To start collecting online payments, you'll need to provide a few details about your community, your community’s deposit account, and your legal representative. Before getting started, we recommend reading through the list of requirements here.
When you're ready, visit the "Online payments" section of the Admin Portal to complete the 5-step setup process.
You’ll first be prompted to identify the country in which your community’s legal entity is established.
Next, you’ll enter your community’s legal information. These details can be found on your community’s Employer Identification Number (EIN) Letter from the IRS.
You’ll then enter your community’s legal representative information. Generally, this is a member of your community’s Board of Directors.
Next, you’ll be asked to enter the banking information for your community’s deposit account.
Lastly, carefully review the details you’ve entered. You can click on the “Edit” button under any section to go back and update that information. Once you’ve verified everything has been correctly entered, click the “Submit” button!