Initial Setup Checklist ✅
Use this comprehensive checklist to ensure your PayRequest account is properly configured for optimal performance. Complete each section to unlock the full potential of your billing automation platform.Estimated Time: 30-45 minutes for complete setup
Prerequisites: Access to your business documents and payment provider account
📋 Pre-Setup Preparation
Before diving into PayRequest configuration, gather these essential items:Business Documents
- Business registration details
- VAT/Tax identification number
- Official business address
- Banking information (IBAN/BIC)
Digital Assets
- Company logo (PNG/JPG, recommended 300x300px)
- Brand colors (hex codes)
- Business email addresses
- Website URL (if applicable)
🏢 Business Information Setup
💳 Payment Provider Configuration
- Mollie Setup (EU Recommended)
- Stripe Setup
1
Account Connection
- Navigate to Settings → Payment Providers
- Click Connect with Mollie
- Complete OAuth authorization
- Verify connection status shows “Connected”
2
Payment Methods
Enable your preferred payment options:
- iDEAL (Netherlands)
- Bancontact (Belgium)
- SEPA Direct Debit (EU-wide)
- Credit/Debit Cards
- PayPal (if needed)
- Bank Transfer
3
SEPA Direct Debit
For subscription billing:
- Enable SEPA Direct Debit
- Configure mandate settings
- Set up automatic retry logic
- Test mandate creation flow
4
Webhook Configuration
- Verify webhook URL is automatically configured
- Test webhook delivery (automatic)
- Check webhook logs for any issues
Test Mode: Always start with test mode enabled to verify your configuration before processing real payments.
📧 Email Configuration
🛍️ Shop Configuration
1
Basic Shop Settings
Navigate to Shop → Settings
- Set shop name and description
- Configure contact information
- Set business hours (if applicable)
- Add social media links
2
Shop Appearance
- Upload shop banner/hero image
- Configure color scheme
- Set up navigation menu
- Customize footer content
3
Custom Domain (Optional)
- Purchase/configure domain (e.g., shop.yourbusiness.com)
- Add domain in PayRequest settings
- Configure DNS records
- Verify domain connection
- Test custom domain functionality
4
Shop Policies
- Add terms of service
- Configure privacy policy
- Set up refund policy
- Add shipping information (if applicable)
🏷️ Organization Setup
Customer Tags
Create Tag Categories:
- Customer segments (VIP, Regular, New)
- Geographic regions
- Product interests
- Payment preferences
- Auto-tag based on purchase behavior
- Tag based on email engagement
- Geographic auto-tagging
Product Categories
Organize Products:
- Create logical categories
- Set up product collections
- Configure category descriptions
- Optimize for shop navigation
- Set category images
- Configure SEO settings
- Set up category-specific policies
🔒 Security & Compliance
📊 Analytics & Reporting
1
Dashboard Configuration
- Set up key performance indicators (KPIs)
- Configure dashboard widgets
- Set up automated reports
- Configure notification thresholds
2
Integration Setup
- Connect Google Analytics (optional)
- Set up webhook integrations
- Configure third-party reporting tools
- Test data synchronization
🧪 Testing & Verification
Before going live, thoroughly test your setup:Payment Flow Testing
- Test product purchase flow
- Verify payment processing
- Confirm invoice generation
- Test customer notifications
Subscription Testing
- Create test subscription
- Verify mandate creation
- Test billing cycle
- Confirm automated emails
✅ Pre-Launch Checklist
Final Review: Complete this checklist before switching to live mode or launching to customers.
- All payment methods tested successfully
- Email delivery confirmed working
- Shop loads correctly on all devices
- Custom domain functioning (if configured)
- Webhook delivery verified
- API integrations tested (if applicable)
- All business information accurate
- Pricing correctly configured
- Tax settings appropriate for your region
- Terms and policies up to date
- Customer support processes in place
- Team members trained on platform
- Support procedures documented
- Emergency contacts configured
- Backup access methods established
🎉 You’re Ready to Launch!
Next Steps
Congratulations! Your PayRequest account is fully configured. You’re now ready to:
- Switch to live mode in your payment provider
- Share your shop with customers
- Process real payments
- Start growing your business with automated billing
📞 Need Help?
If you encounter any issues during setup:Email Support
Documentation
Browse detailed feature guides
Troubleshooting
Common setup issues and solutions
Pro Tip: Bookmark this checklist and return to it when adding new features or team members to ensure consistent configuration across your account.