GREYHAVENPAYMENTS

Resource Guide

Integration Checklist

A build-ready guide to move from payment design to stable production without preventable launch issues.

Updated March 5, 2026 • 10 min read

Why integrations fail in production

Most failures are not code syntax problems. They are workflow gaps between engineering, operations, support, and finance. This checklist helps teams align responsibilities before launch so payment incidents do not become revenue incidents.

1. Pre-build alignment

Before implementation starts, align on checkout behavior, risk boundaries, and ownership. This removes most late-stage launch blockers.

  • What payment methods must be supported at launch versus phase two?
  • Which transaction states must be visible to support and finance in real time?
  • What decline, retry, and timeout behavior is required for your user experience?
  • Who owns launch-day incident response across engineering and operations?
  • Confirm checkout flow and transaction types.
  • Define compliance and risk requirements.
  • Set launch owners and escalation contacts.

2. Build and validation

Treat QA as an operating simulation, not a pass/fail checklist. You are validating system behavior under real transaction scenarios.

  • Validate successful payments and decline scenarios.
  • Test refunds, voids, retries, and idempotency behavior.
  • Verify webhooks and reporting reconciliation.

Recommended QA matrix

  • Successful payment authorization and capture
  • Hard decline and soft decline behavior
  • Duplicate submit and idempotency handling
  • Refund, void, and partial adjustment workflows
  • Webhook delivery, replay, and reconciliation consistency

3. Launch readiness

  • Document support runbooks for common payment issues.
  • Confirm alerting and monitoring for transaction anomalies.
  • Prepare post-launch review for first 30 days.

First 7 days after go-live

  • Confirm monitoring dashboards and alert routing are active.
  • Run live smoke tests across desktop and mobile checkout paths.
  • Validate settlement and reconciliation in finance reporting.
  • Document known issues with owner and next review date.

4. Day 30 review: prove stability

At day 30, compare expected versus actual performance. Review approval rate, support ticket volume, settlement accuracy, and dispute trends. Use findings to prioritize your next integration iteration.

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