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Step 3 of migrating from TWICE 1.0. Start this first, out of order if you need to. If you are applying for a new payment account, the verification is outside your control and it is the single item most likely to move your switch date.

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Connect the account

Connect card payments under Settings → Payments. Connect your existing Stripe account, or create a new one at stripe.com. Add offline methods if you accept them — pay on collection, invoice, and so on. These appear at checkout but are handled and reconciled manually.
Your 1.0 payment connection does not carry over, and deposits held in 1.0 stay in 1.0. You release them from the 1.0 order, not from 2.0 — see step 9.

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Prove a live payment before you switch

Take a payment on a real card in live mode, then refund it. A test-mode payment proves the integration is wired up. It does not prove your account is verified, that payouts will arrive, or that the money reaches the right bank account. Only a real transaction does that, and it is cheap to run. Do the same for deposits if you take them: place a hold on a real card and release it.

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Done when

  • Payments are connected and verification is complete.
  • Every payment method you use is enabled and appears at checkout.
  • Deposits are configured on the checkouts that take them, and a hold and a release have been tested.
  • A live-mode payment has been taken and refunded.
  • You know which 1.0 deposits are still open and where to release them.

Payments

Payment providers, methods and how they appear at checkout.

Deposits

How a deposit is held and released.

Take payment

Taking and recording a payment on an order.

Migrating from TWICE 1.0

The full sequence this step belongs to.