---
title: "Standalone integration checklist"
description: "Checklist for setting up an in-person payments solution with standalone Adyen payment terminals."
url: "https://docs.adyen.com/point-of-sale/standalone/standalone-build/standalone-checklist"
source_url: "https://docs.adyen.com/point-of-sale/standalone/standalone-build/standalone-checklist.md"
canonical: "https://docs.adyen.com/point-of-sale/standalone/standalone-build/standalone-checklist"
last_modified: "2020-09-25T10:17:00+02:00"
language: "en"
---

# Standalone integration checklist

Checklist for setting up an in-person payments solution with standalone Adyen payment terminals.

[View source](/point-of-sale/standalone/standalone-build/standalone-checklist.md)

##### Support

Articles, FAQs, and requesting support: [Adyen Help](https://help.adyen.com/)

The Standalone solution lets you process payments through Adyen using our payment terminals without needing a POS app.

Here we describe how you can build such a solution in a test environment before going live. Make sure you have read [Get started with Adyen](/get-started-with-adyen).

## 1. Set up your Adyen test account

After [signing up for a test account](https://www.adyen.com/signup), you have access to your [test Customer Area](https://ca-test.adyen.com/) where you can set up a structure for your Adyen account. What structure is best for you comes down to your business needs.

You need to set up your account structure again when you go live, but the basic structure for the test environment should reflect the structure that you plan to have for your live environment.

1. Determine the structure of your Adyen account, based on our documentation about the company account, merchant accounts, and stores.

2. Request the merchant accounts that you need. Provide as many details as possible and ensure you submit the correct documents and links. This will make the application process smoother and faster.

3. If you require stores in your account structure, wait for confirmation that your merchant accounts are created and then submit your store request form.

###### [Determine account structure](/point-of-sale/design-your-integration/determine-account-structure)

[Learn about the company account, merchant accounts, and stores.](/point-of-sale/design-your-integration/determine-account-structure)

###### [Create merchant accounts](/point-of-sale/design-your-integration/determine-account-structure#request-merchant-accounts)

[Add one or more merchant accounts.](/point-of-sale/design-your-integration/determine-account-structure#request-merchant-accounts)

###### [Create stores](/point-of-sale/design-your-integration/determine-account-structure#create-stores)

[Optional. Add one or more stores to your merchant accounts.](/point-of-sale/design-your-integration/determine-account-structure#create-stores)

## 2. Order test payment terminals

Now it is time to focus on the devices for processing payments. These devices are sometimes referred to as pin entry devices (PED) or points of interaction (POI), but we call them terminals.

1. Choose the terminals that you want to use. Adyen has a wide range of terminal models for different business needs, but keep in mind that for compliance reasons a standalone terminal *must* have a built-in printer.

2. When you know what terminals you want, it is time to order a test card and one or more terminals for testing.

It will take at least four business days before your terminals arrive.

###### [Select terminals](/point-of-sale/managing-terminals)

[Choose one or more terminal models with a built-in printer.](/point-of-sale/managing-terminals)

###### [Order terminals](/point-of-sale/managing-terminals/order-terminals#sales-order-steps)

[Order one or more test terminals and a test card.](/point-of-sale/managing-terminals/order-terminals#sales-order-steps)

## 3. Prepare your terminals

Before you can use your terminals, you need to configure them in your [Customer Area](/point-of-sale/design-your-integration/determine-account-structure/configure-features) or using [API calls](/point-of-sale/automating-terminal-management/configure-terminals-api/). You can do this at different levels: company account level, merchant account level, store level, and terminal level. Settings at the company level apply to all terminals under the company. Settings at the merchant account level override settings inherited from the company level, and so on.

1. Set up your terminals to operate as standalone terminals.

2. Configure terminal settings and payment features. For example, you can add wallet payment methods or add branding to your terminals.

3. Optional. Assign the test terminals to a store. This makes it easier to get your terminals up and running when you receive them.

###### [Set up standalone](/point-of-sale/standalone/standalone-build/set-up-standalone)

[Make your terminals ready for use as standalone devices.](/point-of-sale/standalone/standalone-build/set-up-standalone)

###### [Configure features](/point-of-sale/design-your-integration/determine-account-structure/configure-features)

[Add branding and set up payment features.](/point-of-sale/design-your-integration/determine-account-structure/configure-features)

###### [Assign terminals](/point-of-sale/managing-terminals/assign-terminals#step-1-pre-assign-the-terminal-to-a-store)

[Optional. Prepare your terminals for quicker boarding.](/point-of-sale/managing-terminals/assign-terminals#step-1-pre-assign-the-terminal-to-a-store)

## 4. Get your terminals up and running

1. When you receive the test terminals, follow the steps in the manual for your terminal model to get the terminals up and running. The steps are to:

   * Inspect the terminal, to verify it has not been tampered with.
   * Insert the receipt paper roll.
   * Turn on the terminal.
   * Connect the terminal to your network.
   * Board the terminal.
   * Test the connection with the Adyen payments platform.

###### [Get terminals up and ready](/point-of-sale/user-manuals)

[Connect and board the terminals when you receive them.](/point-of-sale/user-manuals)

Now you are ready to process your first test payment!

## 5. Test your Standalone solution

1. Try out some transactions:

   * Make payments using the test card and test terminal.
   * Make a payment where you manually enter the card details from the test card.
   * Cancel a payment.
   * Refund a payment.

   ###### [Make a payment](/point-of-sale/standalone/standalone-use#make-a-payment)

   [Make payments with your test terminal](/point-of-sale/standalone/standalone-use#make-a-payment)

   ###### [Cancel a payment](/point-of-sale/standalone/standalone-use#cancel)

   [Cancel a transaction before it is completed.](/point-of-sale/standalone/standalone-use#cancel)

   ###### [Refund a payment](/point-of-sale/standalone/standalone-use#refund)

   [Issue a refund for a completed test payment.](/point-of-sale/standalone/standalone-use#refund)

2. In your [test Customer Area](https://ca-test.adyen.com/) go to **Transactions** > **Payments** and look up your test transactions.

3. Ensure your reconciliation is working.

   * Download the Settlement details report automatically.
   * Learn how to automate your payment reconciliation.
   * If you are using Store IDs or currency conversion (DCC), [add these fields to your reports](/reporting/settlement-reconciliation/transaction-level/settlement-details-report).

   ###### [Settlement details](/reporting/settlement-reconciliation/transaction-level/settlement-details-report)

   [Download this report automatically.](/reporting/settlement-reconciliation/transaction-level/settlement-details-report)

   ###### [Automate reconciliation](/reporting/settlement-reconciliation)

   [Learn how to automate your payment reconciliation.](/reporting/settlement-reconciliation)

## Going live

When you have finished testing, you first have to apply for a live account and sign the contract before you can take your Standalone solution live.

###### [Go live with Adyen](/get-started-with-adyen#apply-for-your-live-account)

[Apply for a live account and sign the contract.](/get-started-with-adyen#apply-for-your-live-account)

## See also

* [Get started with Adyen](/get-started-with-adyen)
