Make disclosure part of the checkout
- Customers should see the applicable cash and card pricing before completing the purchase.
- The POS should display pricing consistently with signage, menus or invoices.
- Receipts should clearly reflect the amount the customer agreed to pay.
- Staff should not have to manually calculate the difference.
Test tax and tip behavior
- Confirm how taxes are calculated under the selected pricing model.
- Restaurants and service businesses should test tips and gratuities.
- Partial refunds, voids and split payments should be tested before launch.
- Multi-location merchants should confirm configuration consistency across sites.
Look at operational fit
- Retail businesses may need barcode scanning, inventory and fast checkout.
- Restaurants may need table service, modifiers, kitchen routing and tip workflows.
- Service businesses may need invoicing, appointments or mobile checkout.
- The pricing program should fit the business workflow rather than force the workflow to fit the program.
Evaluate reporting
- Reports should make it clear how cash and card transactions are being recorded.
- Accounting exports should reconcile to deposits and settlement.
- Managers should be able to review pricing-program activity by location or employee where needed.
- Refunds and adjustments should remain understandable in reporting.
Confirm program rules before deployment
- Processor and card-network requirements should be reviewed before launch.
- Applicable state and local legal requirements should be considered.
- The merchant should understand how the POS labels the program and what customers will see.
- Training and signage should be ready before the first live transaction.