Paymentsmatter How to do appliaction

Paymentsmatter Boarding Process

STAGE 1







Log into Dash Board

with your Login and

select New Merchant

HERE
This is the start of the

boarding process and

once the merchant is
posted you can return

to an application at any

point until e-sig is sent



You will need to

advised that emails will

be sent to the
Merchant

STAGE 2
Select term of contract here

This is the landing Page where you are
setting the merchant up on our Systems


This is where they will see all the

transactions going through their terminal


This is Live with about 30 min delay on
Select Support standard is
8am – 10pm Mon –Sat transactions showing
8am – 6Pm Sunday Premium is 24/7 you can justify a small charge that will
boost your com’s


Toggles between Terminal and rates They will receive a welcome email but you
will have to give them their password


I suggest you use Ltd Co number for LTD
or LLP



For Partners or sole the last 6 Digits of
their phone number

STAGE 3
Select term of contract here

Select The terminal type


Add monthly Charge for Terminal
Add Monthly Charge for PCI

Add Monthly Charge for Analytics


Select Support standard is All have a minimum charge but this will
8am – 10pm Mon –Sat reflect on your com’s
8am – 6Pm Sunday Premium is 24/7 SEE TERMINAL CALCULATOR


The Monthly Fee is all the merchant will
Toggles between Terminal and rates see so as in the example they will be
charged £24.99 +VAT


The PCI charge is hidden!
So gives us the edge when we quote as

No PCI charges will not be seen on any
statements or Invoicing.


Not Press Acquiring to move to Rates

STAGE 4



You Select The Rates here


These are pre set minimums
you can obtain a nice residual by using

the up arrows to increase the margins


The Auth is set at 3p


You will receive a calculator from me that
will let you work out the estimated
residuals based on turnover and your
selling price


We revenue Share everything charged
Rates
&

Auth Fee


So its in your interest to keep things High
Auth Not charged on contactless TX

STAGE 4



Other Rates here


You can see that the standard Elavon rates
are showing Here





PCI is set at £0.00 as it is hidden in the
terminal charge


MMSC is £30.00 but we have negotiated
that this be waived so MMSC is £0.00


Terminal Recovery is if requires swap out
for faults So HOT SWAPS £0.00


Admin Fee ( Boarding )

Elavon charge between £25 -£99
We have waived

STAGE 5




Now you add the details of the

Merchant this is setting him on OUR
Systems


This will also be the log-in for
Analytics they get it regardless if
charged for or not. But why miss out
on extra Com’s tell them its being
added to the terminal price



Its all adds to the value of your coms
Ask them if they want it £2.00 a
month then see how your terminal
com’s goes up


Make sure you inform the merchant of
the password.. When completed they
will receive an email advising them
they have been set-up


See next screen for example.



STAGE 6





Now we starting to add the merchants
details


On here you can see you have help files
that come up as you start to complete


In Business description please add as
much info as you can also describing
any CNP or deposits it will assist your

app progress more quickly


If it’s a new Business and have a plan or
any supporting details can be added
here (only I file can added here )
If you have more file you can add them
later. DON’T PANIC !


if you do not fill in all the boxes you

will get a warning and will not let you
proceed.

STAGE 6








As you can see the product description
has been entered as food on the hoof



This will Error and be sent back to you
and now you have added 1 -2 days on
the application


Elavon need to understand the
merchant and what they do and how
they do it if in doubt contact Jed


The speed of approval is in your hands
and spending 5 -10 min’s inputting all
the info will get the deal pass quicker.

STAGE 7





Please compete all the required fields
Select ID Type and enter the ID
Number HERE


Make sure that this is up loaded in

the required place further into the
application


If it’s a Partnership or an Ltd then
additional Owners can be added by
clicking HERE


The ownership must match 80% -
100% to move forward
80% for Ltd anyone with 25% or more
100% for Partnerships



Check HERE

STAGE 8










Cheeky trick on this page Guys


If the Business address is the same as
their home address because they live
above click her to auto fill


Likewise if the Legal address is the same
as the business address then again use
the quick tick box and it will pull the

data from THE BUSINESS ADDRESS


If this is not the case then add details as
requested.

STAGE 9





This is now setting the profile


Make sure you answer all the details
as you did in the business description


So you should have advised about
deposits ( table bookings – room hire

anything that they may take a deposit
for)


CNP % and the size of deposit so 10%
How long before order completed?


If a business only takes bookings at
Christmas, Valentines, Mothers day
and Fathers day make sure you
advise as this can cause an issue at a
later date plus the bank will expect to

see larger amounts of CNP or deposits
at these times.

STAGE 10











THINK !!!!


Make sure you check all the
details are correct before you
submit as once the e-sig has
been sent if you have made

an error then it’s a case of a
new e-sig being generated
and this will delay the
application


Also the merchant will not be
best pleased and could
change their mind.

STAGE 11








Setting up the funding and Charge account


You will need a POB at this point as we
Verify the bank details HERE



If you have input incorrect details you will
get a warning


You can see we have listed the verification
Rules on the right to AGAIN PLEASE CHECK


Acceptable POB


Scan / Photo Cheque Book – Pay in Slip



Top of ban Statement must show logo and
details of account holder Sort and Account #


Screen Shot of account but must show all
above also the Web Page address.

STAGE 12







Here the Merchant can elect whom is
the contact for the account so this
could be a manager but we prefer
that it’s the business owner or

person who is signing the contract


If it same as the Signatory use the
quick link to save input all the data
again


Here



You are nearly done


Its not been difficult !!

STAGE 13









STOP THINK !!




Just recheck the banking details
With the details that you have

in front of you as this is a major

part of the application

STAGE 14






Upload all supporting Documentation
on this page



Please ensure you upload to the correct
box if you add the wrong file just
upload again and it will over write


You can only have 1 file in the Proof
boxes so it you need to upload a
second person then add in all other
documents box HERE


If you have been required to do a site
(card turnover over £200K) visit form

add it here


Put details in the notes box to identify
See example on next page.

Site visit form uploaded
Additional Info Uploaded

Add as many as required



ADD YOUR NOTES HERE

THAT’S IS CONRATULATIONS YOU HAVE JUST SENT YOUR

MERCHANT AN E-SIG COPY OF LEASE AND APPLICATION






They should have received an
email from Docusign


Check Spam folder


This may be in their spam as

some email clients do put it
in there for some reason


You can now contact
merchant to get it signed


If you have any issues please
contact me and I can assist

Keeping the wheels turning
















• If you have any additional information that

needs to be added to an application

• for either error or was something tat could
be added after the e-sig had been sent




• Please send to the following Email address
and this will do directly to support




• The E-mail address is



• [email protected]



•