{"title":"Standalone integration checklist","category":"default","creationDate":1779620071,"content":"<div class=\"additional-info-block output-inline\">\n<h5 class=\"article__heading additional-info-block__title\">Support<\/h5><div class=\"additional-info-block__body\"><p>Articles, FAQs, and requesting support: <a href=\"https:\/\/help.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">Adyen Help<\/a><\/p><\/div><\/div>\n\n<p>The Standalone solution lets you process payments through Adyen using our payment terminals without needing a POS app.<\/p>\n<p>Here we describe how you can build such a solution in a test environment before going live. Make sure you have read <a href=\"\/get-started-with-adyen\">Get started with Adyen<\/a>.<\/p>\n<h2>1. Set up your Adyen test account<\/h2>\n<p>After <a href=\"https:\/\/www.adyen.com\/signup\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">signing up for a test account<\/a>, you have access to your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">test Customer Area<\/a> where you can set up a structure for your Adyen account. What structure is best for you comes down to your business needs.<\/p>\n<p>You need to set up your account structure again when you go live, but the basic structure for the test environment should reflect the structure that you plan to have for your live environment.<\/p>\n<ol>\n<li>\n<p>Determine the structure of your Adyen account, based on our documentation about the company account, merchant accounts, and stores.<\/p>\n<\/li>\n<li>\n<p>Request the merchant accounts that you need. Provide as many details as possible and ensure you submit the correct documents and links. This will make the application process smoother and faster.<\/p>\n<\/li>\n<li>\n<p>If you require stores in your account structure, wait for confirmation that your merchant accounts are created and then submit your store request form.<\/p>\n<\/li>\n<\/ol>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Determine account structure<\/h6><p>Learn about the company account, merchant accounts, and stores.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure#request-merchant-accounts\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Create merchant accounts<\/h6><p>Add one or more merchant accounts.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure#create-stores\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Create stores<\/h6><p>Optional. Add one or more stores to your merchant accounts.<\/p><\/div><\/p><\/a><\/div>\n\n<h2>2. Order test payment terminals<\/h2>\n<p>Now it is time to focus on the devices for processing payments. These devices are sometimes referred to as pin entry devices (PED) or points of interaction (POI), but we call them terminals.<\/p>\n<ol>\n<li>\n<p>Choose the terminals that you want to use. Adyen has a wide range of terminal models for different business needs, but keep in mind that for compliance reasons a standalone terminal <em>must<\/em> have a built-in printer.<\/p>\n<\/li>\n<li>\n<p>When you know what terminals you want, it is time to order a test card and one or more terminals for testing.<\/p>\n<\/li>\n<\/ol>\n<p>It will take at least four business days before your terminals arrive.<\/p>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/managing-terminals\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Select terminals<\/h6><p>Choose one or more terminal models with a built-in printer.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/managing-terminals\/order-terminals#sales-order-steps\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Order terminals<\/h6><p>Order one or more test terminals and a test card.<\/p><\/div><\/p><\/a><\/div>\n\n<h2>3. Prepare your terminals<\/h2>\n<p>Before you can use your terminals, you need to configure them in your <a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure\/configure-features\">Customer Area<\/a> or using <a href=\"\/point-of-sale\/automating-terminal-management\/configure-terminals-api\/\">API calls<\/a>. You can do this at different levels: company account level, merchant account level, store level, and terminal level. Settings at the company level apply to all terminals under the company. Settings at the merchant account level override settings inherited from the company level, and so on.<\/p>\n<ol>\n<li>\n<p>Set up your terminals to operate as standalone terminals.<\/p>\n<\/li>\n<li>\n<p>Configure terminal settings and payment features. For example, you can add wallet payment methods or add branding to your terminals.<\/p>\n<\/li>\n<li>\n<p>Optional. Assign the test 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<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/standalone\/standalone-build\/set-up-standalone\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Set up standalone<\/h6><p>Make your terminals ready for use as standalone devices.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/design-your-integration\/determine-account-structure\/configure-features\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Configure features<\/h6><p>Add branding and set up payment features.