The Signup Forms page contains a list of saved signup forms for Merchants and Referrers boarded through your account. A signup form is a pre-made, customizable template that allows you to board new Merchants and Referrers to the Payrix platform. A link to the signup forms is created as part of your Whitelabel Branding, using your own business domain. The link can be added to your site or application, as well as sent out via email to prospect merchants.
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Note: For more information on signup forms, see the Merchant Signup Form page and the Signup Form Definitions page. |
Navigate to the Signup Forms page by clicking SIGNUP FORMS under Forms in the left hand navigation panel.
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Signup Form Features:
Add custom fields for your Merchants to complete when signing up
Require the upload of specific documents or signatures from Merchants directly on the Signup form.
Add custom agreements and/or terms to your Signup process
Import information from earlier pages in the Signup form. (Such as Business Owner information.)
Instantly verify your Merchants' banking information as they sign-up with our Plaid integration.
“Success” and “Error” icons within the signup form indicating section info requirements are met.
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With Plaid, a new Merchant will be prompted to log in to their online banking within a secure hosted form and links the account directly to Payrix. This eliminates the need for them to manually type their account or routing information and ensures the account is validated and will not have any funding issues once processing begins. |
Related Pages
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