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Go-Live Checklist

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We provide a go-live checklist for every integration to ensure the best experience for you and your B2B buyers after the go-live. You can use this checklist for integrations via Klarna, Mollie and Adyen and Stripe.

Please use the following checklist to ensure smooth operation and the best shopping experience for your B2B buyers. Include your respective teams early in the process to ensure a frictionless go-live.

Checkout Implementation

  • For orders with Billie, the “automatic captures” should be deactivated and switched to “manual captures” after shipping.
  • At capture submit the invoice and the tracking information to Billie.
  • Ensure Billie is properly displayed in your checkout with the correct Billie Checkout Badge.
  • Ensure you use the correct Billie Payment description in your checkout.

Note: By default, Billie will be configured in the ideal setup. Follow our checkout design guide for a detailed setup of your checkout integration. As the preferred payment method in B2B, we recommend displaying Billie as first and default payment option for business customers.

Invoices & Other Notifications

  • Remove your bank details on invoices and clearly state Billie as a payment method when customers pay via Billie. If you like bank details to populate in your invoice, please reach out to Billie directly.
  • Update any other order related notifications that state a payment method when customers pay via Billie.

Note: We recommend that you include a note on your invoices that your IBAN has changed for B2B buyers. Many business customers save payment information in their systems, and need to update them accordingly.

Educate your Teams

  • Make sure your operational teams know about your new payment method.
  • Share Billie’s FAQ articles with your support team.

Note: This step is important to ensure smooth internal and external communication.

Website Implementation

  • Implement Billie in your payment method overview in your footer.
  • Add Billie FAQs to your payment page overview or create a dedicated landing page.

Note: Make sure your customers know which payment methods are available and help them with potential open questions to ensure the best payment experience.

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Conversion Optimization

Maximize the business impact of your Billie integration by optimizing your website and letting your customers know they can pay flexibly with Billie. Our best practice guides are designed to help you get the most out of your Billie integration.

Optimize your integration >>

Updated 19 days ago