1. Start in onboarding
Open onboarding, rather than starting in dashboard settings. Tell us what you sell, what you want to automate, your current workflow and payment situation. Your answers are saved when submitted. Choose a plan and complete the steps offered for your account. Add business details when requested and review currency and tax settings. Follow a checkout prompt for a selected paid plan; selecting it alone does not activate paid features.2. Connect your payment account
Confirm the actual legal country of your payment account. Choose an available Stripe, Mollie or PayPal connection and authorize it on the provider’s website. Your saved provider choice appears first. Return to PayRequest and check payment readiness. A successful sign-in does not necessarily mean verification is complete. If you stop here, use I’m stuck or the connection troubleshooting guide. If your provider is absent, request it for review. A request does not enable payments or replace an approved receiving account.3. Finish the setup shown
Create your PayRequest Page when prompted and choose an available handle. Add enough information for a customer to recognize you. You can add a banner, more branding and a custom domain later. If a first-product step is offered, skip it when you only need an amount-based link. Full onboarding guide.4. Create and share a link
Once the account is payment-ready and setup is complete:- Open Create an amount link.
- Enter the agreed amount and a clear description. Review the currency and available options, then create the link.
- Open the link to review what the customer will see. Opening checkout is not a payment.
- Copy and share the link with your customer. Check the recorded payment status after they pay; a return to a success page alone is not a substitute for payment confirmation.
Prefer another first action?
Use the initial setup checklist to separate essential setup from optional improvements. For personal help, reply to your welcome email or contact info@payrequest.io.