Below is a summary of all steps we recommend for a successful start. Feel free to print this page to use as a checklist for tracking your progress. Use each article in this Getting Started section for step-by-step instructions, best practices, and feature highlights. Then, cross items off the list as you complete them so you know what's left to do.
Step 1: Set up your workspace
- Download the mobile app.
- Confirm your time zone is correct.
- Review the business name, address, phone, and email for accuracy.
- Email a copy of your logo.
- Customize the 2 brand colors to complement your logo.
- Turn on project start reminders.
- Add other employees as users.
Step 2: Start creating content
- Add your payment policy.
- Set default payment terms for invoices.
- Start adding items to your library.
- Build your customer database.
- Enable your online review link.
- Send an email blast.
Step 3: Enable Payments
- Decide when it's the right time to add payments.
- Read our tips for completing the merchant application.
- Submit the merchant application.
- Confirm your email address and create a password for your new Merchant Portal login. (This is not the same username and password you use to log into Project 2 Payment.)
- Tour the Merchant Portal - Dashboard, Balance Details, Payouts, Reports, and Profile.
- Read about deposit timing and where to track your deposits. Contact support right away if you have any questions.
- If you are interested in surcharging, submit a request to add that feature to your account at no extra cost.
Step 4: Dive into projects
- Set up a project request page.
- Start sending estimates.
- Create your first project.
Step 5: More ways to take payments (requires a merchant account)
- Make sure you know how to mark invoices as paid by cash or paper check.
- Turn on your payment page and add it to your website.
- Learn how to send a simple invoice without creating a project.
- Explore your options for taking quick payments without projects and invoices.
Your feedback matters! If you are loving Project 2 Payment, please consider submitting a Google Review. If you've encountered any issues, please reach out to our Support Team so we can help.