⚠️ This article is applicable to customers using Storable Payments to process payments. Storable Payments is currently being Beta tested by a small number of users and will be available to all storEDGE customers at a later date.
You will need either your most recent tax return or your most recent SS-4 form to set up a new facility. Please be sure you have one of those documents available before you start. If you have any questions during onboarding, please reach out to your Implementation Consultant or email email@example.com.
Step 1: To get started with Storable Payments, go to the application link provided to you by the storEDGE Implementation team.
Step 2: You will first see the Payments Pre-Application page. Your facility name will be pre-entered. Select your business type and facility time zone. Scroll down to review your fees and click Start the Application to continue.
If you have questions about your fees, please contact your sales representative.
|Step 3: On the Business page, enter your business information in the Business Overview section.|
|Step 4: Fill in the fields in the Business Details section.
|Step 5: Enter your business address. This address must be the physical address of the location where payments are accepted and match your tax records.|
Step 6: On the Owners page, enter owner information for all owners with 25% or more ownership.
Click the Add Owner button to add an additional owner. (Note: if you selected “Sole Proprietor” on Step 2, you will not see the option to add additional owners)
See the FAQs below for more information about why we are required to collect personal information and who should be listed as an owner.
Once all owners are entered, click Next.
Step 7: On the Bank page, add your bank account information.
Select whether you’d like to link the account or add the account manually.
Link Existing Bank Account: If you choose to link the account, we will use Plaid to link your bank account. Click Link Existing Bank Account and you will be redirected to a secure web page where you will be prompted to choose from a list of eligible banking institutions and login to your online banking. Plaid will also instantly validate the information you submit.
|Step 8: On the Terms & Conditions page, review the Bank Disclosure Page and Merchant Terms and Conditions. Click Sign Up to complete your application.|