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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

GuideWhat it covers
Set Up Your Account QuicklySix-step checklist: business profile, authorised person, KYC, payment methods, settlement account, and team. See Set Up Your Company Account.
Enable Payment OptionsChoose and activate collection methods (mobile money, cards, TanQR, and more). Links to Collection settings.
Issue a New InvoiceCreate 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

GuideWhat it covers
For Finance & AccountingExport transactions and accounting workflows. See Data Export.
Customer SupportContact 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.