for Success
Use Stripe's test mode to run a complete booking with payment before going live.
Set up automatic receipts from day one — clients expect digital proof of payment.
Keep your refund policy simple: full refund if cancelled within the window, no refund outside it.
Enable tipping during checkout for personal service businesses. The average tip through digital payments is higher than cash.
Frequently Asked Questions
Which payment processor should I choose?
Stripe is the most popular for scheduling platforms due to its reliability and broad payment method support.
Are there per-transaction fees?
SchedulingKit does not charge per-transaction fees. Standard processor fees (typically 2.9% + $0.30) apply from Stripe or Square.
How long until I receive funds?
Stripe deposits funds within 2-3 business days. Square offers next-day deposits on most plans.
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