TAP TAP GO
Write the commercial arrangement first
State the total commitment, number of payments, timing and what each payment covers. Ask the provider which billing options support that arrangement and what documentation is needed. Do not label a fixed project as a subscription merely because the interface makes recurring charges easy to set up. The customer should understand whether payments continue until cancellation or end after a defined schedule, subject to the actual agreement and applicable terms.
Keep changes visible to both sides
Explain how rescheduling, scope changes and cancellation requests are handled through the approved process. Ensure receipts and internal records connect payments to the relevant stage or service period. Obtain appropriate review of the contractual wording. Operational clarity makes collection easier: support staff can answer what remains due without interpreting an unclear recurring-payment setup or assuming that stopping a credential is the same as changing the underlying commercial agreement between the buyer and seller.
Hypothetical example
A hypothetical consultant sells a three-stage project. Instead of creating an open-ended recurring charge, she chooses a provider-supported arrangement that reflects the agreed stages and documents the remaining balance. The client can see how each payment relates to the project and when the schedule is expected to finish.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
Background reading — PCI Security Standards Council: merchant resources ↗Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
