About the Signup Form
Partners seeking Our platform offers an out-of-the-box merchant onboarding solution can leverage a Payrix Signup Form as their Merchant on-boarding form.
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Merchant boarding solution using our fully integrated Signup Form for new Merchant boarding.
“Sign Up” links to the Signup Forms are created as part of your white labeling process with your
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domain. These can be added to your site or application, as well as sent out via email to
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prospective Merchants.
Signup Form backgrounds, sub-headers, and error text are fully customizable to match your company logo and theme.
The Signup Form requires no backend engineering on your part.
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You can add customizations to the Signup Form by working with the Payrix team directly and ensuring your new Merchants experience a seamless onboarding boarding process.
For example, including include a custom pricing and fees Group that will apply to any Merchant that signs up via your form. You can also create multiple Signup Forms with varying customizations to match agreements with different Merchants.
Signup Form Features
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The Merchant Signup Form offers the following features with no backend development work.
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 Like “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. |
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indicate each requirement is met.
"Finish Later" button allowing Merchants to save their signup progress and return at a later time.
Fully customizable background, sub-headers, and error text to match your company logo and theme.
Signup Form Layout
The Signup Form is for is made up of information submitted by the Merchant about their Business Entity, Owners, Bank Account for Transactions, and Legal Compliance Agreements using the four sections below:
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About The BusinessThis section requests the basic information about the business formation as well as setting the primary parent user login for |
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Merchant (username and password). |
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About The OwnerThis |
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section requests |
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information regarding the |
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stakeholders/owners |
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of a company. This includes owner(s) personal information such as email address, mailing address, phone number, and date of birth. |
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Add Bank AccountThis section requests bank account information for the |
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Merchant’s business account. This requires a routing number, account number, and account type. |
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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 link 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.  |
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Terms and ConditionsThis section can be used to request signatures or documents from |
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Merchants, as well as to receive agreement and review from the |
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Merchant regarding the platform’s terms and disclosures. |
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How to Create a Signup Form
Use the steps below to create a new Merchant Signup Form.
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Step 1: |
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From the Portal Dashboard, click Signup Forms from the Forms tab on in the menu bar. |
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 Step 2: |
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Click the “ |
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 Step 3: |
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In General Settings, set Page Settings, Header Fields, Color Styling, and Merchant Login Configurations for your Signup form. |
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 Step 4: |
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In Business Info, define your Business Field Configurations or add Custom Business Fields to your form. |
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 Step 5: |
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In Ownership Info, define your Principal Field Configurations or add Custom Ownership Fields to your form’s About the Owner section. |
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 Step 6: |
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In Banking Info, define your Business Field Configurations (including using our Plaid integration), or add custom fields to your form’s Add Bank Account section. |
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 Step 7: |
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In Terms & Disclosures, define your Terms and Conditions (including required document upload or signature), or add custom fields to your form’s Terms & Conditions section. |
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At the bottom of the Terms & Disclosures menu, click the CREATE SIGNUP FORM button To create the signup form. |
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 Step 8: |
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You’ll be taken back to the Signup Forms menu of the portal where your newly create |
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Merchant signup form will be available at the top of the menu’s list. |
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 Step 9: Click the three dots on the right hand column next to your newly created form to copy the link.
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See also: Boarding Merchants in the Portal childrenthe content below for more details on the Merchant Signup Form: