Get Started in the Dashboard - ClickPesa Documentation

After you register and log in, the Merchant Dashboard includes a Get Started section in the sidebar. It guides you through setup tasks and links to external documentation where needed. Open it at merchant.clickpesa.com/get-started.

Setup guides

Guide	What it covers
Set Up Your Account Quickly	Six-step checklist: business profile, authorised person, KYC, payment methods, settlement account, and team. See Set Up Your Company Account.
Enable Payment Options	Choose and activate collection methods (mobile money, cards, TanQR, and more). Links to Collection settings.
Issue a New Invoice	Create your first e-invoice. See E-Invoice.

Developer resources

Developer Resources opens the in-dashboard integration hub at /get-started/developers. It tracks API setup progress and links to:

See Developers settings for applications, API keys, webhooks, and IP whitelisting.

Finance and support

Guide	What it covers
For Finance & Accounting	Export transactions and accounting workflows. See Data Export.
Customer Support	Contact options and support resources.

After setup

Once your account is configured, use the sidebar to collect payments (Payment Pages, E-Invoice, Checkout Links), send payouts, and monitor transactions.