Getting Started

Pagato allows merchants to securely process orders and capture payments via messaging. If you have questions after reading this, send us an email. We're happy to help.

First, let's look at a typical scenario in which a merchant might use Pagato:


While chatting with a customer, the merchant uses Pagato to fill a cart on behalf of the customer and then sends the customer a checkout link via their messaging app.

Upon tapping the checkout link, the customer interacts with a mobile-web view that handles the checkout process and securely captures payment on behalf of the merchant.

When payment is complete, the merchant is notified instantly and fulfills the order. Captured funds are credited directly to the merchant's gateway account.


Now that you have an idea of how it works, let's walk through the steps to get started:

  1. Create an account and connect a payment gateway
  2. Quickstart
  3. Set tax rates
  4. Create stock items
  5. Create order
  6. Manage orders

Create Account

Pagato has a three-step signup process. In the first step, we ask you to enter your email address and create a password. In step two, we ask some more about your business – information provided here will be used to customize your Pagato checkout forms and emailed receipts. Step three asks you to connect your Pagato account to a payment gateway.

Connecting a Payment Gateway

Pagato integrates with your payment gateway to keep payments secure and PCI-compliant. Sensitive payment info is captured directly by your gateway and is never handled by Pagato. You’ll need to grant Pagato permission to process orders on your behalf by connecting Pagato to your payment gateway account. To do so, follow these steps:

  1. Select a payment gateway (choose from Braintree, QuickBooks or Stripe).
  2. Click 'Connect to [Gateway]' and you will be redirected to the gateway site.
  3. Follow the instructions presented on the gateway site to grant Pagato permission to create and handle payments on your behalf.
  4. Upon successfully connecting your Pagato account to the gateway, you will be returned to the Pagato Dashboard.

Your Pagato account is now connected to a gateway! Rest assured that although Pagato can create payments on your behalf, we cannot access your bank account or personal information. You may easily disconnect your gateway from Pagato at any time in the Integrations section of your Pagato dashboard or, alternatively, in your payment gateway account settings.


Quickstart

Once you have a gateway connected, you are ready to start processing simple orders. Let's create an order for a single ad-hoc stock item:

  1. Click on the Pagato logo (in the upper lefthand corner) to go to Chat POS.
  2. Click to add a customer.
  3. After adding the customer, click the button for that customer to open the Orders dialog.
  4. Click to open the New Order dialog.
  5. Click on the button to open the Open Item dialog.
  6. In the resulting Open Item dialog, create a test item with a unit price of $1.00 and click Add to cart.
  7. Back in the New Order dialog, open the Select card menu and set it to Send payment link.
  8. Click and select Checkout.


Pagato Order


Copy the checkout link and open it in a browser – or send it to yourself directly from Pagato via text message. Upon opening the checkout link, you'll see the checkout view and you may optionally enter payment details to complete checkout.


If you need to build orders quickly, we recommend you configure tax rates and import your item catalog. We'll explain how to do that next.


Create Tax Rates

Taxes are calculated on a per-item basis, before shipping. Applying taxes at the item level enables Pagato to support carts with items of mixed tax rates. We'll create our tax rates first, then assign them to items in the next step.

  1. Go to Dashboard > Settings > Tax Rates.
  2. Click on the Tax Rate button.
  3. Fill in the form with the appropriate values and click Save.

Repeat steps 1-3 until all your Tax Rates are created.


Create Tax Rate


A tax rate of 0.0000% is created for you by default and may be applied to non-taxable or tax-included items.


Create Stock Items

You need items to sell – so let's start creating items in the Dashboard:

  1. On your account’s Dashboard > Items page, click Add Item.
  2. In the resulting dialog, fill out the form.
    • Name should be descriptive but short, and meant to be seen by the customer.
    • SKU
    • Price
    • Variant ID
    • Location
    • Tax rate
  3. Click Save (or Save and add another).
  4. Repeat these steps for each item and item variation you wish to include.


Create Item


To save you time, Pagato can import stock items and customers from many popular e-commerce systems. Email support@pagato.com and attach the list of items you would like to import. CSV or XLS formats work best. If you aren't sure how to generate this list, check options for exporting stock items in the e-commerce software you currently use — or contact us for help.


Create Order

At last, let's create an order:

  1. From Chat POS, select an existing customer or click to add a test customer.
  2. Click the button for that customer to open the Orders dialog.
  3. Click to open the New Order dialog.
  4. Start typing the name of the desired item and select from the autocomplete list to add the item to the order. Repeat as necessary until order is complete.
  5. Set the Select card menu to Send payment link.
  6. Click and select Checkout.


Pagato Order


Copy the checkout link and paste it into your messaging app – or send it to the customer directly via text message. Upon clicking the checkout link, the customer will be able to view their order and submit payment to complete checkout.



Manage Orders

When a customer clicks a checkout link that you have sent to them, they are taken to a page that displays their order and allows them to securely submit payment. When the customer completes the checkout flow–paying for the order–the transaction is complete.

When payment is received, Pagato updates the order status to Paid and notifies you via email and browser push notification. When you receive notice that an order has been paid for, click the link in the notification to view the order (you can also browse within the Chat POS to find it).

On the Order page, you can view the customer’s details–such as name and shipping address, and the items purchased.


Questions?

If you need help after reading this, send us an email. We're always happy to help with any questions you might have.