{"title":"Standalone go-live checklist","category":"default","creationDate":1598359380,"content":"
\n
Support<\/h5>

Articles, FAQs, and requesting support: Adyen Help<\/a><\/p><\/div><\/div>\n\n

The Standalone solution lets you process payments through Adyen using our payment terminals without needing a POS app.<\/p>\n

Here we describe how you can take your Standalone solution live. Make sure to read the requirements for your live account application<\/a>.<\/p>\n

1. Set up your Adyen live account<\/h2>\n

After you have applied for your live account<\/a> and signed the contract<\/a> you can begin setting up your Adyen live account.
\nThe structure from your test account is not copied over. This means you need to set up a structure for your live account from scratch, using your live Customer Area<\/a>.<\/p>\n

    \n
  1. \n

    Request the merchant accounts that you need, providing as many details as possible and ensuring you submit the correct documents and links. The usual processing time is around four business days.<\/p>\n<\/li>\n

  2. \n

    Optional. If you want to add stores to your account structure, wait for confirmation that your live merchant accounts are created and then submit your store request form. The usual processing time is around two business days.<\/p>\n<\/li>\n<\/ol>\n

    \n

    Create merchant accounts<\/h6>

    Add one or more merchant accounts.<\/p><\/div><\/p><\/a>

    Create stores<\/h6>

    Optional. Add one or more stores to your merchant accounts.<\/p><\/div><\/p><\/a><\/div>\n\n

    2. Review your finance settings<\/h2>\n
      \n
    1. \n

      Receive payouts from Adyen:<\/p>\n

        \n
      1. Provide information about the bank accounts where you want to receive the payouts from Adyen. If you are accepting payments in multiple currencies, you can add a separate bank account for each currency.<\/li>\n
      2. Optionally change the payout schedule in your Customer Area<\/a> > Finance<\/strong> > Payout model<\/strong>.
        \nThe default is Sales-Day payout. With this schedule, we pay out funds on a daily basis (from Monday to Friday), with transactions processed on a single day paid out in one batch.<\/li>\n<\/ol>\n
        \n

        Add payout accounts<\/h6>

        Add the bank accounts where you want to receive payouts from Adyen.<\/p><\/div><\/p><\/a>

        Review payout schedule<\/h6>

        Optionally switch from Sales-Day payout to another payout schedule.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n

      3. \n

        Use reports for reconciliation:<\/p>\n

          \n
        1. Set up automatic generation and downloading of reports.<\/li>\n
        2. Use the Settlement details report to reconcile your accounts on a transaction level.<\/li>\n
        3. Consider automating your reconciliation process.<\/li>\n<\/ol>\n
          \n

          Automate reporting<\/h6>

          Automate the process of generating and downloading reports.<\/p><\/div><\/p><\/a>

          Settlement details<\/h6>

          Use this report for reconciliation on transaction level.<\/p><\/div><\/p><\/a>

          Automate reconciliation<\/h6>

          Learn how to automate your payment reconciliation.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n

        4. \n

          Consider setting up a Reserve and auto-funding.
          \nYour Reserve is used for refunds and other operational expenses in case of insufficient in-process funds. To make sure there's always enough balance available on your account for refunds, you can also set up auto-funding.<\/p>\n

          \n

          Set up a Reserve<\/h6>

          Make sure that you have a Reserve to cover refunds and expenses.<\/p><\/div><\/p><\/a>

          Set up auto-funding<\/h6>

          Make sure that your Reserve doesn't drop below a configured value.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n<\/ol>\n

          3. Order live payment terminals<\/h2>\n

          Your test terminals are for testing purposes only. They cannot process live payments. This means you need to order new terminals from your live Customer Area<\/a>.<\/p>\n

            \n
          1. Order the terminals that are needed in your physical stores.<\/li>\n<\/ol>\n
            \n

            Order terminals<\/h6>

            Order live terminals to be used in your stores.<\/p><\/div><\/p><\/a><\/div>\n\n

            It usually takes around four business days before your terminals arrive.<\/p>\n

            4. Prepare your terminals<\/h2>\n

            The terminal settings from your test environment are not copied over. This means you need to configure your live terminals from scratch in your Customer Area<\/a> or using API calls<\/a>. You can configure settings at the company account level, the merchant account level, the store level, or the terminal level.<\/p>\n

              \n
            1. \n

              Set up your terminals to operate as standalone terminals.<\/p>\n<\/li>\n

            2. \n

              Configure terminal and payment features. For example, you can add wallet payment methods or add branding to your terminals.<\/p>\n<\/li>\n

            3. \n

              Optional. Assign the terminals to a store. This makes it easier to get your terminals up and running when you receive them.<\/p>\n<\/li>\n<\/ol>\n

              \n

              Set up standalone<\/h6>

              Make your terminals ready for use as standalone devices.<\/p><\/div><\/p><\/a>

              Configure features<\/h6>

              Add branding and set up payment features.<\/p><\/div><\/p><\/a>

              Assign terminals<\/h6>

              Optional. Prepare your terminals for quicker boarding.<\/p><\/div><\/p><\/a><\/div>\n\n

              5. Get your terminals up and running<\/h2>\n
                \n
              1. When you receive a terminal, follow the steps in the manual for your terminal model to get it up and running. The steps are to:\n