Onboarding guide

From first conversation to a verified setup.

Six checkpoints make the decisions and responsibilities clear. Timing and method availability depend on the engagement agreed with you.
Never submit a seed phrase or private key. An early-access request does not activate a service or reserve a price.
On this page

01. Discuss the fit

Tell us about your checkout, customers, requested payment methods, and accounting needs. We confirm whether an early-access engagement is available.

Our part
Assess availability and the proposed engagement.
Your part
Describe your checkout, customers, and records.
Checkpoint
Both sides agree that the proposed engagement is a fit.

02. Agree the scope and price

Review the proposed methods, hosting, endpoint capacity, support, operating responsibilities, and fees before setup begins.

Our part
Set out the proposed service, fees, and responsibilities.
Your part
Review and accept the written scope.
Checkpoint
Scope, costs, and responsibilities are recorded.

03. Review the receiving setup

Confirm public receiving details and wallet ownership. Assess Lightning and other spending-capable components separately. Never share seed phrases or private keys.

Our part
Explain the required public receiving details and permissions.
Your part
Confirm wallet ownership, backups, and recovery.
Checkpoint
The control model is documented for every selected method.

04. Configure the selected methods

Review the asset identifiers, destination, permissions, confirmation policy, expiry, and refund responsibilities. Keep unapproved methods disabled.

Our part
Configure only the methods in the agreed scope.
Your part
Review destinations and customer-payment instructions.
Checkpoint
Identifiers, permissions, and operating policies match the scope.

05. Verify a test invoice

Check the displayed asset, network, amount, and destination, then verify the authorized test payment and its invoice record. Confirm reconciliation before increasing volume.

Our part
Check detection, confirmation, invoice state, and records.
Your part
Authorize the test and verify the receiving side.
Checkpoint
The expected payment and invoice evidence agree.

06. Approve the operating handoff

Agree monitoring, incident contacts, backups, recovery, and customer-payment activation. A test passing is one checkpoint, not automatic permission to launch.

Our part
Document support, monitoring, and incident contacts.
Your part
Accept the handoff and authorize customer-payment activation.
Checkpoint
Both sides confirm the operating arrangement before launch.

Ready to discuss the fit? Start with your email and we will follow up about your business. For configuration detail, read the technical reference.

Request early access