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/managing-terminals\/assign-terminals#step-1-pre-assign-the-terminal-to-a-store\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Assign terminals<\/h6><p>Optional. Prepare your terminals for quicker boarding.<\/p><\/div><\/p><\/a><\/div>\n\n<h2>4. Get your terminals up and running<\/h2>\n<ol>\n<li>When you receive the test terminals, follow the steps in the manual for your terminal model to get the terminals up and running. The steps are to:\n<ul>\n<li>Inspect the terminal, to verify it has not been tampered with.<\/li>\n<li>Insert the receipt paper roll.<\/li>\n<li>Turn on the terminal.<\/li>\n<li>Connect the terminal to your network.<\/li>\n<li>Board the terminal.<\/li>\n<li>Test the connection with the Adyen payments platform.<\/li>\n<\/ul><\/li>\n<\/ol>\n<div class=\"next-steps\" id=\"next-steps\" style=display:block;>\n<a href=\"\/point-of-sale\/user-manuals\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Get terminals up and ready<\/h6><p>Connect and board the terminals when you receive them.<\/p><\/div><\/p><\/a><\/div>\n\n<p>Now you are ready to process your first test payment!<\/p>\n<h2>5. Test your Standalone solution<\/h2>\n<ol>\n<li>\n<p>Try out some transactions:<\/p>\n<ul>\n<li>Make payments using the test card and test terminal.<\/li>\n<li>Make a payment where you manually enter the card details from the test card.<\/li>\n<li>Cancel a payment.<\/li>\n<li>Refund a payment.<\/li>\n<\/ul>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/point-of-sale\/standalone\/standalone-use#make-a-payment\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Make a payment<\/h6><p>Make payments with your test terminal<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/standalone\/standalone-use#cancel\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Cancel a payment<\/h6><p>Cancel a transaction before it is completed.<\/p><\/div><\/p><\/a><a href=\"\/point-of-sale\/standalone\/standalone-use#refund\" class=\"next-steps__step\" style=\"width:29%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Refund a payment<\/h6><p>Issue a refund for a completed test payment.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n<li>\n<p>In your <a href=\"https:\/\/ca-test.adyen.com\/\" target=\"_blank\" rel=\"nofollow noopener noreferrer\" class=\"external-link no-image\">test Customer Area<\/a> go to <strong>Transactions<\/strong> &gt; <strong>Payments<\/strong> and look up your test transactions.<\/p>\n<\/li>\n<li>\n<p>Ensure your reconciliation is working.<\/p>\n<ul>\n<li>Download the Settlement details report automatically.<\/li>\n<li>Learn how to automate your payment reconciliation.<\/li>\n<li>If you are using Store IDs or currency conversion (DCC), <a href=\"\/reporting\/settlement-reconciliation\/transaction-level\/settlement-details-report\">add these fields to your reports<\/a>.<\/li>\n<\/ul>\n<div class=\"next-steps\" id=\"next-steps\" >\n<a href=\"\/reporting\/settlement-reconciliation\/transaction-level\/settlement-details-report\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Settlement details<\/h6><p>Download this report automatically.<\/p><\/div><\/p><\/a><a href=\"\/reporting\/settlement-reconciliation\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Automate reconciliation<\/h6><p>Learn how to automate your payment reconciliation.<\/p><\/div><\/p><\/a><\/div>\n\n<\/li>\n<\/ol>\n<h2>Going live<\/h2>\n<p>When you have finished testing, you first have to apply for a live account and sign the contract before you can take your Standalone solution live.<\/p>\n<div class=\"next-steps\" id=\"next-steps\" style=display:block;>\n<a href=\"\/get-started-with-adyen#apply-for-your-live-account\" class=\"next-steps__step\" style=\"width:45%;\" target=\"_self\"><p class=\"next-steps__body\"><div style=\"text-align: center;\"><h6 class=\"next-steps__title\">Go live with Adyen<\/h6><p>Apply for a live account and sign the contract.<\/p><\/div><\/p><\/a><\/div>\n\n<h2>See also<\/h2>\n<div class=\"see-also-links output-inline\" id=\"see-also\">\n<ul><li><a href=\"\/get-started-with-adyen\"\n                        target=\"_self\"\n                        >\n                    Get started with Adyen\n                <\/a><\/li><\/ul><\/div>\n","url":"https:\/\/docs.adyen.com\/point-of-sale\/standalone\/standalone-build\/standalone-checklist","articleFields":{"description":"Checklist for setting up an in-person payments solution with standalone Adyen payment terminals.","last_edit_on":"25-09-2020 10:17"},"algolia":{"url":"https:\/\/docs.adyen.com\/point-of-sale\/standalone\/standalone-build\/standalone-checklist","title":"Standalone integration checklist","content":"\nSupportArticles, FAQs, and requesting support: Adyen Help\n\nThe Standalone solution lets you process payments through Adyen using our payment terminals without needing a POS app.\nHere we describe how you can build such a solution in a test environment before going live. Make sure you have read Get started with Adyen.\n1. Set up your Adyen test account\nAfter signing up for a test account, you have access to your test Customer Area where you can set up a structure for your Adyen account. What structure is best for you comes down to your business needs.