> ## Documentation Index
> Fetch the complete documentation index at: https://help.getposbridge.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Overview: 10 Steps to First Payment

> The complete overview — what to do and in what order.

<Tip>
  Plan about 15–20 minutes for initial setup. You need: SumUp account, SumUp Solo terminal, iPad or iPhone with Shopify POS.
</Tip>

*About 15–20 minutes total*

<Steps>
  <Step title="Request access and install the app">
    Open [Request access](https://getposbridge.com/en/#onboarding) on getposbridge.com. After review you receive a personal install link — POSBridge is not publicly listed on the Shopify App Store.
  </Step>

  <Step title="Connect SumUp Account (OAuth)">
    POSBridge → Settings → **Connect SumUp via OAuth** → log in with SumUp account → click **Allow**. Done — no API key or merchant code needed.
  </Step>

  <Step title="Enable Cloud API on the terminal">
    On the SumUp Solo: swipe down → **Connections** → **Cloud API** (sometimes **API**). A pairing code (8–9 alphanumeric) appears — enter it later in the app. Solo and iPad need internet, not the same Wi-Fi.
  </Step>

  <Step title="Pair terminal">
    POSBridge → Terminals → **Pair new reader** → enter the pairing code (8–9 alphanumeric) in the app → Pair.
  </Step>

  <Step title="Assign terminal to a location">
    Terminals → **Assign** (dialog **Assign terminal**) → Shopify location → **Assign**.
  </Step>

  <Step title="Create manual payment method">
    Shopify admin → **Sales channels** → **Point of Sale** → **Customize in-store** / **Edit POS app** → **Checkout** → **Add custom payment type** → name e.g. SumUp → Save.
  </Step>

  <Step title="Add POS Extension to Smart Grid">
    Shopify POS app → pencil icon → Add app tile → **SumUp Payment** → Done.
  </Step>

  <Step title="First payment">
    Shopify POS → add a product → **SumUp Payment** tile → **Send payment**. The amount goes to the SumUp Solo. Finish the sale with the **custom payment type** (POS editor: Sales channels → Point of Sale → Edit POS app → Checkout). Refunds use the Shopify POS return — there is no POSBridge refund screen.
  </Step>

  <Step title="Check Transactions">
    POSBridge → menu **Transactions** (title **Transactions & Reconciliation**) → **Synchronize**. Auto-match: card **Auto-Assignment (POS)** → **Edit**. Not Settings → Reconciliation.
  </Step>

  <Step title="Select plan (after trial)">
    After 7 days: POSBridge → Plans → choose plan → confirm in Shopify.
  </Step>
</Steps>


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