The Stax Platform: How to Set Up Your Stax Platform

Easily set up your Stax Platform to accept credit card payments digitally.

For help with logging into your account for the first time reach out to your account manager or submit a Request Form.

Set Up

Once logged in to Stax Pay, you will be taken to your dashboard. If you’ve logged in previously, you may have seen a quick tutorial on how to use your Stax Platform. To view the tutorial again, select the ? dropdown in the top right of your screen, and select Onboarding Guides to be taken through the steps again.

 

Test Transaction

Once you’ve logged into your account, you are ready to run your first test transaction!

  1. Select Take Payment (located in upper right corner)
  2. Enter the billing details for the payment
  3. Enter the card number and expiration date (the CVV is optional)
  4. Enter the Amount 
  5. Click Charge

Once the transaction processes you will immediately receive a message regarding the status of the payment. 

The Stax Platform also gives you the ability to schedule a payment or invoice, add a "pay now" button to your website, or pre-authorize a transaction - to learn more about all of the functionality, please reach out to the Support team to schedule a more in-depth walk through!