Getting set up
Everything happens on the Finance page — there are no external redirects:- Open Finance and choose Continue as individual or Continue as business
- Complete the embedded onboarding form (identity, bank account) right on the page
- When onboarding finishes, your account shows Charges enabled and you can start collecting payments
Creating the Finance account and payment links requires the ADMIN role. Any workspace member can view payments.
The Finance page
Once active, the Finance page shows:- Status badges — Charges enabled, Payouts enabled/pending, business type, and country
- Recent payments — every payment with its amount, description, customer email, source (payment link or site), and date; site payments link straight to the site
- New payment link — create a reusable link to share (see Payment links)
- Payouts & account — expand to manage payouts and your account details, embedded in the page
Payouts and account management
Payout schedule, bank details, and account information are all managed in-app from the Payouts & account section — no separate dashboard to log into.Payments power the rest of Sontairo
- Workspace owners and admins get an in-app “Payment received” notification for every payment
- Payments fire the When a payment is received trigger in Helm automations — log the sale in your CRM, send a thank-you email, or kick off an AI agent
- Site payments roll up into the site’s Revenue tile on Site health
