> ## Documentation Index
> Fetch the complete documentation index at: https://docs.payreque.st/llms.txt
> Use this file to discover all available pages before exploring further.

# Initial Setup Checklist

> Complete your PayRequest account setup with this comprehensive checklist to ensure optimal configuration

# 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.

<Info>
  **Estimated Time**: 30-45 minutes for complete setup
  **Prerequisites**: Access to your business documents and payment provider account
</Info>

## 📋 Pre-Setup Preparation

Before diving into PayRequest configuration, gather these essential items:

<CardGroup cols={2}>
  <Card title="Business Documents" icon="building">
    * Business registration details
    * VAT/Tax identification number
    * Official business address
    * Banking information (IBAN/BIC)
  </Card>

  <Card title="Digital Assets" icon="image">
    * Company logo (PNG/JPG, recommended 300x300px)
    * Brand colors (hex codes)
    * Business email addresses
    * Website URL (if applicable)
  </Card>
</CardGroup>

## 🏢 Business Information Setup

<Accordion>
  <AccordionItem title="✅ Company Details">
    Navigate to **Settings** → **Business Details**

    **Required Fields:**

    * [ ] Company name (legal business name)
    * [ ] Business address (complete with postal code)
    * [ ] Country and region
    * [ ] Primary contact email
    * [ ] Business phone number

    **Optional but Recommended:**

    * [ ] VAT/Tax identification number
    * [ ] Chamber of Commerce number
    * [ ] Website URL
    * [ ] Business description

    <Tip>
      Complete business information improves customer trust and ensures compliance with local regulations.
    </Tip>
  </AccordionItem>

  <AccordionItem title="✅ Branding & Visual Identity">
    **Logo Upload:**

    * [ ] Upload company logo (300x300px recommended)
    * [ ] Test logo appearance on invoices
    * [ ] Verify logo displays correctly in shop

    **Brand Colors:**

    * [ ] Set primary brand color
    * [ ] Configure secondary accent color
    * [ ] Test color scheme across platform

    **Invoice Customization:**

    * [ ] Configure invoice footer text
    * [ ] Set invoice numbering format
    * [ ] Add terms and conditions
  </AccordionItem>
</Accordion>

## 💳 Payment Provider Configuration

<Tabs>
  <Tab title="Mollie Setup (EU Recommended)">
    <Steps>
      <Step title="Account Connection">
        * [ ] Navigate to **Settings** → **Payment Providers**
        * [ ] Click **Connect with Mollie**
        * [ ] Complete OAuth authorization
        * [ ] Verify connection status shows "Connected"
      </Step>

      <Step title="Payment Methods">
        Enable your preferred payment options:

        * [ ] iDEAL (Netherlands)
        * [ ] Bancontact (Belgium)
        * [ ] SEPA Direct Debit (EU-wide)
        * [ ] Credit/Debit Cards
        * [ ] PayPal (if needed)
        * [ ] Bank Transfer
      </Step>

      <Step title="SEPA Direct Debit">
        For subscription billing:

        * [ ] Enable SEPA Direct Debit
        * [ ] Configure mandate settings
        * [ ] Set up automatic retry logic
        * [ ] Test mandate creation flow
      </Step>

      <Step title="Webhook Configuration">
        * [ ] Verify webhook URL is automatically configured
        * [ ] Test webhook delivery (automatic)
        * [ ] Check webhook logs for any issues
      </Step>
    </Steps>
  </Tab>

  <Tab title="Stripe Setup">
    <Steps>
      <Step title="API Keys">
        * [ ] Obtain Stripe API keys from dashboard
        * [ ] Enter Publishable Key in PayRequest
        * [ ] Enter Secret Key in PayRequest
        * [ ] Verify connection status
      </Step>

      <Step title="Payment Methods">
        * [ ] Configure accepted card types
        * [ ] Enable ACH Direct Debit (US)
        * [ ] Set up SEPA Direct Debit (EU)
        * [ ] Configure local payment methods
      </Step>

      <Step title="Subscription Settings">
        * [ ] Configure billing thresholds
        * [ ] Set up automatic retry logic
        * [ ] Configure proration settings
        * [ ] Test subscription creation
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Warning>
  **Test Mode**: Always start with test mode enabled to verify your configuration before processing real payments.
</Warning>

## 📧 Email Configuration

<Accordion>
  <AccordionItem title="✅ Email Templates">
    Navigate to **Settings** → **Email Templates**

    **Configure Templates:**

    * [ ] Invoice Created notification
    * [ ] Payment Received confirmation
    * [ ] Subscription Activated email
    * [ ] Payment Failed alert
    * [ ] Subscription Cancelled notice

    **Template Customization:**

    * [ ] Add your business branding
    * [ ] Customize email signatures
    * [ ] Set appropriate tone and language
    * [ ] Test email delivery
  </AccordionItem>

  <AccordionItem title="✅ Email Automation">
    **Automated Sequences:**

    * [ ] Welcome email for new customers
    * [ ] Payment reminder sequence
    * [ ] Failed payment recovery emails
    * [ ] Subscription renewal reminders

