Our platform offers an out-of-the-box 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.
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 customizations to the Signup Form by working with the Payrix team directly and ensuring your new Merchants experience a seamless boarding process.
For example, 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
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. (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.
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.
Note: A distinctive feature of Canadian-based Signup Forms is the provision of an extra Fee Disclosure confirmation for the Merchant. This confirmation ensures that they have read, agreed to, and consented to the Fee Disclosures outlined in the Merchant Terms and Conditions. These disclosures are linked within the Signup Form to ensure continuous compliance with Canadian regulatory requirements.
How to Create a Signup Form
Use the steps provided in the expandable content below to create a new Merchant Signup Form.
Step 1: From the Portal Dashboard, click Signup Forms from the Forms tab on in the menu bar.
Step 2: Click the “
Add Merchant Form” button in the upper right hand corner of the Signup Forms menu.
Step 3: In General Settings, set Page Settings, Header Fields, Color Styling, and Merchant Login Configurations for your Signup form.
You’ll be required to enter the following to continue:
Fee Collecting Entity
Fee Schedule
Fee Type
Fee Amount
Parent Partner API Key
Step 4: In Business Info, define your Business Field Configurations or add Custom Business Fields to your form.
Step 5: In Ownership Info, define your Principal Field Configurations or add Custom Ownership Fields to your form’s About the Owner section.
Step 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.
Step 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.
Step 8: You’ll be taken back to the Signup Forms menu of the portal where your newly create Merchant signup form will be available at the top of the menu’s list.
Step 9: Click the three dots on the right hand column next to your newly created form to copy the link.
Tip: You can post this use this link to create a redirect from your business website to a branded signup form.
