Payment Gateway Cutover and Rollback Checklist

Create a run sheet with named owners

Record the change window, the person applying the settings, the observer, and the processor support contact. Capture the last verified configuration using your organization’s approved process. Save the tests and findings that support the go-live decision.

Track which system owns each payment

• Record the switch time and note the time zones used by the store and gateway.
• Check for outstanding authorizations, pending payments, refunds, and open dispute cases on the old provider.
• Keep an order-to-provider reference so support can find the original transaction after checkout changes.

Choose rollback triggers and follow-up checks

Agree in advance which observations stop the launch. Examples include a missing payment method, an approved charge that fails to update an order, or errors across supported devices. Restore only a configuration that remains approved, and reconcile unresolved payment attempts before asking shoppers to try again.