\nYou need to set up your account structure again when you go live, but the basic structure for the test environment should reflect the structure that you plan to have for your live environment.\n\n\nDetermine the structure of your Adyen account, based on our documentation about the company account, merchant accounts, and stores.\n\n\nRequest the merchant accounts that you need. Provide as many details as possible and ensure you submit the correct documents and links. This will make the application process smoother and faster.\n\n\nIf you require stores in your account structure, wait for confirmation that your merchant accounts are created and then submit your store request form.\n\n\n\nDetermine account structureLearn about the company account, merchant accounts, and stores.Create merchant accountsAdd one or more merchant accounts.Create storesOptional. Add one or more stores to your merchant accounts.\n\n2. Order test payment terminals\nNow it is time to focus on the devices for processing payments. These devices are sometimes referred to as pin entry devices (PED) or points of interaction (POI), but we call them terminals.\n\n\nChoose the terminals that you want to use. Adyen has a wide range of terminal models for different business needs, but keep in mind that for compliance reasons a standalone terminal must have a built-in printer.\n\n\nWhen you know what terminals you want, it is time to order a test card and one or more terminals for testing.\n\n\nIt will take at least four business days before your terminals arrive.\n\nSelect terminalsChoose one or more terminal models with a built-in printer.Order terminalsOrder one or more test terminals and a test card.\n\n3. Prepare your terminals\nBefore you can use your terminals, you need to configure them in your Customer Area or using API calls. You can do this at different levels: company account level, merchant account level, store level, and terminal level. Settings at the company level apply to all terminals under the company. Settings at the merchant account level override settings inherited from the company level, and so on.\n\n\nSet up your terminals to operate as standalone terminals.\n\n\nConfigure terminal settings and payment features. For example, you can add wallet payment methods or add branding to your terminals.\n\n\nOptional. Assign the test terminals to a store. This makes it easier to get your terminals up and running when you receive them.\n\n\n\nSet up standaloneMake your terminals ready for use as standalone devices.Configure featuresAdd branding and set up payment features.Assign terminalsOptional. Prepare your terminals for quicker boarding.\n\n4. Get your terminals up and running\n\nWhen you receive the test terminals, follow the steps in the manual for your terminal model to get the terminals up and running. The steps are to:\n\nInspect the terminal, to verify it has not been tampered with.\nInsert the receipt paper roll.\nTurn on the terminal.\nConnect the terminal to your network.\nBoard the terminal.\nTest the connection with the Adyen payments platform.\n\n\n\nGet terminals up and readyConnect and board the terminals when you receive them.\n\nNow you are ready to process your first test payment!\n5. Test your Standalone solution\n\n\nTry out some transactions:\n\nMake payments using the test card and test terminal.\nMake a payment where you manually enter the card details from the test card.\nCancel a payment.\nRefund a payment.\n\n\nMake a paymentMake payments with your test terminalCancel a paymentCancel a transaction before it is completed.Refund a paymentIssue a refund for a completed test payment.\n\n\n\nIn your test Customer Area go to Transactions &gt; Payments and look up your test transactions.\n\n\nEnsure your reconciliation is working.\n\nDownload the Settlement details report automatically.\nLearn how to automate your payment reconciliation.\nIf you are using Store IDs or currency conversion (DCC), add these fields to your reports.\n\n\nSettlement detailsDownload this report automatically.Automate reconciliationLearn how to automate your payment reconciliation.\n\n\n\nGoing live\nWhen you have finished testing, you first have to apply for a live account and sign the contract before you can take your Standalone solution live.\n\nGo live with AdyenApply for a live account and sign the contract.\n\nSee also\n\n\n                    Get started with Adyen\n                \n","type":"page","locale":"en","boost":16,"hierarchy":{"lvl0":"Home","lvl1":"In-person payments","lvl2":"Standalone solution","lvl3":"Build a standalone solution","lvl4":"Standalone integration checklist"},"hierarchy_url":{"lvl0":"https:\/\/docs.adyen.com\/","lvl1":"https:\/\/docs.adyen.com\/point-of-sale","lvl2":"https:\/\/docs.adyen.com\/point-of-sale\/standalone","lvl3":"https:\/\/docs.adyen.com\/point-of-sale\/standalone\/standalone-build","lvl4":"\/point-of-sale\/standalone\/standalone-build\/standalone-checklist"},"levels":5,"category":"In-person payments","category_color":"green","tags":["Standalone","integration","checklist"]}}
