Quick start. Readiness checklist

Check the platform configuration before launching sales. The checklist is divided into technical and financial-legal parts and an end-to-end check with a test order.

№	What to check	Correct configuration	Incorrect configuration	How to fix
Technical readiness
1	Service processing module is connected.	In the Integration → Processing modules section, the required processing module is in the Enabled state.	The required processing module is not connected or inactive. The tariff plan is not displayed when ordering.	Create and enable the processing module in the Integration → Processing modules section. For more information, see the articles: Quick Start. Service Settings; Managing service processing modules.
2	Tariff plan is created and active.	in the tariff plan settings (the Products → Tariff plans → select the tariff → Edit section), the price is ≥ 0 for at least one period; in Policies, the tariff is allowed for the test order client group (Products → Tariff plans → select the tariff → Edit → Policies → "Allow for client groups" field → select the required group).	The tariff has no price set for any period, or it is not allowed for the test order client group. The client does not see the tariff plan in the storefront.	Configure the tariff plan, set a period with a price ≥ 0, and allow ordering it for the client group in the Policies section. For more information, see the articles: Quick Start. Service Settings; No tariff plans are available to order.
Financial and legal readiness
3	Company data and taxes have been entered.	Company details are filled in, tax rates and tax application rules are set.	Company details are not filled in, tax rates and tax application rules are not set. The invoice is generated with errors.	Fill in the company details in the Provider → Companies section. Set tax rates in the Provider → Providers → Taxes section. For more information, see the articles: Quick start. Company and payment settings; Parameters of payers and companies.
4	Payment acceptance method is configured.	The payment method is enabled and available for the client group that will pay for the test order.	The payment method is unavailable for clients, the client cannot pay the invoice.	Enable the payment method and configure access for client groups. For more information, see the articles: Quick start. Company and payment settings; Customizable payment method.
5	Contract and document templates are configured.	Contract and closing document templates are assigned to the corresponding service types.	The template is not assigned to the service type or contains errors. After payment, the client does not receive closing documents, and the contract is not generated.	Assign a template to the service type in the Settings → Document templates section. For more information, see the articles: Quick start. Company and payment settings; Document EJS-templates.
End-to-end check
6	Test service order is completed.	the order is placed in the storefront, the invoice is generated and paid; in the Products/Services menu, the service status changed from "Ordered" to "Active".	The order hung in the "Processing" status or the payment failed. The service is not activated.	Check the processing module logs and the correct delivery of payment notifications. For more information, see the articles: Service processing principles; List of services.