Find the gaps before a processor freeze does
A free, practical checklist for auditing your own payment setup. Twelve specific things to verify, in order, before a freeze forces you to find out the hard way.
It never happens on a slow day
Processor freezes don't come with a warning shot. One day checkout works fine, the next a form-letter notice arrives and funds get held for 90 to 180 days while a review plays out.
There's no way to predict exactly when. Only that brands running a single processor, with no backup tested and ready, eventually find out the hard way.
The same audit we run for clients, in twelve questions
Every payments engagement we take on starts the same way: what's the reserve, is there a tested backup, is documentation ready, is there a non-card fallback if cards go down.
This checklist is that framework, condensed so you can run it yourself in about ten minutes, before you need it rather than during a freeze.
Four areas, twelve checks
Your primary processor
Do you actually know your reserve terms, and what triggers a review?
Your backup
Is your backup gateway tested, or just configured and hoped for?
Your documentation
Could you hand over what a processor asks for, today, without scrambling?
Your non-card fallback
If every card option went down at once, would checkout still work?
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