Follow these steps to set up the basics of your account:
Step 1: Set up your account
After registration, you will need to set up the fundamentals of your account:
- Reviewing Terms and Conditions policy
- Share important details of your business with us
- Upload your inventory
If you have a team and would like to give them access to the platform, you may do so by referring to this article: Team Management - Creating New Profiles.
💡 Do note, this step may take a little longer to complete as the PayDocker team will need between 48-72 hours to verify your business information. You may still move ahead to set up other functions of your account in the mean time.
Step 2: Open a balance on your account
Opening a balance allows you to transact in that particular currency and keep track of your revenue. There is no limit or cost to how many balances you can open on your account.
By default, a new balance would have already been created along with your account, according to the country that your property is based in. In the event that you wish to open another balance, here is how you can do so: Opening a New Balance