The short version
- Get written approval for the program, payment methods, mobile use and remote channels.
- Update the handoffs between bookings, work orders, invoices, receipts, refunds and warranties.
- Test deposits, debit, wallets, mobile connectivity, packages and partial credits.
- After launch, review the first customer questions and complete statements.
A setup that works at the counter may still fail online or on a mobile job. Test booking, deposits, check-in, product and vehicle records, extra work, final payment, receipts, care, warranty and refunds. Include a mobile appointment if you offer that service.
Use this checklist with your processor or acquirer and professional advisors. It covers operations and does not replace a review of your state's payment rules or tint law.
Use with this guide
Tint dual pricing: test the booking and pickup prices
Test tint booking and pickup prices before launching dual pricing. Use the channel acceptance sheet for deposits, method changes and the complete customer total.
Browse the complete window tint guides and worksheets.
Check your own costs: calculate your effective processing rate or upload a merchant statement for analysis.
Check the payment offer in writing
- Use complete statements and settled card volume to calculate the current effective rate.
- Break out credit, debit, cash, checks, ACH, financing, refunds and unpaid bookings.
- Get every remaining fee, equipment term, contract term, cancellation term and remote-payment cost.
- Check credit, debit, prepaid, wallets, keyed cards, booking links, mobile terminals, voids and refunds.
- Review how every approved channel displays and explains the prices.
Update every step the customer uses
Keep one current amount due across the booking software, work order, terminal and final invoice. These systems shouldn't produce different totals for the same job.
- The website, booking page, deposit terms and confirmation.
- Work orders identifying the vehicle, glass, film, shade, service and applicable acknowledgment.
- Change orders for removal, PPF, coating or other extra work.
- Mobile work orders and payment requests, where used.
- Final invoices, receipts, care instructions, product records and warranty paperwork.
- Records of cancellations, no-shows, refunds and warranty remedies.
Test the payments and exceptions your shop handles
Run an online deposit, in-person credit sale, debit, prepaid, digital wallet, mobile terminal, remote link, split payment, added package, void, full refund, partial refund, transferred deposit and warranty visit with no retail charge.
Check that prices appear before payment, the terminal identifies the method correctly, deposits apply only once, receipts agree with the invoice and credits return the expected amount.
Train booking staff, installers and the front counter together
Practice no-show questions, upgrades, debit payments, mobile connection problems, split payments, cancellation refunds and warranty concerns. Show staff where to find the current price and when to stop and ask for an answer.
Assign responsibility for booking text, signs, terminal settlement, refunds, chargeback notices, warranty records and statement review. Write down whom to contact for help.
Check the first week and first three statements
- Match booking amounts to work orders, terminal amounts, receipts and settlements.
- Check how debit, prepaid, wallets, mobile and remote payments were handled.
- Review deposits, reschedules, packages, voids and refunds.
- Listen for explanations that don't match the approved documents.
- Calculate the new effective cost, including all remaining fees.
- Record questions and fix the document, system or training behind them.
Questions business owners ask
Can we launch before updating the booking page?
A booking page that takes payment is part of the launch. Update and test it before taking live deposits through the new program.
What if a wallet charges the wrong amount in testing?
Stop and ask the provider to fix or explain the configuration in writing. Staff shouldn't have to guess which card is in the wallet.
Do we use the terminal for warranty work?
Only if a legitimate customer charge is due under the warranty and shop policy. Don't create a retail payment just to close a work order.
Primary sources
BlueFinch last reviewed these sources on August 11, 2026. Payment rules and state requirements can change.
- Visa: Merchant Surcharging FAQs
- Mastercard Rules
- Visa: Dispute Resolution Guidelines for Merchants
- 3M: Automotive Window Film Warranty Information
- International Window Film Association: Dealer Resources
Use this page for general business information. It is not legal, tax, or accounting advice.