Add Referrer Signup Form (F)

Name

The name of the signup form.

Code (Autogenerated)

The autogenerated code related to the name of the signup form.

Signup Mode

The setting for the signup form. Choose from: None, Sandbox, or Production.

In Sandbox, the form will be in a testing mode and won’t run real transactions. In Production, everything will be considered real and the accounts that are created will be live.

Form Header

The text displayed in the form header.

Form Header Logo

Upload your business logo to be displayed in the form header.

Subtitle

An optional subtitle displayed below the header.

Text Preview Box

A preview of the text displayed in the form.

Background Color

The hex code color displayed in the form background.

Text Color

The hex code color displayed in the form text.

Error Text Color

The hex code color displayed in any error text.

Fee Collecting Entity

The name of the entity that will collect any fees associated with the Referrer account.

Add Additional Fee Button

Click ADD ADDITIONAL FEE to add a line to the Fees Section. Enter the fee information in the additional fields. To add another fee, click ADD ADDITIONAL FEE again. To remove a fee, click the TRASHCAN icon to the right of the fee.

Note that you must click the PENCIL icon in the upper right hand corner of the box to use the Add Additional Fee button.

API Key

The API key generated by the Payrix Portal.

Referrer’s Group

The name of the Group associated with the Referrer.

Referrer’s Merchant Group

The name of the Merchant group.

Parent Login

The Login ID for the Parent (Facilitator or Referrer).

Portal Access

Indicates whether the Referrer will have portal access after signup. Choose from: Yes or No.

Login

The login user ID for the Referrer.

Access Template

A template of user permissions to assign to the login that a user creates. Click the drop down menu to choose a previously saved Access Template or click ADD A TEMPLATE in the top of the drop down to create a new template later.

Signup Complete Redirect

Indicates where the Referrer’s web browser will be directed once signup is complete. Choose from: No Redirect, Login Page, Custom URL, Custom Page.

Teams

Indicates any Team that the Referrer will be added to once signup is complete.

Business Field Configurations

A list of business configurations that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes.

The Business Field Configurations include the following options:

• Business Type (e.g. LLC)

• Website

• Customer Service Phone

• Custom Description

• IRS Filing Name

• EIN Type

Countries

The countries where the signup form can be used. Choose from: United States or Canada.

Custom Fields

Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Principle Field Configurations

A list of configurations about the primary owner that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes.

The Ownership Field Configurations include the following options:

• SSN

• Politically Exposed Person

• Citizenship

Login Confirmation Message

A customized message that the business owner views following login.

Custom Fields

Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Business Field Configurations

A list of configurations about the business’s banking information that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes.

The Business Field Configurations include the following options:

• Plaid

• Enable Document Upload

• Allow Multiple Bank Accounts

Banking Documentation Custom Message

A customized message about the banking documentation.

Banking Documentation Document Type

The type of document required to verify bank information. Choose from:

• General

• Personal ID

• Company ID

• Voided Check

• Bank Statement

• Bank Letter

• Contract

Banking Documentation Required

Indicates whether documents are required for bank verification.

Banking Documentation Add Document

To add a new document type, click ADD DOCUMENT and enter the required information. Add an additional field by clicking ADD DOCUMENT again. Remove a document type by clicking the TRASHCAN icon to the right of the field.

Custom Fields

Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Terms and Conditions

A list of customizable fields related to the Terms and Conditions for signup, including the following items:

• Document Upload

• Bank Disclosure

• Terms Suffix

• Terms and Conditions Saved Document

Custom Agreement

Personalized text related to signup agreements.

General Documents

Other documents related to signup agreements. To add a new document, click ADD DOCUMENT and enter the required information. Add an additional document by clicking ADD DOCUMENT again. Remove a document by clicking the TRASHCAN icon to the right of the document.

Custom Fields

Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.