Getting Started

Account Setup

Starting your journey with PayOS

Getting Started with PayOS

Embarking on your journey with PayOS begins with setting up your account, a crucial step towards streamlining your payment orchestration. This guide will walk you through the process of configuring your account to start processing payments efficiently.

Creating an Account

  1. Schedule a Call: To kick-off your experience with PayOS, merchants are encouraged to schedule a call with our team. This personalized approach ensures that we understand your specific needs and can tailor our services accordingly. Please reach out to us at sales@PayOS.money to book a time for this setup session. During this session, you will be introduced to your dedicated senior solutions engineer, who will guide you through the registration process, ensuring that all necessary details are captured accurately and that your unique business requirements are met.

  2. Complete the Registration: After your consultation, you will receive a registration link. Follow the link to complete your registration by providing the required information. Your solutions engineer will be available to assist you throughout this process, ensuring a seamless and efficient setup.

  3. Verify Your Email: Once registered, check your email inbox for a confirmation email. Click the link provided to verify your email address.

Configuring Your Account

  1. Connect Payment Processors: Once your account is established, the next step is to configure it to align with your payment processing requirements. Our senior solutions engineers will work closely with you to connect your account with various payment processors, facilitating electronic payments and providing flexibility in choosing the most suitable processors for your business. PayOS supports a wide array of processors, allowing seamless integration and management.

  2. Set Up Payment Rules: Setting up payment rules is another critical aspect of configuration. These rules determine how payments are routed and processed, enabling automation of payment flows without the need for coding. Your solutions engineer will assist in defining these rules to ensure they align with your business logic and operational goals.

  3. Customize Hosted Checkout: The Hosted Checkout feature simplifies the payment process by providing a unified interface for all payment methods. You can configure which payment methods and features should be displayed under specific conditions, all through the dashboard without any coding. Our team will ensure that your hosted checkout is tailored to your specific needs, enhancing the customer experience.

Accessing the Merchant Dashboard

The merchant dashboard serves as your central hub for managing your PayOS account. Here, you can monitor ongoing and completed transactions in real-time, providing you with a comprehensive view of your payment operations. The dashboard also allows you to manage payment methods, giving you the flexibility to add or remove options as your business needs evolve. Additionally, you can generate detailed reports for sales, refunds, and other metrics, offering valuable insights into your payment activities and helping you make informed decisions.

Setting Up Hosted Checkout

  1. Configure Checkout Settings: Hosted Checkout is designed to unify all payment methods and processors behind a single integration, simplifying the payment process. To set up Hosted Checkout, you first need to configure the checkout settings. This involves determining which payment methods and features should be displayed under specific conditions, all managed through the dashboard without any coding.

  2. Integrate with Your Application: Once configured, you can integrate Hosted Checkout into your application using PayOS SDKs. Select the integration option that best suits your use case, whether it’s for web or mobile platforms. This integration ensures that your customers have a seamless and secure checkout experience.

Receiving Payment Notifications

  1. Utilize Checkout Events: Staying informed about the status of your payments is crucial for effective management. PayOS provides two primary methods for receiving payment notifications. The first is through checkout events, where the PayOS SDK allows you to listen for events such as onCheckoutComplete(), enabling you to update your frontend UI with payment status changes.

  2. Implement Payment Webhooks: The second method is through payment webhooks, which provide server-side notifications about payment updates. Webhooks offer a reliable way to keep your server informed about the payment lifecycle, ensuring that you have the most accurate and up-to-date information.

Exploring Your Payments

  1. Use the Payment Timeline: To gain visibility into your payments, PayOS offers two main tools. The Payment Timeline in the PayOS Dashboard provides an intuitive interface for browsing and reviewing payment details. This feature allows you to navigate, search, and filter your payments with ease.

  2. Access the Payments API: Additionally, the Payments API enables you to retrieve payment details programmatically, allowing you to search for specific payments or retrieve a list of payments based on various criteria. This API access is crucial for integrating payment data into your existing systems and workflows.

Additional Resources

For more detailed information on setting up and managing your PayOS account, refer to the API documentation and guides available on our website.