Setup Checklist¶

Work through these in order. Each takes a few minutes, and together they turn a fresh install into one that can take orders and provision hosting. The admin dashboard shows the same checklist and ticks items off as you complete them.

Note

You do not need every item to start, but email and at least one payment gateway are required before real customers can order.

1. Company details¶

Setup → General Settings

Company Information: company name, address, support email.
Localization: default language, currency and timezone.
Invoices: numbering, due terms and how tax is shown.

This is your business identity: it appears on invoices, emails and the client area.

2. Email delivery (required)¶

Setup → General Settings → Mail Configuration

Choose SMTP, fill in your mail server, save, and press Send Test Email. Until mail is configured nothing reaches your customers: no invoices, no order confirmations, no ticket replies.

➡️ Configure Email

3. Payment gateways (required)¶

Setup → Payment Gateways

Enable at least one: Stripe, PayPal, Mollie, Razorpay, Authorize.Net, iyzico, Tpay, or Bank Transfer for payments you confirm by hand.

➡️ Payment Gateways

4. Servers (if you sell hosting or VPS)¶

Setup → Servers

Add the server accounts are created on (Panelica, cPanel, Plesk, DirectAdmin, HestiaCP, Proxmox or Vultr) and test the connection.

➡️ Connect a Server

5. Your first product¶

Setup → Products/Services

Create a product group (for example "Shared Hosting"), then a product linked to your server, with a billing cycle and a price.

➡️ Your First Sale

6. Domain pricing (if you sell domains)¶

Setup → Domain Pricing for the extensions and their prices, and Setup → Domain Registrars for the registrar that registers them.

➡️ Sell Domains

7. Tax (if you charge tax or VAT)¶

Setup → Tax Rules

➡️ Tax Rules

8. Staff (optional)¶

Setup → Admin Roles and Setup → Admin Accounts: roles with the permissions each job needs, then the people.

➡️ Staff & Roles

Setup → General Settings → Email Verification: new customers confirm their address before they can order. On by default.
Setup → General Settings → Fraud Screening: MaxMind or FraudLabs Pro scores each order; a risky one is held under Orders → Fraud.

10. The cron runner (required for automation)¶

Invoices, reminders, suspensions and provisioning retries run on a schedule. On your own server, add the cron line from the installation guide:

* * * * * cd /var/www/pnlcs && php artisan schedule:run >> /dev/null 2>&1

The Docker image runs the scheduler by itself.

➡️ What runs and when: Scheduled Commands

Ready?¶

➡️ Your First Sale: one full order, from shop to a running hosting account.