When you create a new company in CashCloud, the Get Started checklist gives you a guided path through the key setup tasks. You can open it anytime by clicking Get Started in the top navigation bar — a progress percentage shows how far along you are at a glance. Once open, the checklist displays each step as an expandable card. Completed steps show a green indicator; incomplete ones remain gray. Some steps are locked until earlier steps have been finished.

You can close the checklist at any time by clicking the X in the top corner. It remains accessible from the top navigation bar until all ten steps are done.

CashCloud will ask for some business and ownership details to verify your account. This is a required step that helps protect against fraud and meet regulatory requirements.

Click Start verification to begin.

Enable additional services to expand your payment capabilities. This includes options like enhanced ACH remittance, printing services, Payee Onboarding, and PayShift.

Click Add services to go to the Services module. This step is marked as complete once at least one service has been added to your account.

👀 Note: This step is only visible to account Owners.

Add CashCloud Credits to your account so you can start using paid services. Some services, including Payee Onboarding and PayShift, require credits to be purchased before they can be activated.

Click Recharge credits to open Plans & Billing, where you can purchase credits. This step is marked as complete once your account has at least $20 in CashCloud Credits and automatic recharge is enabled.

👀 Note: This step is only visible to account Owners. For more about how Credits work, check out our article on Plans & Billing.

Configure data groups to define how payments and data are imported into CashCloud.

Click Create data group to get started. This step is marked as complete once at least one data group exists in your account. For more detail, check out our article on Data Groups.

Add a payor profile to specify which entity will be sending payments.

Click Create payor to open the setup screen. If you've already added a payor, clicking this will take you to the Payors module instead. For more detail, check out our article on Managing Payors.

Enter your bank details and add a bank account so your payor can start issuing payments.

Click Add a bank to get started.

💡 To keep in mind: This step becomes available once you have created your payor in step 5. For more detail, check out our articles on Adding and Managing Banks and Adding and Managing Bank Accounts.

Add the details of the first person or business you plan to pay.

Click Create Payee to add your first payee. For more detail, check out our article on Managing Your Payees.

PayShift lets your payees choose how they want to receive their payment before you disburse it.

Click Configure to go to the PayShift rules module, where you can define your payment conversion rules.

👀 Note: This step is only available once the PayShift service has been enabled on your account. For more detail, check out our article on PayShift Overview.

Define the approval, signature, and disbursement scenarios your team will use to process payments. You can also configure what happens after disbursement, including printers, templates, payee notifications, and emails.

Click Create workflows to go to Workflows → Approvals.

💡 To keep in mind: This step becomes available once earlier steps in the checklist are complete. For more detail, check out our article on Managing Workflows.

With your account configured, you're ready to create and send your first payment in CashCloud.

💡 To keep in mind: This step becomes available once earlier steps in the checklist are complete. For a full walkthrough, check out our article on How to Disburse Your First Payment.

Need a hand? Contact our support team at [email protected] and we'll take it from there 🙌