Getting Started With Stax Pay
Welcome to Stax Pay
Get started with Stax Pay and discover how easy it is to take payments, send invoices, manage customers, and grow your business—all from one intuitive platform.
Account Setup
Merchant Sign Up
Find out what documents you need to provide during the enrollment process.
Branding and Customization
Learn how to customize invoices, payment pages, and customer communications to reflect your brand.
User Roles and Permissions
Learn how to add users, assign roles, and control access for your team.
Stax Pay Basics
Take Your First Payment
Learn how to take in-person and online payments quickly and efficiently.
Create and Send Invoices
Step-by-step instructions to create and send professional invoices to your customers.
Payment Links for Easy Transactions
Create one-time or recurring payment links and get paid faster.
Manage Your Payments
View, filter, and manage your transaction history in the Payments List View.
Manage Your Customers
Add, update, and manage customer profiles to keep track of your business relationships.
Account Maintenance and Security
Ensure PCI Compliance
Follow our guidelines to maintain PCI compliance and ensure safe transactions for your customers.
Access Business Reports
Use the Reports feature to track sales, payments, and gain valuable insights into your business performance.
Manage Chargebacks Effectively
Learn how to handle and respond to chargebacks, gather evidence, and increase your chances of winning disputes.
Updated 7 months ago
What’s Next