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:

• Creating and Managing Invoices

• Configuring Autopay

• Configuring Email Notifications & Reminders

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, double-check your settings like invoice notifications, Autopay rules, and team permissions. 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.

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