Launch Checklist
Use this checklist before you send production invoices, collect live payments, or connect Floatless to external systems.
Workspace readiness
- Workspace name, company profile, business email, and default currency are correct.
- Team members have the right access level for billing, finance, support, and engineering.
- Test mode is used for setup and validation.
- Live mode is enabled only after one full invoice and payment workflow has been reviewed.
Catalog readiness
- Products have clear names, SKU values where needed, and descriptions that finance and support can recognize.
- Prices match the public commercial terms sold to customers.
- Usage-based products have the correct unit label, included units, and billing period.
- Coupons and discounts have redemption limits, duration, and customer eligibility rules.
Customer readiness
- Customer billing contacts and invoice email addresses are populated.
- Billing addresses are complete enough for tax calculation.
- Tax-exempt customers are explicitly marked as tax exempt.
- Customer credit balances or prior manual adjustments have been reconciled.
Billing operations readiness
- Bill run preview produces the invoices you expect.
- Invoice dates, service periods, due dates, tax lines, and totals are correct.
- Invoice design settings match the brand and include payment instructions.
- Failed payment recovery rules match your customer communication policy.
Integration readiness
- Public API keys are created only for systems that need them.
- API keys are stored in a secrets manager, not in source code.
- Webhook endpoints use HTTPS and have retry handling.
- Downstream systems can handle duplicate webhook delivery by event ID.
First production run
- Run a bill run preview.
- Review invoice totals and customer scope.
- Execute the bill run.
- Confirm invoice delivery.
- Confirm payment collection or expected accounts receivable.
- Review dashboards and transaction history.