# Prepare payment and financial reporting workflows

For the authorised manager and accounting reviewer. Confirm the business,
location, provider account and environment before configuration or testing.

| Task                          | Guide                                                                | Verify                                                                 |
| ----------------------------- | -------------------------------------------------------------------- | ---------------------------------------------------------------------- |
| Connect and select providers  | [Payment setup](/payments/payment-setup)                             | Intended business account, local assignment and supported capabilities |
| Offer payment methods         | [Payment methods](/payments/payment-setup#payment-methods)           | Staff-only/archive state and actual checkout                           |
| Set service/tip presentation  | [Location General](/settings/location/general)                       | Agreed policy and displayed totals                                     |
| Configure taxes               | [Tax controls](/payments/taxes)                                      | Price treatment, scope and authorised tax review                       |
| Collect booking requirements  | [Booking payments](/reservations/deposits-cancellations-and-changes) | Hold versus capture, acceptance, refund/fee and guest terms            |
| Read trading and cash         | [Daily reports](/daily-reports)                                      | Billed, taken, cash, held values and estimate labels                   |
| Review TablePort subscription | [Billing](/payments/billing)                                         | Subscription, usage, invoice adjustments, amount due and payment state |

Use an agreed provider test environment and owned test records. Do not use real
guest charges, refunds or unannounced service tickets merely to test
configuration. A provider connection, method switch, printed receipt, and bank
settlement are separate outcomes to verify.

At service, inspect the existing transaction after uncertainty before another
charge/refund. At billing review, inspect an existing invoice/payment in
progress before paying again. Use [Payment recovery](/troubleshooting/payments);
do not void legitimate orders or invent cash/credits to make balances look
correct.

Keep legal-entity, tax, payment-provider and billing authority specific to the
restaurant business and applicable agreement. No shared credential, company
ownership or software default establishes another company's approval.