Note: It's possible that your provider may have completed the below setup process for you. In that case, please follow the steps in the Congratulations email to reset your temporary password, take a look at Logging in as an Administrator, and navigate to the main menu for next steps.
Step 1 - Accept Invitation
To accept the invitation and complete the setup process for your payments website, simply click the link in the email invitation. By clicking on this link, you will be taken to the portal to complete your setup.
If you cannot locate the emailed invitation or your link does not work, please contact your provider.
Step 2 – Create an Account
You will need to enter some information to create your account. You will use these credentials in the future to log into your site as an administrative user. You may notice some of the fields have been pre-populated based on information that was included in your invitation.
- Name
- Login ID (Email)
- Password
All information here can be modified, except for the selected package.
Enter a password and re-enter the verify and confirm.
Your password must follow the below rules:
- Minimum length of 8 and maximum of 16.
- Previous passwords cannot be used.
- Cannot use your name or Login ID.
- Must contain at least 3 of the following:
- 1 or more uppercase characters
- 1 or more lowercase characters
- 1 or more numerical digits
- 1 or more special characters (*+-./=?^_{}~!@$)
Click 'Sign Up and Continue' to move to the next step.
Step 3 – Company Info
Next, you will provide some basic information about your business.
- Company Name
- Company Website (if you have an existing company website, enter it here and we will create an easy link on your new payments site to direct customers back to your existing website)
- Industry
- Accounting Package
If you select QuickBooks Online as your Accounting Package, you will be able to sync billing data. If you do not wish to sync data, please select Other as your Accounting Package.
Then, provide two pieces of information needed to authenticate your customers. When customers come to your website to make payments the first time, they will enter in their Account Identifier (i.e. Account Number, Member Number, Client ID, etc.), and a secondary authentication value that we call Other Identifier. This value could be a Zip Code, PIN, Phone Number, etc., and is used for additional security. Note, the Account Identifier will also be the piece of data sent back to you to match payments back to specific customers, so this should be a value that is unique to each customer.
Next, provide a contact Phone Number and Email Address. This information will be accessible from your payments website so that customers know how to contact you with questions.
Click 'Save and Continue' when finished.
Step 4 – Website Info
This page defines the look and feel of your payment website.
On the left hand side, you will see the URL at which your new payment website will be available.
To complete configuration of your website, complete the following steps:
- Upload a Logo - when you have successfully uploaded a logo, you will see the image in the box on the website. Please adhere to the logo sizing standards explained on the page.
- Choose a branding color which will be used as an accent throughout the website.
To see a preview of your website, click Preview Website.
Click 'Save and Continue' to move on to the next step.
Step 5 – Payments
Here you will determine and confirm the different ways you will accept payments from your customers.
When your business was approved for an invitation, certain payment methods were enabled for your setup. On this page, you will see whether you have been approved to accept ACH/e-check payments (meaning payments will be debited directly from your customers' bank account) and/or Credit/Debit Card payments. If you were approved for both payment options, you have the option to turn one of them off at this time if you do not wish to offer this option to your customers.
The enabled Payment Methods are toggled on, showing up as green. To disable an option, click the toggle to switch it off.
If you are signing up for the Professional Package, you will also have the option to enable Automatic Payments. This will give your customers the option to setup automatic recurring payments of two type:
- Pay a Set Amount on a Set Date (i.e. $100 on the 1st of every month)
- Pay the Amount Due on the Due Date
To enable Automatic Payments for your customers, click the toggle to switch it on (turning it green.)
When done, click 'Save and Continue.'
Step 6 - Confirm
The Confirm screen displayed next shows the name of the package you signed up for and any pertinent information related to billing, terms of service, etc.
After you have read the message, click 'Confirm and Finish.'
CONGRATULATIONS, YOUR PAYMENTS WEBSITE IS NOW LIVE!
On the 'Finish' screen, you will see a Congratulations message and a link to log in to your payment website.
After you log in to the website, you can take the following actions:
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