Go live checklist

Get started with OpenPay through this in-depth guide, taking you from setup to going live. Learn how to build flexible product catalogs, secure payment processes, and efficiently manage subscriptions.

Category

Tasks

1. Integrate OpenPay into your system

(If you are only planning on using our hosted checkout page and payment links to process transactions, skip this step and proceed with the ones below.)

Check out our full integration guide here.

2. Brand settings

You can find your brand settings here.

Check out our detailed guide on brand settings here.

3. Dunning settings (for failed payment recovery emails)

You can find your dunning settings here.

Check out our detailed guide on dunning settings here.

4. Payment processor(s)

You can add your payment processor(s) here.

5. Product catalog

You can create your product catalog here.

For details on how to create products and prices using our flexible models, check out our guides here.

6. Process your first transaction

You can create a payment link here.

This guide will show you how to process your first transaction using our hosted checkout page and payment links.

If you need help with migrating your historical subscription and billing data over to OpenPay, check out our guide here:

Migration

Easily migrate your historical subscription and billing data from any platform into OpenPay.