Support
Commissioning
A clear guide to Instant EFT notes in South Africa, written for teams who already work with online payments.
How Commissioning fits into a payment week
Commissioning is a support page for teams setting up or refining how Instant EFT is explained internally. It covers the operational notes people actually need, from customer wording to the points that affect settlement and checking.
For Commissioning, send the exact checkout step, the bank option being shown, and the point where staff or customers hesitate. Include whether the note is for Instant EFT, PayShap, or DebiCheck, because each one changes what proof is useful and when settlement can be checked. Teams in Johannesburg, Durban, Cape Town, and smaller branch counters often need wording that matches both online screens and in-person handover.
Keep the first bank proof screen and the payer reference in the pack from the start. A commissioning note should also include the exact checkout wording, who verifies payment, and where the evidence is stored. That record helps when finance matches receipts, stock is released, or a branch asks why an Instant EFT shows paid at one step and pending at another.
Commissioning pack contents
Getting payment wording into use without guessing what operations will fix later starts with a checked flow and agreed customer text. The useful output is a checked flow, agreed customer text, and a small set of screenshots that show where payment status, reference capture, and release decisions sit. Fewer moving parts usually make reconciliation easier on a busy payment day.
Link Commissioning with the matching Playbooks note and a Signals entry before you expand the checkout or staff script. Run one more payment verification before stock leaves the counter, storeroom, or courier bench. Through the contact form, send a screenshot of the current checkout, bank selection step, or payment instruction shown to customers.
- Checkout wording mapped to release steps
- Reference capture checked against order records
- Screenshots attached with each issue note
Payment-week conditions to note
Commissioning often changes by site and channel, not just by payment method. OR Tambo travel desks, Sunnyrock warehouse teams, Crown Mines offices, and mall counters can all need different instructions for when goods are released, who checks proof, and where exceptions are logged. Keep urgent one-off handling out of the standard process note so staff do not treat every order like an exception.
At busy counters, staff need wording that covers both card-first customers and people who prefer Instant EFT. During load-shedding, teams often save proof earlier, repeat bank checks, and avoid relying on one device at the till. For courier collections, the cut-off for packing can force a different explanation from the one used for normal settlement timing.
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Useful material before rollout
Brief Commissioning with screenshots, payment flow details, and what broke first. Keep the subject line specific.
Commissioning works better when the examples come from the current checkout, not from a generic payment deck. Bring one live screen path, one failed case, and one successful payment trail so the note can cover both normal processing and exceptions. File the finished wording with the process record on the same day, while references and screenshots still match the transaction trail.