"Keep your shop software: verify the payment connection first"
"Source","https://bluefinchadvisors.com/blog/shop-management-software-processing-compatibility-review"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Required workflow","Current system","Supported proposed route","Evidence or test","Fallback impact","Decision owner","Missing required fields"
"Apply remote payment to invoice","Current shop system","Confirm supported connection","Sandbox or approved test","Manual matching if no connection","Owner and office manager","None"

"Use this worksheet"
"Use one row for each item described in the article."
"Record the source, unresolved difference and next action before marking an item complete."
"Review the actual business records separately. This worksheet does not connect to accounts or change your records."

"Sources"
"Stripe: payout reconciliation report","https://docs.stripe.com/reports/payout-reconciliation"
"FTC: protecting personal information","https://www.ftc.gov/business-guidance/resources/protecting-personal-information-guide-business"