Review funding, reserve, and fee reports together
Reconcile the bank deposits against funded batches and compare your merchant statement with the agreement. Check the reserve balance and expected release dates where applicable. Carry disputed adjustments to the following month until the processor confirms they have been resolved.
Check customer-facing payment outcomes
- Review declines, missing order updates, duplicate payments, and refund turnaround from your own records.
- Review dispute causes with fulfillment and support so recurring issues are assigned.
- Compare any recent checkout updates with changes in payment behavior before changing gateway settings.
Keep your processor informed when the business changes
Review changes in domains, legal entity, catalog, fulfillment, and expected volume. Refer to the account agreement for what must be reported and how. Keep a dated note of the provider’s response and the affected account or channel.
Sources and further reading
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