Prerequisites: None  |  Estimated Time: 15 minutes

Description: This course covers everything you need to activate Canopy Payments, collect your first payment, and confidently manage deposits, refunds, and common issues—all in under 15 minutes.

Learning Objectives

• Choose the correct enrollment type and complete setup without errors
• Configure payment methods and surcharging to match your firm's needs
• Send invoices, collect payments, and manage recurring billing
• Understand deposit timing and reconcile batches against your bank records
• Resolve common payment issues independently