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Quick Start Guide

Get your Pulse Billing account up and running in under 10 minutes. This guide walks you through the essential setup steps to start accepting payments and managing subscriptions.

Prerequisites​

Configure Your Account Settings​

Set up your business profile​

Complete your account setup:

  • Access Account Settings: Navigate to your account settings in Pulse Billing
  • Business Information: Enter your company name, address, and contact details
  • Vendor Logo: Upload your company logo for branding
  • Email Configuration: Set up your business email for notifications

Create Your First Product and Plan​

Set up your product catalog​

Create your first product:

  • Product Management: Navigate to the Products section
  • Add Product: Click "Create New Product"
  • Product Details: Enter product name, description, and features
  • Digital Assets: Upload any downloadable content or files
  • Save Product: Complete your product setup

Create pricing plans​

Set up your pricing structure:

  • Plan Creation: Create your first pricing plan for the product
  • Pricing Options: Set up one-time or subscription pricing
  • Billing Periods: Configure monthly, quarterly, or annual billing
  • Plan Activation: Activate your plan for customer purchases

For detailed product and plan management, see Product Management.

Set Up Payment Processing​

Configure payment processing​

Configure your payment settings at Payment Gateways.

Choose your payment processing option:

Use Our Merchant of Record Gateway​

We handle all transactions, compliance, and payment processing on your behalf:

  • Simplified Setup: No need to manage payment gateway accounts or compliance
  • Full Service: We take care of taxes, chargebacks, and financial regulations
  • Supported Gateways: Stripe and PayPal are currently supported
  • Automatic Processing: Payments are processed through our merchant accounts
  • Compliance Handled: All regulatory requirements managed by Pulse Billing

Use Your Own Payment Gateway​

If you prefer full control over transactions and payouts:

  • Gateway Setup: Connect your own Stripe or PayPal merchant accounts
  • Direct Payments: Receive payments directly to your accounts
  • Full Control: Manage your own compliance and transaction fees
  • API Keys: Configure your payment gateway API credentials
  • Webhook URLs: Set up payment notification webhooks
  • Test Mode: Start with test mode to verify everything works

Enable multi-currency support​

Configure how currencies are handled in your checkout:

How Multi-Currency Works:

  • Local Currency Charging: When enabled, customers are charged in their local currency
  • Automatic Conversion: Collected amounts are converted to your vendor account currency (USD)
  • Plan-Specific Pricing: If you've configured multiple currencies for your plans, those prices are used instead of conversion
  • Default Currency: If disabled, only your plan's default currency is used

Configuration Options:

  • Currency Settings: Navigate to currency configuration in your account settings
  • Enable Local Currency: Turn on local currency display and charging for customers
  • Exchange Rates: Automatic currency conversion rates are managed by Pulse Billing
  • Regional Support: Set up currency support for your target markets

For detailed payment configuration, see Payment Management.

Create Your Checkout Pages​

Set up checkout system​

Configure your customer checkout:

Access checkout links through your product pricing plans:

  • Product Management: Navigate to your products section
  • Pricing Plans Table: View all pricing plans for each product
  • Export Integration: Click the export icon for any pricing plan
  • Checkout Link: Copy the generated checkout URL for that specific plan
  • Direct Sharing: Share these links directly with customers for purchases

Test your checkout flow​

Verify everything works:

  • Test Orders: Create test orders using test payment methods
  • Order Flow: Verify the complete order-to-payment process
  • Email Notifications: Check that order confirmation emails are sent
  • Webhook Delivery: Confirm webhooks are triggered correctly

For detailed checkout setup, see Checkout System.

Launch Your First Trial or Sale​

Create trial invitations​

Set up customer trials:

  • Trial Management: Navigate to the trials section
  • Create Trial: Set up trial invitations for potential customers
  • Trial Duration: Configure trial period length
  • Email Templates: Customize trial invitation emails
  • License Generation: Set up automatic license key creation

For detailed trial setup, see Trial Management.

Process your first order​

Complete a test transaction:

  • Test Purchase: Make a test purchase through your checkout
  • Order Confirmation: Verify order confirmation email is received
  • Payment Processing: Check that payment is processed correctly
  • Customer Portal: Test the buyer portal access for customers
  • Webhook Notifications: Confirm webhook notifications are received

Advanced Integrations​

Ready to grow your business? Your Pulse Billing account is now configured and ready to start processing payments and managing subscriptions. Explore the advanced features to maximize your revenue potential.