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PayRequest Documentation home page

Support
Dashboard
Dashboard

🚀 Getting Started

Welcome to PayRequest
Quick Start Guide
Initial Setup Checklist
Understanding Your Dashboard

💳 Payment Processing

Payment Methods Overview
Setting Up Payment Providers
Saved Payment Methods
Payment Pages
Payment Page Dynamic Links
Smart Links
Checkout Links
QR Code Payments
Bank Sync (Ponto)
Handling Chargebacks

📦 Products & Pricing

Creating Products
Duplicate Products
Custom Fields
Setup Fees
Trial Periods
Quantity-Based Pricing
Product Sharing

🔄 Subscriptions

Creating Subscriptions
Subscription Lifecycle
Managing Mandates
Billing Cycles
Pausing & Resuming
Sync Product Changes
Failed Payment Handling
Customer Self-Service

📄 Invoices

Creating Invoices
Invoice Templates
Email Templates
Invoice Payment Links
Payment Reminders
Invoice Payment Retry
Partial Payments
Tax Configuration
Bulk Invoice Actions

🛍️ Shop & Checkout

Shop Setup
Custom Domains
Search Command Palette
Product Display
Category Display Types
Shopping Cart
Checkout Customization
Order Management

👥 Customer Management

Customer Profiles
Quote Requests
Last Login Tracking
Customer Portal
Customer Sync
Tax Exemptions
Private Notes
Customer Health

🏷️ Organization & Automation

Tags System
Email Automations
Bulk Operations
Activity Tracking
Webhook Configuration

📊 Analytics & Reporting

Business Insights Dashboard
Monthly Subscription Report
Expense Tracker
Transaction Reports
Export Functions
Revenue Tracking
Customer Analytics

🏢 Business Settings

Business Details
App Store
Team Management
Invoice Settings
Email Configuration
Data Import/Export

🔒 Security & Compliance

Two-Factor Authentication
GDPR Compliance
PCI Compliance
Audit Logs

🔧 Advanced Features

Custom CSS
JavaScript Snippets
Webhook Development
Bulk Data Operations

📝 Updates & Changes

Changelog

🆘 Troubleshooting

Common Issues
Payment Failures
Email Delivery Issues
Sync Problems
Performance Tips

Export Functions

📊 Analytics & Reporting

Export Functions

CSV exports with filtering

Export Functions

Work in progress. Content coming soon.

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