> For the complete documentation index, see [llms.txt](https://docs.cryptoix.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cryptoix.io/how-to-guides.md).

# How To Guides

Welcome to the Cryptoix Help Center! Here you'll find guides and explanations to help you get the most out of our cryptocurrency payment solutions.

## Setting Up a New Payment Method

Accepting cryptocurrency payments is easy with Cryptoix. Follow these steps to set up your first payment method:

1. **Log in to your Cryptoix Merchant Dashboard.**
2. Navigate to the **Settings** section.
3. Click on **Payment Methods**.
4. Click the **Add New Payment Method** button.
5. **Select the cryptocurrency** you wish to accept (e.g., Bitcoin, Ethereum, Litecoin).
6. **Save** your new payment method.

**Tip:** You can set up multiple payment methods for different cryptocurrencies to offer your customers more options.

## Creating and Managing Invoices

Invoices allow you to request specific cryptocurrency payments from your customers.

### Creating an Invoice

{% stepper %}
{% step %}

### From your Cryptoix dashboard, go to the **Invoices** section.

{% endstep %}

{% step %}

### Click **Create New Invoice**.

{% endstep %}

{% step %}

### Fill in the invoice details:

* **Customer Information:** Name, email (optional).
* **Amount:** The total amount due.
* **Currency:** The fiat currency the amount is based on (e.g., USD, EUR).
* **Cryptocurrency:** The cryptocurrency the customer will pay in. Cryptoix will automatically calculate the equivalent amount based on the current exchange rate.
* **Description:** A brief note about the payment.
* **Due Date:** When the invoice should be paid by.
  {% endstep %}

{% step %}

### Click **Create Invoice**.

{% endstep %}
{% endstepper %}

### Managing Invoices

In the **Invoices** section, you can view the status of all your invoices (e.g., Pending, Paid, Expired). You can:

* **View Invoice Details:** Click on an invoice to see all transaction information.
* **Send Invoice:** Share the invoice link with your customer via email or message.
* **Cancel Invoice:** If the payment is no longer needed.
* **Resend Invoice:** To remind a customer about an outstanding payment.

**Example:** You can create an invoice for $50 USD, payable in BTC. Cryptoix will show the customer the current BTC equivalent. The exchange rate is typically locked for a set period (e.g., 15 minutes) after the invoice is generated. This locked rate applies to the base invoice amount. Please note that blockchain network fees, which are separate from the invoice amount, may be deducted from the customer's payment as described in the 'Understanding Transaction Fees' section.

## Processing Payouts

Transferring your cryptocurrency funds out of Cryptoix is straightforward.

{% stepper %}
{% step %}

### Navigate to the **Payouts** section in your dashboard.

{% endstep %}

{% step %}

### Click **Request Payout**.

{% endstep %}

{% step %}

### **Select the cryptocurrency** you want to withdraw.

{% endstep %}

{% step %}

### **Enter the amount** you wish to withdraw.

{% endstep %}

{% step %}

### **Provide your wallet address** for the selected cryptocurrency.

Double-check this address for accuracy, as cryptocurrency transactions are irreversible. You can manage your saved withdrawal addresses in the **Settings > Payouts** section of your dashboard.
{% endstep %}

{% step %}

### Review the transaction details, including any applicable fees.

{% endstep %}

{% step %}

### Click **Confirm Payout**.

{% endstep %}
{% endstepper %}

**Tip:** For security, you may need to complete a two-factor authentication step before confirming the payout. Ensure your withdrawal address is saved correctly in your **Settings > Payouts** section to avoid errors.

## Connecting E-commerce Platforms

Cryptoix integrates seamlessly with popular e-commerce platforms to automate your crypto payment processing.

