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Start with the essentials for the payment flow you want to use. You do not need to complete every optional feature to receive your first payment.

Essential account setup

  • Verify your account email and save the onboarding intake.
  • Describe what customers are paying for and choose your first goal.
  • Confirm the actual legal country of your payment account when connecting a provider.
  • Connect a provider offered for your account and complete its receiving approval or verification. Check that PayRequest shows a payment-ready setup.
  • Complete business details when requested. Review the name, address, currency and applicable tax settings before issuing documents.
  • Create your Page when prompted and choose an available handle.
  • Complete checkout if you selected a paid plan and need its features. A provider request or plan selection alone does not activate payments.
Missing a provider or stuck during authorization? Follow the onboarding help. Do not collect API keys or identity documents just to follow this checklist; provider verification takes place through the provider’s own process.

Choose one first payment flow

  • Review the customer-facing link or document before sharing it.
  • Confirm the recorded payment status when the customer pays. Opening a link or returning from checkout does not alone establish settlement.
You do not have to make a real payment to tick off account setup. For testing, first confirm that the relevant flow genuinely supports a sandbox; do not treat a live checkout as test mode.

Optional improvements for later

  • Add a recognizable photo or logo, Page description and optional cover image.
  • Add website and social links when useful.
  • Customize invoice branding and customer communications.
  • Add more products, payment methods or compatible provider connections.
  • Configure a custom domain if you need one.
  • Review recurring billing, reminder and cancellation policies for your business.
  • Set up API access and webhooks if your website or software needs automation; check the plan requirements first.

Where to continue

For help, use I’m stuck in onboarding or reply to your welcome email. Tell us the step you reached without sending passwords, verification codes or API credentials.