    **Automation Rules:**

    * [ ] Set up customer tagging based on email events
    * [ ] Configure automatic follow-ups
    * [ ] Set up bounce and complaint handling
  </AccordionItem>
</Accordion>

## 🛍️ Shop Configuration

<Steps>
  <Step title="Basic Shop Settings">
    Navigate to **Shop** → **Settings**

    * [ ] Set shop name and description
    * [ ] Configure contact information
    * [ ] Set business hours (if applicable)
    * [ ] Add social media links
  </Step>

  <Step title="Shop Appearance">
    * [ ] Upload shop banner/hero image
    * [ ] Configure color scheme
    * [ ] Set up navigation menu
    * [ ] Customize footer content
  </Step>

  <Step title="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
  </Step>

  <Step title="Shop Policies">
    * [ ] Add terms of service
    * [ ] Configure privacy policy
    * [ ] Set up refund policy
    * [ ] Add shipping information (if applicable)
  </Step>
</Steps>

## 🏷️ Organization Setup

<CardGroup cols={2}>
  <Card title="Customer Tags" icon="tag">
    **Create Tag Categories:**

    * [ ] Customer segments (VIP, Regular, New)
    * [ ] Geographic regions
    * [ ] Product interests
    * [ ] Payment preferences

    **Automation Rules:**

    * [ ] Auto-tag based on purchase behavior
    * [ ] Tag based on email engagement
    * [ ] Geographic auto-tagging
  </Card>

  <Card title="Product Categories" icon="grid">
    **Organize Products:**

    * [ ] Create logical categories
    * [ ] Set up product collections
    * [ ] Configure category descriptions
    * [ ] Optimize for shop navigation

    **Category Settings:**

    * [ ] Set category images
    * [ ] Configure SEO settings
    * [ ] Set up category-specific policies
  </Card>
</CardGroup>

## 🔒 Security & Compliance

<Accordion>
  <AccordionItem title="✅ Account Security">
    **Two-Factor Authentication:**

    * [ ] Enable 2FA for your account
    * [ ] Set up backup codes
    * [ ] Configure 2FA for team members
    * [ ] Test 2FA login process

    **API Security:**

    * [ ] Generate API keys (if needed)
    * [ ] Set appropriate permissions
    * [ ] Document API usage
    * [ ] Regularly rotate API keys
  </AccordionItem>

  <AccordionItem title="✅ GDPR Compliance">
    **Data Protection:**

    * [ ] Configure data retention policies
    * [ ] Set up customer data export
    * [ ] Configure data deletion procedures
    * [ ] Add GDPR notices to forms

    **Privacy Settings:**

    * [ ] Configure cookie consent
    * [ ] Set up privacy policy links
    * [ ] Configure data processing notices
    * [ ] Test customer data requests
  </AccordionItem>
</Accordion>

## 📊 Analytics & Reporting

<Steps>
  <Step title="Dashboard Configuration">
    * [ ] Set up key performance indicators (KPIs)
    * [ ] Configure dashboard widgets
    * [ ] Set up automated reports
    * [ ] Configure notification thresholds
  </Step>

  <Step title="Integration Setup">
    * [ ] Connect Google Analytics (optional)
    * [ ] Set up webhook integrations
    * [ ] Configure third-party reporting tools
    * [ ] Test data synchronization
  </Step>
</Steps>

## 🧪 Testing & Verification

Before going live, thoroughly test your setup:

<CardGroup cols={2}>
  <Card title="Payment Flow Testing" icon="credit-card">
    * [ ] Test product purchase flow
    * [ ] Verify payment processing
    * [ ] Confirm invoice generation
    * [ ] Test customer notifications
  </Card>

  <Card title="Subscription Testing" icon="refresh">
    * [ ] Create test subscription
    * [ ] Verify mandate creation
    * [ ] Test billing cycle
    * [ ] Confirm automated emails
  </Card>
</CardGroup>

## ✅ Pre-Launch Checklist

<Warning>
  **Final Review**: Complete this checklist before switching to live mode or launching to customers.
</Warning>

**Technical Verification:**

* [ ] 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)

**Business Verification:**

* [ ] 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 Preparation:**

* [ ] Team members trained on platform
* [ ] Support procedures documented
* [ ] Emergency contacts configured
* [ ] Backup access methods established

## 🎉 You're Ready to Launch!

<Card title="Next Steps" icon="rocket">
  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

  Continue to our [Quick Start Guide](/getting-started/quick-start-guide) to process your first real payment!
</Card>

## 📞 Need Help?

If you encounter any issues during setup:

<CardGroup cols={3}>
  <Card title="Email Support" icon="envelope">
    [support@payrequest.io](mailto:support@payrequest.io)
  </Card>

  <Card title="Documentation" icon="book">
    Browse detailed feature guides
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/troubleshooting/common-issues">
    Common setup issues and solutions
  </Card>
</CardGroup>

***

<Tip>
  **Pro Tip**: Bookmark this checklist and return to it when adding new features or team members to ensure consistent configuration across your account.
</Tip>