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All documentation

Getting started

Create your User ID Follow the setup checklist How User IDs, businesses and channels fit together

Your User ID and security

Sign in Add a passkey Turn on 2-step verification Save your recovery codes Check where you are signed in Choose your sign-in alerts Reset a forgotten password Download your data or delete your account

Businesses

Register a business Submit your business for review Verify you are the owner Invite your team and set roles Understand billing and apply for free credits Add a payout account Upload business documents Add a business address Read and export the audit log Transfer ownership or close a business

Channels

Create a channel Connect your own domain Change channel details and logo Give people access to a channel

Apps

Install an app Remove an app Change an app’s settings

Selling

Add a product to your store Handle an order Create a discount code

Customers

Import data from a spreadsheet Add and follow up a lead Book an appointment

People and payroll

Track attendance Run payroll

Accounting

Send an invoice Approve and pay bills

Developers

Create and rotate API keys Receive events with webhooks Open the API reference

Troubleshooting

I can’t sign in My channel isn’t live

Browse the documentation

All documentation

Getting started

Create your User ID Follow the setup checklist How User IDs, businesses and channels fit together

Your User ID and security

Sign in Add a passkey Turn on 2-step verification Save your recovery codes Check where you are signed in Choose your sign-in alerts Reset a forgotten password Download your data or delete your account

Businesses

Register a business Submit your business for review Verify you are the owner Invite your team and set roles Understand billing and apply for free credits Add a payout account Upload business documents Add a business address Read and export the audit log Transfer ownership or close a business

Channels

Create a channel Connect your own domain Change channel details and logo Give people access to a channel

Apps

Install an app Remove an app Change an app’s settings

Selling

Add a product to your store Handle an order Create a discount code

Customers

Import data from a spreadsheet Add and follow up a lead Book an appointment

People and payroll

Track attendance Run payroll

Accounting

Send an invoice Approve and pay bills

Developers

Create and rotate API keys Receive events with webhooks Open the API reference

Troubleshooting

I can’t sign in My channel isn’t live

Documentation Businesses

Upload business documents

Add your registration certificate, tax certificate, address proof and bank proof for review.

Where:BusinessDocuments

Steps

Open Documents
Open the business, then Documents. Each document shows its status.
Upload one
Choose Upload document, or Upload on a row that is waiting. Pick the Document type and choose the File.
Send it
Choose Upload. The document is marked as under review.

Tips

PDF, PNG or JPG up to 10 MB. Clear scans are approved fastest: photograph documents flat, in daylight, with all four corners visible.

Related guides

Add a business addressAdd your registered office, branches and warehouses.Submit your business for reviewAsk for your business to be approved so its channels can go live and receive payments.Register a businessAdd the legal entity that will own your channels, documents and payouts.

Still stuck?

Search the Help Center for answers, or ask our support team. Tell them which guide you were following and which step.

PreviousAdd a payout account NextAdd a business address

On this pageSteps Tips Related guides