Complete your first-sale workflow
Use this guide when you are preparing to sell with AtomicPay for the first time. It connects the main setup areas in the order most sellers should complete them.
What this workflow covers
The first-sale workflow brings business setup, product setup, checkout, testing, reporting, and finance into one launch path.
| Area | Purpose |
|---|---|
| Business workspace | Holds company data, products, checkout links, team access, reports, and finance settings. |
| Product | Defines what the buyer is purchasing and how access or delivery should work. |
| Pricing | Controls one-time prices, subscription plans, offers, trials, and payment options. |
| Checkout | Gives buyers the page and link they use to pay. |
| Sales and Dashboard | Confirms whether the test or real purchase reached AtomicPay correctly. |
| Finance | Confirms bank account setup, available balance, pending balance, and withdrawal readiness. |
Before you start
Make sure you can access the correct AtomicPay account and business workspace. If you work with more than one business, switch to the business that should own the product, reports, checkout links, and withdrawals before changing settings.
You should also have the basic product offer ready: product name, sales page URL, price, delivery method, and the payment model you want to use.
Recommended setup order
Part 1 — Business and finance
- Create or select the correct business workspace.
[Screenshot: App header — workspace switcher open with the correct business selected.]
- Complete the business setup tabs: basic details, activity, partners when required, and finance.
[Screenshot: Business setup tabs — Basic details, Activity, Partners, and Finance with completion indicators.]
- Add a bank account or confirm the default bank account for withdrawals.
[Screenshot: Finance tab — bank account or PIX payout fields with default account selected.]
Part 2 — Product and pricing
- Open Products and start a new product.
[Screenshot: Products list — New product button visible.]
- On What will you sell?, choose your product type, then continue in the matching guide: course, mentorship, community, service, software, ebook, or link delivery.
[Screenshot: Product type selector — Course, Mentorship, Community, Services, Software, Ebook, and Link Delivery tiles visible.]
- Complete product details and approval fields.
[Screenshot: Product details form — name, category, sales page URL, and approval section.]
- Configure delivery for your product type in the guide linked in step 5.
[Screenshot: Product delivery settings saved — members area, ebook file, or delivery links visible.]
- Create the first plan and offer for the product.
[Screenshot: New plan form — price, billing type, and offer connected to the product.]
Part 3 — Checkout, test, and review
- Create the checkout link that buyers will use.
[Screenshot: Checkout links list — product link with copy button and UTM fields.]
- Open the checkout builder, review copy, and confirm the page is published.
[Screenshot: Checkout builder — published status and preview with price and payment methods.]
- Open the checkout as a buyer and check the page copy, price, payment methods, and delivery promise.
[Screenshot: Live checkout preview — offer summary, PIX/card options, and delivery copy.]
- Run a test purchase (see complete PIX payment flow or card flow).
[Screenshot: Test purchase complete — checkout success or pending PIX confirmation screen.]
- Open Sales and confirm the test sale is approved.
[Screenshot: Sales detail — approved test sale with buyer email and payment method.]
- Review Dashboard, Sales, and Finance so your team knows where to confirm activity.
[Screenshot: Dashboard — today sales, balance cards, and recent purchases after the test sale.]
App areas used in this workflow
| App area | Use it when |
|---|---|
| Businesses or Company settings | You need to complete legal, activity, partner, or finance details. |
| Products | You need to create the product, configure delivery, and prepare approval details. |
| Pricing | You need to create the plan, offer, trial, or subscription structure. |
| Checkout links | You need the buyer-facing purchase link. |
| Dashboard | You need a quick confirmation that activity is reaching the account. |
| Sales | You need to inspect a specific purchase or buyer status. |
| Finance | You need to confirm balance, bank account, and withdrawal readiness. |
What to verify before launch
| Check | Why it matters |
|---|---|
| Business data is complete | Incomplete business details can delay selling, finance review, or support investigations. |
| Product is ready | Buyers should not reach an inactive, incomplete, or incorrectly configured product. |
| Plan and offer are correct | Price, payment model, trial, and subscription settings affect buyer expectations and reports. |
| Checkout page is clear | The buyer should understand the offer, payment method, and delivery promise before paying. |
| Delivery is tested | Support problems often start when payment works but access does not. |
| Tracking is configured | UTMs, pixels, webhooks, and funnels should be ready before campaign traffic starts. |
| Finance is ready | Bank account and withdrawal readiness should be solved before money needs to move. |
Recommended first test
Use one complete buyer path from link click to payment confirmation. After the test, confirm the sale appears in the seller dashboard and that the buyer receives the expected access instructions.
If you use a subscription, also confirm the plan period, trial behavior, renewal expectation, and cancellation workflow before launch.
Common mistakes
- Creating a product in the wrong business workspace.
- Sharing a checkout link before the product, plan, or checkout status is ready.
- Testing only the seller dashboard and not the buyer delivery path.
- Adding UTMs after traffic has already started, which makes campaign reporting harder to compare.
- Waiting until the first withdrawal request to fix bank account details.
FAQ
Do I need to finish finance setup before my first sale?
You should finish finance setup before launch. A missing or incorrect bank account may not stop every checkout test, but it can delay withdrawals and create avoidable support work after sales start.
Should I test the checkout before sending traffic?
Yes. Test the full buyer path: open the checkout link, review the offer, complete payment when possible, confirm the sale appears in AtomicPay, and check that buyer delivery works.
Where should I check if the test sale worked?
Start with Dashboard for a quick activity check, then use Sales to inspect the purchase details. Use Finance only to understand balance and payout readiness after the payment is processed.
What if I use funnels, pixels, or webhooks?
Add and test those before launch. Tracking and automation should be verified before paid traffic starts, otherwise reports and external systems may miss early campaign activity.