Knowledgebase
Step-by-step help for every part of the Truvora platform.
Getting started
Creating your account and verifying your email
Sign up, verify your email address, and reach your dashboard for the first time.
The onboarding wizard
Business details, currency selection, and what happens during live-processing review.
Sandbox vs live mode
What's different between the two environments and how to go live safely.
Taking payments
Hosted checkout links and branding
Create shareable checkout pages for one-time purchases and subscriptions, then match them to your brand.
Virtual terminal: running a sale or refund
Take a card payment by hand from the portal — no integration required.
Transactions: search, capture, void, refund
Find any transaction and take follow-up actions from the detail view.
Saved cards and tokenization
Charge and refund by token without ever touching raw card numbers.
Billing
Products and prices
Create your catalogue with one-time and recurring prices.
Customers: records, cards and defaults
Create customers, attach saved cards, and set the card billed by default.
Subscriptions: create, pause, cancel
Recurring billing lifecycle — coupons, pausing, resuming, cancelling and charging now.
Invoices: collect, void, uncollectible
Read an invoice, collect an open one, or close it out without payment.
Coupons and promotion codes
Discounts by percentage or fixed amount, for subscriptions and invoices.
Money & operations
Account & team
API keys: creating, rotating, revoking
Transaction keys vs billing secret keys, and how to handle them safely.
Inviting team members and roles
Give staff access to the merchant portal with the right level of control.
Webhooks: events, signatures, replay
Get notified about payments and billing events, and verify they're genuine.
Checking platform status
The public status page and what each component status means.
Integrating with the API? See the Developer Docs.