Skip to main content

PayRequest Documentation home page

Support
Dashboard
Dashboard

🚀 Getting Started

Welcome to PayRequest
Quick Start Guide
Initial Setup Checklist
Understanding Your Dashboard

💳 Payment Processing

Payment Methods Overview
Setting Up Payment Providers
Payment Pages
Payment Page Dynamic Links
Checkout Links
QR Code Payments
Bank Sync (Ponto)
Handling Chargebacks

📦 Products & Pricing

Creating Products
Duplicate Products
Custom Fields
Setup Fees
Trial Periods
Quantity-Based Pricing
Product Sharing

🔄 Subscriptions

Creating Subscriptions
Subscription Lifecycle
Managing Mandates
Billing Cycles
Pausing & Resuming
Sync Product Changes
Failed Payment Handling
Customer Self-Service

📄 Invoices

Creating Invoices
Invoice Templates
Email Templates
Invoice Payment Links
Payment Reminders
Invoice Payment Retry
Partial Payments
Tax Configuration
Bulk Invoice Actions

🛍️ Shop & Checkout

Shop Setup
Custom Domains
Search Command Palette
Product Display
Category Display Types
Shopping Cart
Checkout Customization
Order Management

👥 Customer Management

Customer Profiles
Last Login Tracking
Customer Portal
Customer Sync
Tax Exemptions
Private Notes
Customer Health

🏷️ Organization & Automation

Tags System
Email Automations
Bulk Operations
Activity Tracking
Webhook Configuration

📊 Analytics & Reporting

Business Insights Dashboard
Transaction Reports
Export Functions
Revenue Tracking
Customer Analytics

🏢 Business Settings

Business Details
Team Management
Invoice Settings
Email Configuration
API & Integrations
Data Import/Export

🔒 Security & Compliance

Two-Factor Authentication
API Keys & Tokens
GDPR Compliance
PCI Compliance
Audit Logs

🔧 Advanced Features

Custom CSS
JavaScript Snippets
Webhook Development
API Reference
Bulk Data Operations

📝 Updates & Changes

Changelog

🆘 Troubleshooting

Common Issues
Payment Failures
Email Delivery Issues
Sync Problems
Performance Tips

On this page

Bank Sync (Ponto)

💳 Payment Processing

Bank Sync (Ponto)

Automatic bank transaction matching

Bank Sync (Ponto)

Work in progress. Content coming soon.

Was this page helpful?

QR Code Payments Handling Chargebacks

Powered by Mintlify

Assistant

Responses are generated using AI and may contain mistakes.