If your business desires 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 are fully customizable to match your company logo and theme.
By setting up a white-label instance, you will also have the ability to adjust the header message and add a reCAPTCHA verification key to your Signup Form.
You can add additional modifications and customizations to the Signup Form by working with the Payrix team directly and ensuring your new Merchants experience a seamless onboarding 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 Forms with varying customizations to match agreements with different Merchants.
Some of the other benefits of our Signup Form include:
The ability to add custom fields for your Merchants to complete when signing up
The ability to require Merchants upload specific documents directly on the form as they
The ability to add custom agreements and/or terms to your Signup process
Access to our built-in Plaid flow - which instantly verifies your Merchants' banking information as they sign-up.
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.
How to Create a Signup Form
Sample Signup Form
Here are links to sandbox versions of the Signup Form.
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 Form is for is split into four sections:
About the Business
About The Owner
Add Bank Account
Terms and Conditions
