Introduction #

Once you finished registration you will enter into the ClickPesa Dashboard. Before collection any payments or doing a payout, it is key that all your settings are setup correctly.

How to setup your account #

The following four settings areas should be checked and set up to ensure a smooth experience with the ClickPesa Merchant Dashboard:

1. Profile
   On the ClickPesa Merchant Dashboard, you can customize your merchant account details, including your company name, email, and contact number. These details will appear on ClickPesa Receipts, Invoices, and Payment Pages. Read more here
2. Checkout
   Access the Checkout settings to manage the payment methods available on your checkout page. ClickPesa offers various payment options that you can enable or disable to accept payments from your customers. Read more here
3. Settlement
   In the settlement settings, specify your company’s bank account details. This is where the payments collected from customers will be settled. Read more here
4. Team
   Utilize the Team feature to add team members to your ClickPesa account. You can assign team members either admin or employee roles and invite them via email. Read more here

By configuring these settings, you’ll be ready to use ClickPesa effectively for your payment and payout needs.