> For the complete documentation index, see [llms.txt](https://crosspay-crypto.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://crosspay-crypto.gitbook.io/docs/user-guide/crash-course.md).

# Crash Course

## Connect Wallet

No data shared here! All you need to do is connect your wallet and approve the sign in message to enable access to everything crosspay has to offer. It's as easy as...

<table data-view="cards"><thead><tr><th></th><th></th><th></th></tr></thead><tbody><tr><td><ol><li><strong>Click connect wallet</strong></li></ol></td><td><img src="/files/uQ0ksidhEoMApI59iXiv" alt=""></td><td>Click and select the network to sign in with</td></tr><tr><td><ol start="2"><li><strong>Approve Wallet Connection</strong></li></ol></td><td><img src="/files/fTbmcjJQkYsba3bCpNmq" alt=""></td><td></td></tr><tr><td><ol start="3"><li><strong>Approve Sign In Message</strong></li></ol></td><td><img src="/files/fJCqSGzYLn3IS82c7vnf" alt=""></td><td></td></tr></tbody></table>

## Account Set Up

Create a bespoke experience by setting up your organisation profile, all available on the accounts tab.

<figure><img src="/files/H7wTNZm1kGTzScjvQmYD" alt=""><figcaption><p>Updating your profile picture and company name will show up on payment links and invoices</p></figcaption></figure>

## Create a Product

Manage your inventory directly through our application, **start by accessing the products tab**.

1. Click the 'Add Products' button

<figure><img src="/files/vCfEALXLcGqmmGlQG5bO" alt=""><figcaption></figcaption></figure>

2. Complete the details in the form and click 'Create'

<figure><img src="/files/jgwP3NrIsb86u5IMjicS" alt=""><figcaption></figcaption></figure>

## Create a Payment Link

Enable web3 payments into your business without a single line of code, **start on the payment links tab.**

1. Click the 'Create Payment Link' button

<figure><img src="/files/GhT9DVu7ZBeK7jnE8oeT" alt=""><figcaption></figcaption></figure>

2. Complete the payment link form \
   *Note: The credit wallet is the wallet receiving the funds, you can add a new wallet in the wallets section.*

<figure><img src="/files/NXTDbiTRQnf1q8pqnAzy" alt=""><figcaption></figcaption></figure>

## Share a Payment Link

On the payment link section, click the first icon in the options section and the link will be ready to paste to your customers.

<figure><img src="/files/P2aYo5ARjWJ3HGpErTRD" alt=""><figcaption></figcaption></figure>

## Deactivate a Payment Link

On the payment link section, click the third icon in the options section to deactivate your payment link instantly.

<figure><img src="/files/a2BCIOYfy33s6aigIlFB" alt=""><figcaption></figcaption></figure>

## View Transaction History

### View payment history for a single payment link

To view transaction history for a particular payment link, on the payment links section click the second icon in the option section.

<figure><img src="/files/du22AgQcPzcOzPOL93zE" alt=""><figcaption></figcaption></figure>

Here you can:

* View detailed transaction information by clicking on the transaction details link
* Clicking the first icon in the options tab will give you customer details
* Clicking the second icon in the options tab will give you details of the products purchased
* Clicking on the third icon in the options tab will give you a summary of the transaction

<figure><img src="/files/Hm86vSXqJVHj3CKU6XKC" alt=""><figcaption></figcaption></figure>

### View payment history for all transactions

In production...

## Add a Customer

Useful for invoicing and repeat purchases, **start on the customers tab**.

1. Click the 'Create Customer' button

<figure><img src="/files/BlkZvNtUt0UxNAgRZVHb" alt=""><figcaption></figcaption></figure>

2. Complete customer details form and click 'Create'

<figure><img src="/files/2bmCme6lqEBJOa2uoa6x" alt=""><figcaption></figcaption></figure>

## Create an Invoice

Create bespoke customer invoices, ready to take crypto payments. S**tart on the payment links tab.**

1. Click the 'Create Invoice' button

<figure><img src="/files/tnuMdsgZ5U6iS2qDm8TA" alt=""><figcaption></figcaption></figure>

2. Complete the invoice generation form \
   *Note: The credit wallet is the wallet receiving the funds, you can add a new wallet in the wallets section.*

<figure><img src="/files/j0f9echFuYI1XBZPEdme" alt=""><figcaption></figcaption></figure>