Get Started with Labels and Payment on Delivery
This guide is for merchants who want the simplest start: create or import orders in PortalX, print shipping labels, and let customers pay at the door by scanning the QrX QR code. No webshop integration and no developer are needed.
In PortalX this is the setup path I want labels and payment at the door, no integration in the Get Started guide (Settings > Business > Get started).
1. Set Up Your Business (about 10 minutes)
Complete your company details. QrX keeps the company name, address and VAT or Chamber of Commerce number from your signup. If something is missing or changed, click Ask QrX in the step and QrX completes it for you. The step ticks when all details are known.
Add your sender address: Settings > Operations > Addresses. Replace the example address from signup with your own.
Connect your payment provider: the channel's Payments tab (Stripe, Mollie or MultiSafePay). Your provider settles the payments to you; QrX never holds the money.
2. Set Up Labels (about 15 minutes)
Connect a carrier: Settings > Operations > Shipping Providers. For UPS you can use your own contract or the QrX UPS Payment on Delivery account.
Connect your label printer: Settings > Preferences > Printing. You need a free PrintNode account and the PrintNode client on the computer with the printer. You can also download labels as PDF.
Create a shipping rule (optional but recommended): Settings > Operations > Shipping Rules, so every order gets the right carrier automatically.
3. Create Your Orders
One by one: Transactions > Create Transaction. Choose type Payment so the customer pays at the door, switch on Create shipment/label and pick the shipping method. Save the form as a Template if you create similar orders often.
Many at once: on Transactions, use Import with a CSV or Excel file. Shipping rules apply to imported orders.
Products (optional): add them under Products > Catalog so order lines can be picked from a list.
4. Print and Test
Tick the order on Transactions and click Print Shipping Labels (and Print Packing Slips if you want).
Make a test payment: create a transaction with Test Mode on, scan the QR code on the label with your phone and pay with a test method. No real money moves.
5. Go Live
Optionally require a PIN on the payment page for extra delivery security.
Ask QrX to go live through Chat with QrX in the guide.
Your first live payment at the door completes the path.
Grow Later
When your order volume grows, add a module in the guide with Add module: Shopify, API and webhooks, Returns or Customer communication. Your progress stays. See "Choose Your QrX Setup Path".
Common Problems
"Please fill in all required fields": an order needs an order id, channel, an amount above 0, name, address and at least one order line.
"PrintNode is not set up": finish the printing step, or download the label.
A test method is greyed out for a live order: carrier methods in test mode can only be used for test transactions.
When to Contact Our Support Team
Contact QrX support when you are ready to go live, or if labels cannot be created for a carrier account you connected.
