Getting set up

Step 01

Open your welcome email

When your login is ready you get an email with a link to set your password, the link to install SwitchKeep Pay, and your next steps.

• The set-password link works for 72 hours. If it has expired, use Forgot password? on the merchant portal sign-in page.
• Can't find it? Check spam, then ask your payments partner. If you get a reminder 2 or 5 days later, it carries a fresh link.
• If your partner gave you a temporary password instead, you'll be asked to set your own the first time you sign in.

Step 02

Set your password

Use at least 10 characters, with letters and a number. The same login works in SwitchKeep Pay and on the merchant portal.

Step 03

Install SwitchKeep Pay

Add it to Chrome on each computer where someone takes payments, and sign in.

• Installing the extension has the details.

Step 04

Brand your pay page

On the merchant portal, go to Account & settings, then Branding.

• Add a display name, your logo (PNG, JPEG or WebP, up to 200 KB), an accent color, and a support phone and email.
• They appear on your pay page, receipts and customer emails. The preview shows how it looks.

Step 05

Check your customer emails

Under Account & settings, Customer emails controls receipts, payment reminders and whether pay links include the full invoice.

Step 06

Take your first payment

Open an invoice in your software and click Pay.

• Taking your first payment walks through it.