Setting Up Merchant Account in Billing Manager
This article is about the Billing Manager app, not the Billing Wizard in 3PL Warehouse Manager. To learn about the Billing Wizard, please refer to the articles in the Billing Setup.
Step-by-step guide
To start accepting online payments, you'll need to sign up as a Merchant through our partner, Payrix. Once you've completed this step, your customers can enroll to pay their bills online, receive invoices via our payment portal, and enjoy many more features
- Click Settings on left navigation menu > click Merchant Acct > click Merchant Application.Â
- Add the details about your business, owners, and banking information.
The Annual Processing Volume and Average Transaction Amount are essential details required for underwriting. Providing accurate information to underwriters is crucial to avoid potential problems in the future.
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After creating your merchant account, you'll receive a Success prompt. 
The success prompt only confirms that your account has been sent for underwriting, but it doesn't indicate full approval for processing.
To get fully approved, provide your customer success manager with a copy of the signer's government ID, articles of incorporation or business license, IRS SS-4, voided check, and processing statements. The underwriting team may also request more documents.
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