> ## 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.

# Quick Start Guide

> Get your PayRequest account set up and receive your first payment in under 10 minutes

# 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.

<Info>
  **Before you start**: Make sure you have your business details ready and access to your preferred payment provider (Mollie or Stripe) account.
</Info>

## Step 1: Complete Your Business Setup

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

<Steps>
  <Step title="Navigate to Business Settings">
    Go to **Settings** → **Business Details** in your PayRequest dashboard.
  </Step>

  <Step title="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
  </Step>

  <Step title="Upload Your Logo">
    Add your company logo for professional branding on invoices and your shop.
  </Step>
</Steps>

<Card title="💡 Pro Tip" icon="lightbulb">
  Complete business information helps build trust with customers and ensures compliance with local tax regulations.
</Card>

## Step 2: Connect Your Payment Provider

PayRequest integrates seamlessly with leading European payment providers.

<Tabs>
  <Tab title="Mollie (Recommended for EU)">
    <Steps>
      <Step title="Go to Payment Settings">
        Navigate to **Settings** → **Payment Providers** → **Add Mollie**
      </Step>

      <Step title="Connect via OAuth">
        Click **Connect with Mollie** and authorize PayRequest to access your Mollie account.
      </Step>

      <Step title="Configure Settings">
        * Enable desired payment methods (iDEAL, SEPA, Cards)
        * Set up SEPA Direct Debit for subscriptions
        * Configure webhook settings (handled automatically)
      </Step>
    </Steps>
  </Tab>

  <Tab title="Stripe">
    <Steps>
      <Step title="Get Your API Keys">
        Log into your Stripe dashboard and copy your API keys from the Developers section.
      </Step>

      <Step title="Add Stripe Provider">
        In PayRequest, go to **Settings** → **Payment Providers** → **Add Stripe**
      </Step>

      <Step title="Enter Credentials">
        Paste your Stripe API keys and configure your preferred settings.
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Warning>
  **Test Mode**: Start with test mode enabled to verify everything works before processing real payments.
</Warning>

## Step 3: Create Your First Product

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

<Steps>
  <Step title="Navigate to Products">
    Go to **Products** in your dashboard and click **Create Product**.
  </Step>

  <Step title="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
  </Step>

  <Step title="Choose Product Type">
    <CardGroup cols={2}>
      <Card title="One-time Product" icon="shopping-cart">
        Perfect for digital downloads, courses, or one-off services
      </Card>

      <Card title="Subscription Product" icon="repeat">
        Ideal for SaaS, memberships, or recurring services
      </Card>
    </CardGroup>
  </Step>

  <Step title="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
  </Step>

  <Step title="Save Your Product">
    Click **Create Product** to save and make it available in your shop.
  </Step>
</Steps>

## Step 4: Set Up Your Shop

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

<Steps>
  <Step title="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
  </Step>

  <Step title="Customize Your Storefront">
    * Upload a shop logo and banner
    * Choose your color scheme
    * Set up navigation and categories
  </Step>

  <Step title="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
  </Step>
</Steps>

<Info>
  Your shop is automatically available at `payrequest.app/shop/[your-shop-name]` even without a custom domain.
</Info>

## Step 5: Process Your First Order

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

<Steps>
  <Step title="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
  </Step>

  <Step title="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
  </Step>

  <Step title="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
  </Step>
</Steps>

## Step 6: Set Up Automation (Optional but Recommended)

Maximize efficiency with PayRequest's automation features.

<Accordion>
  <AccordionItem title="Email Notifications">
    Configure automatic emails for:

    * Order confirmations
    * Payment receipts
    * Subscription renewals
    * Payment failures

    Go to **Settings** → **Email Templates** to customize messages.
  </AccordionItem>

  <AccordionItem title="Customer Tags">
    Organize customers automatically:

    * Create tags for different customer segments
    * Set up automatic tagging rules
    * Use tags for targeted communications

    Visit **Tags** to create your first tag categories.
  </AccordionItem>

  <AccordionItem title="Failed Payment Recovery">
    For subscription products, set up automatic retry logic:

    * Configure retry attempts
    * Set up dunning emails
    * Define cancellation policies

    Configure in **Settings** → **Subscription Settings**.
  </AccordionItem>
</Accordion>

## 🎉 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

## Next Steps

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

<CardGroup cols={2}>
  <Card title="Analytics & Reporting" icon="chart-line" href="/analytics-and-reporting/insights-dashboard">
    Track your revenue, customer growth, and business performance with detailed analytics.
  </Card>

  <Card title="Customer Portal" icon="user-circle" href="/customer-management/customer-portal">
    Give customers self-service access to manage their subscriptions and invoices.
  </Card>

  <Card title="API Integration" icon="code" href="/api/overview">
    Integrate PayRequest with your existing tools and workflows using our API.
  </Card>

  <Card title="Advanced Features" icon="cog" href="/advanced-features/custom-css">
    Customize your shop appearance and add advanced functionality.
  </Card>
</CardGroup>

## Need Help?

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

  <Card title="Documentation" icon="book">
    Browse our comprehensive guides
  </Card>

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

***

<Tip>
  **Quick Tip**: Bookmark your PayRequest dashboard and consider enabling browser notifications to stay updated on new orders and customer activity!
</Tip>