### General Steps

{% stepper %}
{% step %}

### **Install the Cryptoix Plugin:**

Download the appropriate plugin for your platform from your e-commerce platform's respective app store (e.g., WordPress Plugin). Follow the plugin's specific installation instructions. For the latest plugin versions and information, you can visit the [Plugin page](https://cryptoix.io/plugins).
{% endstep %}

{% step %}

### **Configure Plugin Settings:**

* Navigate to your e-commerce platform's payment settings.
* Select Cryptoix as a payment method.
* Enter your **API Key** and **API Secret** obtained from your Cryptoix Merchant Dashboard (**Settings > API Keys**).
* Choose the cryptocurrencies you want to offer.
* Customize the appearance of the payment options on your checkout page.
  {% endstep %}

{% step %}

### **Save Settings.**

{% endstep %}
{% endstepper %}

**Supported Platforms:**

* WooCommerce
* Easy Digital Downloads

**Example (WooCommerce):**\
After installing the Cryptoix payment gateway plugin, go to **WooCommerce > Settings > Payments**. Enable Cryptoix, enter your API credentials, select accepted currencies, and save. Customers will now see crypto payment options at checkout.

**Tip:** Always refer to the specific documentation for your e-commerce platform's Cryptoix plugin for detailed integration steps.

## Configuring API Keys

API keys allow your applications or e-commerce platforms to securely interact with your Cryptoix account.

{% stepper %}
{% step %}

### Log in to your Account.

Log in Your [**Merchant Dashboard**](https://cryptoix.io/dashboard/).
{% endstep %}

{% step %}

### **Gateways** .

go to [gateways](https://cryptoix.io/dashboard/gateways) and first create [new gateway](https://cryptoix.io/dashboard/gateways/create)
{% endstep %}

{% step %}

### Select **API Keys**.

{% endstep %}

{% step %}

### Click **Generate New API Key**.

{% endstep %}

{% step %}

### **Name your key:**

Give it a descriptive name (e.g., "WooCommerce Integration", "Custom App").
{% endstep %}

{% step %}

### **Set Permissions (Scopes):**

Choose the specific actions this key can perform. For example, you might grant permission to create payments but not to withdraw funds.
{% endstep %}

{% step %}

### Click **Generate**.

{% endstep %}

{% step %}

### **Crucial Security Note:**

Your **API Secret** will only be displayed **once** immediately after generation. You **must** copy and securely store both the **API Key** and the **API Secret** at this moment. They cannot be retrieved again later.
{% endstep %}
{% endstepper %}

**Tip:** Create separate API keys for different integrations and grant only the necessary permissions to enhance security. Regularly review and revoke unused keys.

## Customizing Your Merchant Dashboard (Appearance & Branding)

Personalize the Cryptoix interface to match your business branding.

{% stepper %}
{% step %}

### Navigate to **Settings** in your dashboard.

{% endstep %}

{% step %}

### Select **Appearance** or **Branding**.

{% endstep %}

{% step %}

### You can typically customize:

* **Logo:** Upload your company logo.
* **Color Scheme:** Adjust primary and secondary colors to match your brand.
* **Favicon:** Upload a small icon for your browser tab.
  {% endstep %}

{% step %}

### **Preview** your changes.

{% endstep %}

{% step %}

### Click **Save Changes**.

{% endstep %}
{% endstepper %}

**Tip:** A consistent brand experience across your website and payment pages builds trust with your customers.

## Understanding Transaction Fees

Cryptoix charges fees for processing cryptocurrency transactions. These fees help us maintain and secure the network.

* **Processing Fee:** A percentage of each successful transaction. This fee is charged by Cryptoix.
* **Network Fee (Gas Fee):** For certain blockchain transactions, a fee is required to compensate the network validators/miners. This fee is paid to the blockchain network itself, not to Cryptoix. The amount can vary based on network congestion. **This network fee is typically deducted from the amount the customer pays, reducing the final amount you receive, or it may be presented as an additional cost to the customer at checkout, depending on the integration.**

You can always find the most up-to-date fee schedule in the **Pricing** section of our website or within your dashboard's **Settings**.

**Example:** If you accept a payment of $100 USD, payable in BTC, and the Cryptoix processing fee is 0.5%, Cryptoix will deduct $0.50. The blockchain network fee for that transaction might be an additional small amount (e.g., $0.10), depending on the cryptocurrency and current network conditions. This network fee would be deducted from the BTC sent by the customer, meaning you would receive slightly less than $100 USD worth of BTC.

**Tip:** Review the fee structure before integrating to ensure it aligns with your business model. We strive to offer competitive and transparent fees.


---

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