Page Comparison

If your business desires Our platform offers an out-of-the-box onboarding solution, that requires no backend engineering on your part, you can leverage a Payrix SignUp Form as your Merchant on-boarding form. With a SignUp Form, a link is created and can be sent to your new Merchants, making it easy to complete the sign-up process. Additionally, the background, subheader, and error text 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 domain. These can be added to your site or application, as well as sent out via email to prospective Merchants.

• Signup Forms are fully customizable to match your company logo and theme.

• The Signup Form requires no backend engineering on your part.

You can add additional modifications and customizations to the SignUp Signup Form by working with the Payrix team directly and ensuring your new Merchants experience a seamless onboarding boarding process.

For example, if you would like to include a custom pricing and fees Group that will apply that unique pricing to any Merchant that signs up via your form. You can also create multiple SignUp Signup Forms with varying customizations to match agreements with different Merchants.  Some of the other benefits of our SignUp Form include:

...

Signup Form Features

The Merchant Signup Form offers the following features with no backend development work.

• Add custom fields for your Merchants to complete when signing up

• The ability to require Merchants upload Require the upload of specific documents or signatures from Merchants directly on the Signup form as they signupThe ability to add .

• Add custom agreements and/or terms to your signup Signup process

• Access to our built-in Plaid flow - which instantly verifies Import information from earlier pages in the Signup form. (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 indicate each requirement is met.

• The "Finish Later" button allows 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 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:

About The Business

This section requests the basic information about the business formation as well as setting the primary parent user login for Merchant (username and password).

...

...

About The Owner

This section requests information regarding the stakeholders/owners of a company. This includes owner(s) personal information such as email address, mailing address, phone number, and date of birth.

...

Add Bank Account

This section requests bank account information for the Merchant’s business account. This requires a routing number, account number, and account type. 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

...

How to Create a Sign-Up Form

SAMPLE SIGNUP FORM

Here are links to sandbox versions of the signup forms.

This one is going top to bottom, which works well for iframing into your Webpage:  https://portal.lucaaspay.com/signup/434bd19e

This one is left to right guiding them thru the process: https://portal.lucaaspay.com/signup/f18a6e65

The signup is for is split into four sections:

About the Business

...

About The Owner

...

Add Bank Account

...

Terms and Conditions

...

See also: Boarding/Onboarding Merchants in the Portal

children.

...

Terms and Conditions

This section can be used to request signatures or documents from Merchants, as well as to receive agreement and review from the Merchant regarding the platform’s terms and disclosures.

...

Create a Signup Form

Use the steps provided below to create a new Merchant Signup Form:

1. From the Portal Dashboard, click Signup Forms from the Forms tab in the menu bar.

2. Click the Add Merchant Form button in the upper right-hand corner of the Signup Forms menu.

3. In General Settings, you’ll have access to modify the following configurations:

   • Page Settings - Set the essential information of the Signup Form, including name, code, environment, and active/inactive status.

   • Header Fields - Set the values that will appear in the header of the Signup Form.

   • Styling - Set the background, text, and error message colors for the Signup Form.

   • Advanced - Set the option to toggle “Save and Return” to complete submitting a Merchant Signup Form at a later time with saved data entries repopulated.

   • Fees - Designates information about the Referrer entity collecting fees from the Merchant.

   • Partner Configuration - Set Merchant entity associations to Groups, Divisions, and Parent Logins.

   • Partner Login Configurations - Set Merchant user association with Teams, Access Templates and redirect URL for what occurs after a Signup Form is successfully submitted

4. In Business Info, define your Business Field Configurations or add Custom Business Fields to your form.

5. In Ownership Info, define your Principal Field Configurations or add Custom Ownership Fields to your form’s About the Owner section.

6. 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.

7. 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. At the bottom of the Terms & Disclosures menu, click the CREATE SIGNUP FORM button To create the Signup Form.

8. You’ll be taken back to the Signup Forms menu of the portal where your newly-created Merchant Signup Form will be available at the top of the menu’s list.

9. Click the three dots on the right-hand column next to your newly created form to copy the link.

...

Signup Form Setup Parameters

The Signup Form offers five primary parameter configuration options to customize your Signup Form:

1. General Settings - The general look, feel, and set actions for the Signup Form

2. Business Info - The required business signup fields, allowed MCCs & countries, custom fields setup, and notes about the Merchant legal entity.

3. Ownership Info - The required Merchant owner(s) section signup fields, custom login confirmation message, custom fields setup, and notes about the Merchant business owner(s).

4. Banking Info - Enable Plaid for linking bank accounts, document upload, multiple account addition, custom form messages, custom fields setup, and notes for the Merchant's bank account(s).

5. Terms & Disclosures - Set, review and customize the agreements for platform usage that Merchants must review and agree to to complete the Signup Form.

See the tables below for more information about each Signup Form setup parameter available in the Portal.

General Settings Parameters

The General Settings section is essential for tailoring the Merchant Signup Form to your brand and operational needs. It includes configurations that shape the signup experience for Merchants. Adjusting these settings enhances onboarding to reflect your business and improve perceptions of your version of the Signup Form. This section optimizes the signup process, making it more intuitive and aligned with your objectives.

Business Info Parameters

The Business Info section is crucial for gathering essential details about Merchants, ensuring their profiles are accurate. It includes parameters that provide vital information for effective underwriting. This section emphasizes the specifics of the Merchant's business, offering insights necessary for risk assessment and decision-making. Utilizing the Business Info parameters allows for a deeper understanding of Merchants' operations, facilitating informed underwriting decisions and effective communication.

Ownership Info Parameters

The Ownership Info Section is designed to gather crucial information about business owners to aid underwriting processes. Understanding the leadership of a merchant is vital for evaluating risk and making informed underwriting decisions. Key details about the owner are essential for refining underwriting strategies and ensuring alignment with the merchant's vision and operational goals. Ultimately, the objective is to provide insights into business leadership that enhance the underwriting process.

Banking Info Parameters

The Banking Info section is crucial for creating a secure and effective financial relationship with Merchants. It outlines the necessary parameters for gathering banking details, which helps ensure smooth transactions and timely payments. This section emphasizes the financial aspects of Merchant operations, providing a framework for secure banking interactions. By capturing the required banking information, it enhances the efficiency of services offered to Merchants. The parameters are specifically designed to support Merchants' financial needs effectively.

Terms & Conditions Parameters

The Terms & Conditions section delineates the key agreements that define the relationship between your business and the Merchants. It provides parameters to effectively communicate rules and expectations, fostering transparency in partnerships. This section underscores the necessity of clear guidelines to ensure both parties comprehend their rights and responsibilities. By capturing essential terms, it aims to establish a strong foundation for Merchant relationships, promoting trust and compliance. Ultimately, the Terms & Conditions parameters are crafted to help articulate the legal framework supporting business dealings with Merchants.