How It Works
Six Steps to Launch Your New Payment Processing And, this all happens very quickly.
01
Contact Us or Complete the Signup Form
Whether you start by contacting us for a conversation, or fill out the application form first, we’ll get the ball rolling.
02
Merchant Consultation
We have a phone meeting together during which time you describe your business needs and how you desire a payment system to work for you. Are you taking payments in person, with ecommerce, both? We answer questions and describe our plan to meet those needs. If it’s agreeable, then we move forward. No contract is necessary.
03
Systems Check
Next, we gain a quick understanding of your systems. For example, if you’re a store taking payments in person, then what systems or devices are you using today? If your store’s on the web, then what’s your website created with and how hosted? Pretty simple stuff. We promise not to get too “techy” with you.
04
Install Payment Gateway Plugin
If you’re an ecommerce store, then we will need to install a plugin for each payment gateway type you’re planning to use, e.g. one for Interac and one for credit cards. Then we Test to verify it works properly.
05
Connect to Merchant Dashboard
Your merchant dashboard is your lifeline. As previously mentioned, you can follow and manage every transaction; check your revenue progress for today, this week, or any other time frame; create and send custom invoices; and, perhaps most importantly, you can define how you want to receive your payout settlement.
06
Launch! Start Processing
With a positive trial run result, you’re ready for prime time. Go forth and process payments!