❏ Shop/Online Sale (Update Store) - DATE
- Notes
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Template to fill out over the phone with Clients for Shopping Cart Order (Make Copy)
Payment Portals & Shop Shares (Tools for getting Merchant Processor Access)
https://support.stripe.com/questions/invite-team-members-or-developers-to-access-your-stripe-account
https://account.authorize.net/help/Merchant_Interface_RoboHelp_Project.htm#account/User_Administration/Add_a_New_User_Account.htm
https://squareup.com/help/us/en/article/5591-get-started-with-employee-management
Email of client contact:
Date shop goes live:
Date shop goes back into drafts (or stays up):
URL of shopping cart:
Does the client have a WPEngine site?
Do we have access to their domain dns records?
Do they have any active payment processor account? If yes. Please share the name.
Will they be selling any physical products? Or any products that will have tax?
Graphic Order
Types of graphics needed:
Design requests:
Preferred template- please drop canva link (optional):