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Setting up online payments
Setting up online payments

How to set up the online payments feature.

Meredith Owens avatar
Written by Meredith Owens
Updated over a week ago

To start collecting online payments, you'll need to provide a few details about your community, your community’s deposit account, and a designated representative. Before getting started, we recommend reading through the list of requirements here.

When you're ready, visit the "Online payments" section in the Admin Portal to complete the 5-step setup process.

Country

You’ll first be prompted to identify the country in which your community’s legal entity is established.

Community

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.

For Canadian communities, you will be asked to enter the Federal Business Number (BN) received by the Canada Revenue Agency.

Director

To complete the next step, you must be a director in your community. Here, fill in your information as the designated representative. The instructions at the top of the page provide more information about this.

For Canadian communities, you are required to add all directors to this step. Start by listing yourself as the first director, followed by the other directors and their information. As the first listed director, you will become the designated representative. Please follow the instructions at the top of the page to ensure this is being filled out correctly.

Deposit account

Next, you’ll be asked to enter the banking information for your community’s deposit account.

Review

Lastly, carefully review the details you’ve entered. You can click on the “Edit” button at the top of each section to go back and update that information. Once you’ve verified that everything has been entered correctly, click the “Submit” button!

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