Page Comparison

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 prospective merchants.

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

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• 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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title Click here to view the featuers of the Signup Form page:
The Signup Forms page is divided into two tabs, for Merchants and Referrers. Click either tab to view a list of previously saved signup forms by user type, or to create a new Merchant- or Referrer-specific signup form. Merchant Signup Forms Tab The Merchant Signup Forms tab is located in the upper left hand corner of the page, and displays a table of your previously saved signup forms for specific Merchants. The table displays the following information: Merchant Signup Form Table Column Name Description ID The Payrix-generated ID associated with the Merchant. Name The name of the Merchant. Code The autogenerated code associated with the Merchant’s business name. Fees The number of fees associated with the Merchant account. Created The date that the signup form was created. Merchant Signup Form Tab Actions The Merchant Signup Form tab supports the following actions: access more information, copy a link, delete a signup form, and create a new Merchant signup form. To access more information about a saved Merchant signup form, click any information in the table row to open the Merchant Signup Form Details page. To copy a signup form link, click the THREE DOTS icon in the right hand side of the table to open the Copy or Delete lightbox in the page. Click COPY LINK and a link to the signup form will be automatically copied to your clipboard. You can email the link or embed it in your website to reuse the previously saved form. To delete a signup form, click the THREE DOTS icon in the right hand side of the table to open the Copy or Delete lightbox in the page. Click DELETE to open the Delete lightbox in the page. Click CONFIRM to permanently remove the form from your account, or return to the previous page without deleting by clicking CANCEL. To create a new Merchant signup form, click ADD MERCHANT FORM in the upper right hand corner of the page to open the Add Merchant Signup Form page. Referrer Signup Forms Tab The Referrer Signup Forms tab is located in the upper left hand corner of the page, and displays a table of your previously saved signup forms for specific Referrers. The table displays the following information: Referrer Signup Form Table Column Name Description ID The Payrix-generated ID associated with the Referrer. Name The name of the Referrer. Code The autogenerated code associated with the Referrer’s business name. Fees The number of fees associated with the Referrer account. Created The date that the signup form was created. Referrer Signup Form Tab Actions The Referrer Signup Form tab supports the following actions: access more information, copy a link, delete a signup form, and create a new Referrer signup form. To access more information about a saved Referrer signup form, click any information in the table row to open the Referrer Signup Form Details page. To copy a signup form link, click the THREE DOTS icon in the right hand side of the table to open the Copy or Delete lightbox in the page. Click COPY LINK and a link to the signup form will be automatically copied to your clipboard. You can email the link or embed it in your website to reuse the previously saved form. To delete a signup form, click the THREE DOTS icon in the right hand side of the table to open the Copy or Delete lightbox in the page. Click DELETE to open the Delete lightbox in the page. Click CONFIRM to permanently remove the form from your account, or return to the previous page without deleting by clicking CANCEL. To create a new Referrer signup form, click ADD REFERRER FORM in the upper right hand corner of the page to open the Add Referrer Signup Form page.

Related Pages

Click the links or items to access any of the following pages:

• Forms

• Whitelabel Branding

• Merchant Signup Form

• Signup Form Definitions