Payment Configuration is the final step to go live with Booking & Payments!

Section 1: Navigating to the Starting Point

• Menu – Navigate to Settings > Payment > then look at the bottom of the page 
• New Start – Select Create a Legal Entity then select the entity type between individual & organization

  

• Resume Start – Select Modify Account

  

• Once you get to this screen you are ready for the next section:

  

Section 2: Business Details

• Country/Region of Establishment – Choose the country this venue operates in

  

• EIN Registration (USA) – Provide the Employer identification number

  

  • VAT Registration (ROW) – The VAT number is needed in the Additional Business Details step

    

• Company Structure – Choose between the options below

  

• Additional Business Details – Enter in all the information needed below

  

• Summary – Double check your information then click submit

Section 3: Decision-makers (Owner or Signatory)

• Personal Details – One person may hold multiple roles, ensure you select all relevant options then fill out the rest of the information

  

• Address – Fill in your home address

  

• Summary – Double check your information then click submit

Section 4: Payout Details

There are two options to choose from when setting up the Payout Details, Verify Via Mobile Banking App and Upload a Bank Statement

Verify Via Mobile Banking App	Upload a Bank Statement
For the Verify Via Mobile Banking App you will start by selecting your bank account Then sign into your bank to sync the account (The login screen will vary based on what bank you use)	For the Upload a Bank Statement option you will need to start by providing an account number and a routing number For the Bank Document step you will need to provide one of the following documents to verify your bank account: Bank Confirmation, VAT Document, or a Bank Statement (showing account details)

Once submitted, the banking information can take up to 24 hours to undergo the verification process.

Section 5: Stores

There are 2 types of stores you will need to set-up for your venue: An Ecommerce Store & A POS Store. The store option will only appear after the 24 hour verification process from the banking information step is completed.

The Ecommerce Store is used for online purchases and requires the following information:

• Name
• Address
• Desired Payment Methods

The POS Store is used for purchases made at the venue and requires the following information:

• Name
• Address
• Desired Payment Methods

Create Store 1 – To start creating the first store select Add an Ecommerce Store + located above the connected devices.

Name and Address – Enter in the desired name, then the address of the venue then select create.

Create Store 2 – To start creating the second store select Add an POS Store + located above the charge types.

Name and Address – Enter in the desired name, then the address of the venue then select create.

Payment Methods – After the stores are created there will be a + Add Payment Method button at the bottom of the stores. Select this and then check any payments types your venue will accept.

Section 6: Profit!

You are all done setting up the Payment Configuration for your venue!

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