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Question

Note

Payment Methods

Please describe your ideal payment workflow:

For exampleExample:

  • Customer visits your website, selects products, clicks “pay now”.

  • The customer enters payment information to pay for the product.

  • Payment is approved, and the customer is given the option to save card details  for future payments.

  • The product is dispatched.

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Question

Note

Resource

Portal Only

Funding is managed via the portal

/wiki/spaces/PE/pages/936903129

Settlement & Funding

API Integration (payout schedule)

Funding managed by Partner/Client

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Risk and Compliance

Disputes and Chargebacks

  1. Select all applicable Chargeback Management Options.

  2. Use the free form to describe how you currently manage your chargeback process and then click Next.

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Question

Note

Data Migration Required:

Yes or No

Direct:

Partner owns tokens

Current Processor:

Example:

  • First Data

  • Elavon

  • TSYS

  • WorldPay

Number of Tokens Under Migration:

How many tokens do we need to transfer

Migration Target Date:

Expected date to complete token migration

Outline Migration Plan:

Token Migration Process (import into Payrix)

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Partner/PF Launch Timeline

Projected Timeline

Question

Description

Implementation Kick-Off Call:

Date of first implementation call

Anticipated Integration Target Start Date:

When do you expect to start the integration

Anticipated Integration Target Finish Date:

Expected date to finalize integration

Target Beta Onboarded:

Estimated Target Beta Onboarded Date

Target Full Launch:

Target full launch date

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