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Quick Start Guide ⚡

Get your PayRequest account up and running in under 10 minutes! This guide will walk you through the essential steps to start accepting payments and managing your billing automation.
Before you start: Make sure you have your business details ready and access to your preferred payment provider (Mollie or Stripe) account.

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Step 1: Complete Your Business Setup

First, let’s configure your business information to ensure professional invoices and legal compliance.
1

Navigate to Business Settings

Go to Settings → Business Details in your PayRequest dashboard.
2

Enter Your Business Information

Fill in the required fields:
  • Company Name: Your legal business name
  • Address: Complete business address
  • VAT Number: Your tax identification number
  • Contact Details: Phone and email for customer communication
3

Upload Your Logo

Add your company logo for professional branding on invoices and your shop.

💡 Pro Tip

Complete business information helps build trust with customers and ensures compliance with local tax regulations.

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Step 2: Connect Your Payment Provider

PayRequest integrates seamlessly with leading European payment providers.
Test Mode: Start with test mode enabled to verify everything works before processing real payments.

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Step 3: Create Your First Product

Now let’s create a product or service that your customers can purchase.
1

Navigate to Products

Go to Products in your dashboard and click Create Product.
2

Basic Product Information

  • Name: Clear, descriptive product name
  • Description: What your customers are buying
  • Price: Set your pricing (supports decimals)
  • Currency: EUR, USD, or your preferred currency
3

Choose Product Type

One-time Product

Perfect for digital downloads, courses, or one-off services

Subscription Product

Ideal for SaaS, memberships, or recurring services
4

Configure Advanced Options (Optional)

  • Custom Fields: Collect additional information (domain names, specifications)
  • Setup Fees: One-time charges for subscription products
  • Trial Periods: Free trials to reduce customer acquisition friction
  • Tax Settings: Configure VAT or tax rates as needed
5

Save Your Product

Click Create Product to save and make it available in your shop.

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Step 4: Set Up Your Shop

Create a professional storefront where customers can browse and purchase your products.
1

Configure Shop Settings

Navigate to Shop → Settings and configure:
  • Shop Name: Your store’s display name
  • Description: Brief overview of your business
  • Contact Information: Customer support details
2

Customize Your Storefront

  • Upload a shop logo and banner
  • Choose your color scheme
  • Set up navigation and categories
3

Set Up Custom Domain (Optional)

Instead of payrequest.app/shop/yourname, use your own domain:
  • Go to Shop → Custom Domain
  • Enter your domain (e.g., shop.yourbusiness.com)
  • Follow the DNS configuration instructions
Your shop is automatically available at payrequest.app/shop/[your-shop-name] even without a custom domain.

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Step 5: Process Your First Order

Let’s test the complete flow from customer visit to payment completion.
1

Share Your Product

Get your product link:
  • Go to Products → Select your product
  • Click Share Product Link
  • Copy the link or scan the QR code
2

Test Customer Experience

Open your product link in an incognito browser window to simulate a customer:
  • Browse your product page
  • Add the product to cart
  • Proceed through checkout
  • Complete a test payment
3

Monitor in Dashboard

Return to your PayRequest dashboard to see:
  • New order in Orders section
  • Customer record in Customers
  • Transaction details in payment provider
  • Automatic invoice generation
Maximize efficiency with PayRequest’s automation features.

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🎉 Congratulations!

You’ve successfully set up PayRequest and processed your first payment! Here’s what you’ve accomplished: ✅ Business information configured ✅ Payment provider connected ✅ First product created ✅ Shop customized ✅ Test payment completed ✅ Automation configured

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Next Steps

Now that you’re up and running, explore these advanced features:

Analytics & Reporting

Track your revenue, customer growth, and business performance with detailed analytics.

Customer Portal

Give customers self-service access to manage their subscriptions and invoices.

API Integration

Integrate PayRequest with your existing tools and workflows using our API.

Advanced Features

Customize your shop appearance and add advanced functionality.

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Need Help?

Email Support

support@payrequest.io

Documentation

Browse our comprehensive guides

Troubleshooting

Common issues and solutions
Quick Tip: Bookmark your PayRequest dashboard and consider enabling browser notifications to stay updated on new orders and customer activity!