Playbooks
Starter Floor
A grounded guide to starter payment ops in South Africa, for teams who already work with EFTs and need the plain version.
Mapping starter payment handoffs
Starter Floor gives teams that already work with EFTs a plain version of newer payment language. It separates familiar bank processes from newer terms around Instant EFT, PayShap and DebiCheck.
Start each note with the payment rail, the bank cut-off, and the exact point where staff get stuck. A PayShap transfer at a till, an Instant EFT screen that only shows initiation, or a DebiCheck mandate awaiting customer approval each needs different handling. In Gauteng, Durban and Cape Town, teams also have to account for load-shedding, branch queues, and courier handover times before stock is released.
The first screenshot matters because it shows the payer journey before anyone edits a reference or closes a browser tab. Each note also includes a short internal version for finance chat, ticket history, or an order record. That small record is useful when recon, dispatch, and customer support are comparing the same payment from different systems.
What this starter guide gives you
Teams can explain payment methods in plain language without slipping into bank jargon. A usable order of checks, clear labels for common issues, and wording that separates customer proof from bank-side status support release decisions, reconciliation and handover between sales, finance and dispatch.
Match each case to the right playbook note and a signals entry only after your base checks are written down. Before stock, service access, or collection is approved, compare the bank-side status with the exact reference captured at checkout or over the counter. When using the contact form, include a current screenshot of the payment step your team is using.
- Method notes tied to your actual payment mix
- Opening proof saved before orders are released
Checks shaped by South African trading conditions
These notes suit places where payment questions arrive in person, by phone, and through ecommerce support at once. Think OR Tambo travel desks, Sunnyrock warehouse counters, Crown Mines admin teams, and busy mall stores where staff must explain options without sounding like a bank circular. If your process includes an exception for urgent releases, document it apart from the standard weekly run.
Load-shedding changes when devices are charged, screenshots are saved and bank portals are checked. Courier cut-offs affect how long a team can hold an order while waiting for better proof or a clearer payment status. Branch traffic also changes the language staff use, because a person standing at a counter needs a direct explanation of EFT, PayShap or DebiCheck, not a copied bank paragraph.
Operated by Astros Marketing (Pty) Ltd from 2 Makro Place, Sunnyrock 1401.
Starter pack briefing points
Brief Starter Floor with screenshots, first setup steps, and what has already gone wrong. Keep the subject line factual.
File these notes with the same order, ticket or account record used for payment follow-up. That keeps screenshots, internal wording and release checks together when someone asks why stock moved, access was granted or a debit instruction was held back. Pair the page with a process note and a resource sheet when sign-off or proof must travel between teams.
What our Real-Time Payments customers say
Verified Google reviews