PCXPlanning guides

Move from an open question to a structured review

These guides help Shopify teams gather requirements, align internal owners, and ask prospective providers precise questions without assuming a program design before diligence is complete.

01

Begin with the checklist

The program checklist covers business purpose, audience, Shopify evidence, eligibility, recipient experience, operations, controls, economics, providers, and launch readiness.

02

Resolve common questions

The FAQ explains recurring distinctions around Shopify integration, merchant and issuer roles, virtual delivery, network references, returns, customer support, and responsible claims.

03

Use terms consistently

The glossary provides working definitions for cross-functional planning. Final legal and product definitions must still come from approved contracts and program documents.