How to use Checkout Page: a step-by-step guide

Checkout Page is not a merchant of record. You remain the merchant, and Checkout Page integrates with Stripe to process payments on your behalf. You're responsible for sales tax, compliance, and customer service.

Getting started with Checkout Page

This guide walks you through setting up your Checkout Page account, from creating your first page to accepting payments and managing orders.

Step 1: Create an account

Sign up with your name, email, business name, website URL, and default currency. Add your logo and brand colour — these appear on your checkouts, emails, and customer portal.

Step 2: Connect with Stripe

Checkout Page uses Stripe for payment processing. Go to Store settings → Stripe connection and click Connect with Stripe. Log in to your Stripe account and select the account to connect.

Step 3: Create your first page

1. Click Create page and choose Checkout, Event, or Form.
2. Enter a product name and set your pricing.
3. Select a page layout.
4. Click Create checkout.

From the edit view, you can:

• Details — add a description, variants, file downloads, and license keys.
• Checkout — add custom fields, enable discount codes, and choose payment methods.
• Design — change the layout, colours, elements, custom CSS, and custom labels.
• After payment — configure the confirmation message, confirmation email, one-click upsell, email notifications, and integrations.
• Settings — set tracking pixels, dynamic pricing, and URL slug.

Step 4: Make a test payment

1. Open your page and click Make test payments.
2. Paste the test card details into the card field and click Pay.
3. Check your dashboard under Payments and your email for the test confirmation.

Step 5: Add your checkout to your site

Click Share & embed on your page and choose how to share it:

• Payment link — share the URL directly.
• Pop-up — open the checkout as a pop-up on your site.
• Buy button — add a button that links to the checkout.
• Embed — embed the checkout inline on your page.
• QR code — generate a QR code linking to the checkout.

Step 6: Create a coupon (optional)

1. Go to Coupons → Create coupon.
2. Fill in the coupon details and click Create coupon.
3. Enable Allow discount codes on checkout under Checkout → Discount code on your page.

Step 7: Manage customers and payments

• Customers — view a list of all customers. Click a customer to see their payments and subscriptions.
• Payments — view all payments. Click a payment to see the full details.

Customers can also manage their own purchases through the customer portal.

Step 8: Set up integrations (optional)

Connect Checkout Page with third-party tools using Zapier, webhooks, or Google Sheets under After payment → Integrations or Store settings → Integrations.

Next steps

You're ready to start selling. For detailed guidance on any feature, browse the help centre or contact support via live chat.