Payment Configuration is a required step to go live with Booking & Payments!

Section 1: Navigating to the Starting Point

• The first step to setup payment configuration is to create or continue setup on a legal entity.
  • 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

• Now you will go through and fill in all your business information after selecting "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)

• Here you will fill in all the information required in the "Decision-makers" section.
  • 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

  • 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)

    

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

• Upload a Bank Statement

  • 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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