Counter
Terminals, checkout flow, receipts, refunds, and the system beside the sale.
Review this contextCanadian Commerce Field Guide
Start with how your business runs.
Map where customers pay, what connects to the sale, and what needs to reconcile before you compare a new setup.
Operating contexts
Follow the work around the sale.
Each chapter starts with the operating conditions that shape a payment setup, then points to the closest current OmniPay route.
Table
Service speed, tips, modifiers, kitchen handoff, staff access, and end-of-shift close.
Review this contextOn the go
Mobile acceptance, connectivity, battery, receipts, and what happens when a signal drops.
Review this contextOnline
Checkout, invoices, recurring payments, plugins, and the route from order to confirmation.
Review this contextReconciliation
Deposits, fees, refunds, chargebacks, reports, and the books at day’s end.
Review this contextSupport
Installation, training, escalation, replacement hardware, and ownership when something fails.
Review this contextReview questions
Ask about the operation first.
These questions expose the work around a payment, not just the terminal or rate.
- 01Where do customers pay?
- 02What runs beside the payment?
- 03What has to reconcile at day’s end?
- 04Who owns the handoff when something fails?
Before the review
Bring the parts of the setup that affect the handoff.
- 01Current provider and contract
- 02POS or ecommerce platform
- 03Payment channels
- 04Reconciliation process
- 05Launch or change date
- 06People involved in setup and approval
Responsibility boundary
Know who owns each part.
OmniPay helps you review the setup and prepare the handoff. Product providers own their products, approvals, pricing, and service terms.
Bring the current setup. Leave with the right questions.
Tell us where customers pay, what you use today, and what needs to change.