How do I get started with Storable Payments?

⚠️ 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

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. sE_payments_2.png
Step 4: Fill in the fields in the Business Details section.
  • Description for your bank statement (Secondary Descriptor): Add a descriptor to deposits. If deposits from multiple locations are made to the same bank account, this will show you which location. each deposit comes from.
  • Advanced Billing Indicator: If you aren’t sure, select NO.
  • Annual Processing Volume: Enter the average annual dollar amount processed at this location, or the projected average annual dollar amount you expect to process.
  • Average Transaction Amount: If you aren’t sure, enter $75.
  • Location type: If you aren’t sure, select Retail Storefront.
  • NDX Shipping days: If you aren’t sure, enter 0.
  • Percent B2B Sales: if you aren’t sure, enter 0.
  • Percent Ecomm Transactions: If you aren’t sure, enter 70.
  • Percent Keyed Transactions: If you aren’t sure, enter 30.
  • Seasonal Status: If you aren’t sure, select NO.
  • Custom Description: This field will be pre-populated. ⚠️ To prevent delays with your application, do not delete the data entered here. 
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. sE_payments_4.png
Click Next.  

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. 

Enter Bank Info Manually: If your bank is not eligible for linking via Plaid or you do not wish to use Plaid, click Add Account Manually. You will be prompted to enter the bank account type, routing number, and account number. 

Click Next.

Step 8: On the Terms & Conditions page, review the Bank Disclosure Page and Merchant Terms and Conditions. Click Sign Up to complete your application.   sE_payments_8.png


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