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Onboarding

When you first subscribe to PayRequest, you’ll be guided through a simple 5-step onboarding process to set up your account. This ensures you have everything configured to start accepting payments quickly.

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Overview

The onboarding flow helps you:

• Select your country and language
• Add your business details (auto-filled based on country)
• Create your sales page
• Connect your payment provider (Mollie or Ponto)
• Create your first product (optional)

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Step 1: Country & Language Selection

Select where your business is based using our interactive world map.

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World Map Selection

1. Click on the world map to select your country
2. Hover over countries to see their names
3. Your selected country will be highlighted in blue
4. A green checkmark confirms your selection

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Auto-Fill Features

When you select a country, we automatically configure:

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Language Options

You can adjust the auto-selected language if needed:

• 🇬🇧 English
• 🇳🇱 Nederlands (Dutch)
• 🇩🇪 Deutsch (German)
• 🇫🇷 Français (French)
• 🇪🇸 Español (Spanish)

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Step 2: Business Details

Enter your company information for invoices and legal compliance. Many fields are pre-filled based on your country selection. Required Information:

• Company Name: Your business or trading name
• Company Address: Full business address for invoices

Pre-Filled Information (editable):

• Currency: Based on your country (EUR for Europe)
• Tax Rate: Default VAT rate for your country
• Tax Region: Your tax jurisdiction

Optional Information:

• VAT Number: If VAT registered (e.g., NL123456789B01)
• VAT Registered: Toggle if you charge VAT

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Step 3: Sales Page Setup

Create your personal sales page where customers can pay you.

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Sales Page URL

Your sales page URL will be: payrequest.me/yourhandle Handle Requirements:

• Lowercase letters, numbers, and hyphens only
• Must be unique (system checks availability)
• Green checkmark = available
• Red X = already taken

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Customization Options

Tagline: A short description (e.g., “Web Developer & Designer”) Profile Picture: Choose a source for your avatar:

• X (Twitter)
• GitHub
• YouTube
• Twitch

Enter your username and we’ll automatically fetch your profile picture. Payment Settings:

• Allow Custom Amount: Let customers enter any amount
• Minimum Amount: Set a minimum payment (default €1.00)

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Shop Language (Business Plan)

If you’re on the Business plan, the shop language is automatically set based on your country selection from Step 1.

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Step 4: Payment Provider

Connect a payment provider to start accepting payments. Available providers depend on your country.

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Mollie (European Businesses Only)

Mollie is available for businesses in:

• All EU countries (Netherlands, Germany, France, Belgium, etc.)
• United Kingdom
• Switzerland, Norway, Iceland, Liechtenstein

Connecting Mollie:

1. Click “Connect” on the Mollie card
2. You’ll be redirected to Mollie
3. Authorize PayRequest to access your account
4. You’ll be returned to onboarding automatically

What Mollie Enables:

• Accept iDEAL, credit cards, Bancontact, SEPA
• Create subscriptions with automatic recurring billing
• Sync customers and transactions
• Process refunds from your dashboard

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Ponto (Bank Transfers & Open Banking)

Ponto is available in 46 countries including:

Ponto Available Countries

Australia, Austria, Belgium, Bulgaria, Cameroon, Canada, China, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Israel, Italy, Japan, Latvia, Lithuania, Luxembourg, Malaysia, Netherlands, New Zealand, Norway, Papua New Guinea, Poland, Portugal, Romania, Singapore, Slovakia, Slovenia, South Africa, Spain, Sweden, Switzerland, Tunisia, Turkey, United Arab Emirates, United Kingdom, United States

Connecting Ponto:

1. Click “Connect” on the Ponto card
2. Follow the Ponto authorization flow
3. Link your bank account
4. You’ll be returned to onboarding automatically

What Ponto Enables:

• Accept bank transfers
• Open Banking payments
• Automatic payment matching
• Bank account synchronization

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Country Not Supported?

If no payment providers are available for your country, you’ll see a message with a link to contact support at [email protected]. We’re continuously expanding our supported countries.

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Step 5: First Product (Optional)

Create your first product to start selling immediately.

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Product Type Selection

Choose the type of product you want to create: Digital Product (All Plans)

• E-books, software, downloads
• One-time payment

Service (Business Plan)

• Consulting, design work
• One-time payment

Subscription (Business Plan)

• Recurring memberships
• Monthly billing

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Product Details

Product Name: Clear, descriptive name for your product Description: Explain what customers get (can be added later) Price: Amount in your currency

• For subscriptions, this is the monthly price

Tax Rate: Based on your country’s default (can customize)

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AI Image Generation

Don’t have a product image? Generate one with AI!

1. Enter your product name
2. Optionally add a description for better context
3. Click “Generate with AI” (sparkles icon)
4. Wait 15-30 seconds for generation
5. Image is automatically saved with your product

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Price Preview

As you enter the price and tax rate, you’ll see a live preview:

• Subtotal
• Tax amount
• Total (what customer pays)

For subscriptions, it shows “Total per month”.

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Skipping This Step

If you don’t want to create a product now:

• Click “Skip & Finish” to complete onboarding
• You can create products anytime from Products in your dashboard

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Progress Sidebar

During onboarding, the right sidebar shows your progress with dynamic updates:

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Completion

After completing all steps, you’ll see a success screen confirming your account is ready. Click “Go to Dashboard” to access your PayRequest dashboard and start:

• Creating invoices
• Adding more products
• Managing customers
• Viewing transactions

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After Onboarding

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What’s Next?

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Changing Settings Later

All settings from onboarding can be modified later:

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Troubleshooting

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Mollie Connection Issues

If Mollie connection fails:

1. Make sure you have a verified Mollie account
2. Ensure your business is in a supported European country
3. Try the connection again from Settings → Payment Providers
4. Check your Mollie dashboard for any pending verifications

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Ponto Connection Issues

If Ponto connection fails:

1. Verify your country is in the supported list
2. Ensure your bank supports Open Banking
3. Try connecting again from Settings → Ponto

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Handle Already Taken

If your preferred URL handle is taken:

• Try adding numbers (e.g., yourname1)
• Use your full business name
• Add your city or specialty

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No Payment Providers Available

If you see “no payment providers available for your country”:

• Contact [email protected] for assistance
• We may be able to suggest alternative solutions
• Check back later as we expand to new countries

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Can’t Complete Onboarding

If you’re stuck:

• Refresh the page and try again
• Use the live chat (Crisp) for immediate support
• Email [email protected]