Setup Mode
Setup Mode is a safe testing environment where partners can explore platform features without processing real transactions. Partners start in Setup Mode by default after onboarding and can configure settings, create test invoices, and review customer flows with no financial impact. This article explains how it works and what to expect before going live.
How Setup Mode works
1. Onboarding complete
Once onboarding is finished, Setup Mode is activated by default.
2. Safe testing environment
Partners can try out key features without affecting real data. Available features in Setup Mode include:
Note: Some features are only available in Live Mode and will not appear in your dashboard while in Setup Mode. These include Collections, payment processing, and payout reports.
3. Account review
While you're in Setup Mode, your account will go through a standard review before going live. Once it's completed, you'll see the option to switch to Live Mode from your Partner Dashboard
4. Ready to go live
Once your account is verified, the Go Live toggle will appear in your dashboard. Switching to Live Mode is a one-time action - once confirmed, Setup Mode is permanently disabled.
Before going live, make sure the following prerequisites are in place:
Integration connected - Connect your PSA or accounting software
Branding configured - Upload your logo and set your brand color
Autopay rules set - Configure any Autopay rules you want active from day one
Email notifications reviewed - Confirm your notification schedules
Team permissions verified - Make sure your team members have the correct roles
A confirmation message will appear to review everything before the switch takes effect.
5. Live Mode activated
Once you confirm the switch, your account goes live right away. All invoices, payments, and notifications will be live.
Warning: Setup Mode can’t be re-enabled, so be sure everything’s set up the way you want before going live.
Payout Behavior in Setup Mode
If your account is moved back into Setup Mode after previously being in Live Mode, any pending payouts will be automatically placed on hold. Held payouts do not appear in your In Transit or Deposited payout tabs while they are under review.
What happens to a held payout:
Automatic hold — The payout is paused as soon as the account re-enters Setup Mode. No action is required from you to trigger this.
Manual approval — An Alternative Payments team member reviews and approves the held payout. This step is handled internally and cannot be self-served from the Partner Dashboard.
Funds released the next business day — Once approved, you can expect the funds to arrive the following business day, not on the originally scheduled payout date.
Note: If you notice a payout is missing or delayed, check whether your account is currently in Setup Mode. If it is, reach out to our support team to confirm the status of your payout and request approval.
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