Getting started

Overview

Get an introduction to the platform, its features, and how it helps you manage products and payments.

Introduction

Setting up your account involves verifying your identity, connecting a payout method, and providing tax details. This guide will walk you through each step so your account is ready for live transactions.

Creating Your Account

Sign-up Process

Go to the Sign-up page.
Enter your email address and full name.
Choose a secure password.

Account Verification

You’ll receive a confirmation email. Click Verify Email to activate your account.

Note: You won’t be able to continue until your email is verified.

Choose a strong password with at least:

8 characters
1 uppercase letter
1 number
1 special symbol

Type	Details Needed	Example
Personal	Full legal name, date of birth	Jane Doe, 1990-05-20
Business	Legal entity name, registration number	Acme Inc, #123456789
Address	Business address	123 Main St, NY, USA

Upload a government-issued ID (passport, driver’s license, or national ID).

If you’re registering as a company, you’ll need:

Certificate of incorporation
Proof of registered address
Authorized representative details

Important: Missing or incorrect documentation can delay payouts.

Payment & Banking Details

Adding a Bank Account

Navigate to Payout Settings

Inside the Payouts section, you will see your current payout methods if any are already connected. From here, you can add, edit, or remove bank accounts.

Select “Add Bank Account”

Click on Add Bank Account to begin the setup process. The system may prompt you to confirm your identity or re enter your password for security purposes.

Once confirmed, a secure form will appear where you can input your banking information. Ensure that you are entering details from an account that is active and able to receive transfers.

Enter Your Banking Details

Provide your IBAN, or your account and routing numbers depending on your region. Double check all numbers carefully to avoid delays or failed transfers.

After submitting the information, you may need to verify the account through a small test deposit or confirmation email.

javascript

python

{
  "bank_account": {
    "account_holder_name": "Jane Doe",
    "account_number": "****5758",
    "routing_number": "110000000",
    "currency": "USD"
  }
}

javascript

python

{
  "bank_account": {
    "account_holder_name": "Jane Doe",
    "account_number": "****5758",
    "routing_number": "110000000",
    "currency": "USD"
  }
}

javascript

python

{
  "bank_account": {
    "account_holder_name": "Jane Doe",
    "account_number": "****5758",
    "routing_number": "110000000",
    "currency": "USD"
  }
}

You can choose one of the following:

Bank Transfer (ACH/SEPA)
PayPal
Wire Transfer

Supported Currencies

Currency	Region Available	Notes
USD	Global	Default for US accounts
EUR	EU + EEA countries	Requires IBAN
GBP	UK	Faster Payments enabled

Tax Information

If you’re in a VAT or GST region, you’ll need to provide:

VAT ID (for businesses in EU)
GST Number (for businesses in Canada, Australia, etc.)

For US businesses, you may need to submit:

W-9 Form (domestic)
W-8BEN Form (foreign entities)

You can download reports under Settings → Taxes → Reports.

Security Setup

Two-Factor Authentication

Go to Settings → Security.
Enable Two-Factor Authentication (2FA).
Use an authenticator app (Google Authenticator, Authy).

Setting Up Recovery Options

Add a recovery email.
Download backup codes in case you lose access to your 2FA device.

You can view and revoke active sessions from the Security dashboard.

Tip: Review sessions regularly to ensure no unauthorized access.

Notifications & Preferences

Customize email preferences:

Payout confirmations
Failed payments
Subscription cancellations

You can also configure webhooks for automated notifications:

javascript

curl -X POST https://api.yourapp.com/v1/webhooks \
-H "Authorization: Bearer sk_test_123" \
-d '{
  "url": "https://example.com/webhooks",
  "events": ["payout.created", "payment.failed"]
}'

javascript

curl -X POST https://api.yourapp.com/v1/webhooks \
-H "Authorization: Bearer sk_test_123" \
-d '{
  "url": "https://example.com/webhooks",
  "events": ["payout.created", "payment.failed"]
}'

javascript

curl -X POST https://api.yourapp.com/v1/webhooks \
-H "Authorization: Bearer sk_test_123" \
-d '{
  "url": "https://example.com/webhooks",
  "events": ["payout.created", "payment.failed"]
}'

Decide which alerts are sent to which team members.

Reviewing Your Setup

Checklist for a Complete Account

Email verified
Identity documents uploaded
Bank account connected
Tax information provided
2FA enabled

Testing in Sandbox Mode

Switch to Sandbox mode to test transactions before going live.

Set Up Your Workspace

Need help? Contact Support

Join our Discord Community

Questions? Contact Sales

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