LUMORA TECH — PROJECT CHECKLIST
PAYMENT API INTEGRATIONS

Lumora Tech connects payment vendor APIs with websites, CRM systems and client portals. The work can cover payment initiation, provider events, status updates and reconciliation, subject to the selected vendor’s interfaces and account permissions.

WHAT TO SCOPE
[ ] Supported payment methods and the client or staff action that initiates a payment.
[ ] Transaction references, event handling and consistent payment states.
[ ] CRM, portal and finance updates linked to the correct customer record.
[ ] Refund, exception and settlement review workflows where the vendor supports them.

WHAT TO AGREE BEFORE BUILD
[ ] The payment provider, merchant account eligibility and sandbox access.
[ ] Systems to connect, data ownership and a shared transaction reference.
[ ] Failure recovery, duplicate handling and who owns unresolved payments.
[ ] Test cases, release responsibilities and post-launch monitoring.

YOUR PROJECT NOTES
Business and industry:
Current systems and providers:
Users and operating roles:
Required workflow and exceptions:
Data, security and access requirements:
Timing and dependencies:
Success and acceptance criteria:

Discuss your requirements: https://lumoratech.com.au/contact/
This checklist supports a scoping discussion; it is not a quote or a commitment to deliver unspecified functionality.