Payment processing review checklist

Use this checklist to prepare a review of processing costs and operating fit.

Describe the business

Website and products: ____________________

Markets, currencies, and sales channels: ____________________

Processor and gateway: ____________________

Priorities: cost / acceptance / subscriptions / payouts / redundancy

Collect the information

Recent monthly statements with business identifiers redacted where appropriate.
Monthly processed volume, transaction count, refunds and disputes.
Card-present versus online mix and relevant cross-border activity.
Subscription, retry, account updater, and reconciliation requirements.
Current fee schedules and contract renewal terms.
Known approval-rate or checkout issues, with dates and affected flows.

Do not upload cardholder data, bank credentials, or passwords through an inquiry form. Rebar will arrange the appropriate way to review documents.

What the review should answer

Which charges drive the effective cost?
Which operational requirements need attention?
Which changes are feasible under provider eligibility and contracts?

Rebar payments advisory has no upfront or ongoing Rebar fees. Rebar may receive compensation from processing partners when eligible referred merchants transact. Provider fees and eligibility requirements apply.

Discuss a payments review