Starting out with your account

Congratulations! You have successfully created your Confirmo account. Let’s take a look at all the settings and features you can start using right now to leverage Confirmo to the maximum.

Create an invoice

Invoices are an essential tool to conducting cryptocurrency payments. Confirmo’s solutions enable your business to generate advanced, unique QR-code invoices for receiving payments in cryptocurrencies no matter your business type.

You can test Confirmo without any integration. Two of our solutions can be used to receive crypto payments right away.

The easiest way is to generate a payment button and place the code on your website. You can also try a payment from the dashboard.
Alternatively, you can create a manual payment request to send an email with a link that creates an email invoice when opened.

If you want to customize the creation of crypto invoices on your website, read our API documentation that includes sample code in various programming languages with mock server testing.

Once you have created a payment method, we recommend that you customize how your invoices behave in invoice settings. Read more about customizing invoices here.

Try a payment

If you have set up your account and created a payment method, we recommend that you test the implementation by making a payment to yourself. This will help you get a good idea of what your end-users will see, so you can make final adjustments before going live.

We recommend paying from crypto wallets that pay immediately. Do not pay from exchange wallets as they often batch outgoing payments. This can lead to prolonged dispatch times and therefore invoices may expire.

Create an email invoice or create a payment button.

Add withdrawal methods

Add a bank account or cryptocurrency wallet so you can withdraw balances from your Confirmo account. Set your preferences to suit your business needs.

Learn more about withdrawing from your Confirmo account here.

Set up 2FA

We take account security very seriously. That is why, among other things, we offer two-factor authentication on login. It is as simple as installing Google Authenticator on a mobile device and pairing it with your Confirmo account in Security settings.

You can use other tools to secure your Confirmo account as well. Learn more about these options here, and read about security best practices here.

Set up your profile

When your customer views a Confirmo crypto invoice, they are shown general information about the payment. This includes the name of the product, the amount to be paid, the list of supported cryptocurrencies, and more. Your public profile is displayed when the customer hovers over your logo, which can be customized as well. This creates an extra layer of trust and makes the payment more seamless, because the customer can quickly check who they are paying.

Set up your public profile here.

Verify your account

To maximize account security and comply with applicable law, we require that all our clients verify their account. Unverified accounts cannot make withdrawals from balances.

We have managed to streamline the process so that it is as easy as possible. Read more about our KYC here.

Add more users

There are four types of access to a Confirmo account. The person who created the account has an Administrator login, and can create any number of the three types of sub-accounts for different people accessing the Confirmo account. By setting these up and providing them to the relevant people, you can be sure that no one will be able to change the settings or conduct operations they are not authorized to. To create a new user account, go to the Settings – Users menu in your dashboard.

Set up notifications

Being up to date with account and payments activity is crucial. You can choose to receive email notifications about invoice exceptions, invoice payments, or URL failures here.

Activate payouts

If you want to make withdrawals in crypto from your Confirmo account, you can use Payouts. They offer a flexible, manual option for immediate cryptocurrency withdrawals. They can be further tailored using Confirmo’s API for:

Mass Payouts: Bulk transactions to numerous addresses at once.
Recurrent Payouts: Regularly scheduled transfers.

To enable the payout API, please send a request to [email protected]