Recaudo Docs
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Introducción

Getting started

Set up your account and send yourself your first test charge in a few minutes.

Before you start

During your trial you don't need a card to test a charge. The first time you sign in you land on the Getting started page; after that you'll find it in the “Getting started” card at the bottom of the sidebar, with your progress.

Tell us about your business

  1. Enter your business name

    Under “What is your business called?” type the name and click “Save”. Your customers will see it on payment links and messages.

  2. Pick what you care about

    Under “What matters most to you?” choose options such as Reply to messages, Get paid online or Organize customers. Recaudo orders the steps based on your choice.

  3. Choose your industry

    Under “What does your business do?” pick your industry and Recaudo builds a sales pipeline with stages for your business and a tip for each one. Open it with “View board”.

Test a charge on yourself

  1. Request your test link

    Click “Send me a test link”. It arrives on your WhatsApp from Recaudo's test number. If it doesn't arrive, the page shows a QR code and the link so you can open it on your phone.

  2. Pay with the test card

    Use card 4242 4242 4242 4242. It's a test payment: no real money is ever charged.

  3. Watch the payment come in

    The page detects the payment and tells you “You received your first payment!”. That's how your customers' payments reach you.

Connect what you need to get paid

  1. Connect your WhatsApp

    Click “Connect WhatsApp” to use your own number to send charges and reply to customers. To connect it during the trial we ask for a card; we let you know before the first charge.

  2. Turn on payments

    In the payments step click “Turn on” and connect your payment gateway (for example, Stripe or Mercado Pago). Without a gateway you can't create payment links.

  3. Invite your team

    Click “Invite” to add the people who handle customers and payments, so they can see the conversations.

Dashboard with the Initial setup card
On the dashboard, the “Initial setup” card shows how many steps you've finished and which ones are left.

Tip

Would you rather do it with us? In the “Initial setup” card on the dashboard click “Want help setting it up?” and an advisor guides you over WhatsApp at no cost.

Next step

Create a payment link Charge your first real customer. Connect your gateway Turn on card and online payments. Reply to messages Handle WhatsApp, Instagram and Messenger in one inbox.
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