To get started, go to the Accounting (Banking) tab, and add a new account or select the name of an existing one, and select to "Setup Payshift Payments" in the menu bar that expands below.
By clicking “Setup Payshift Payments”, you will be taken to a basic form with some preliminary information about your company.
Next click, “add new” to the right of the section called “Company Owners”. A new box will appear requesting personal information on the owners of the bank account being setup. Make sure to add all the information as accurately as possible so that our processor’s staff can validate ownership of the entity’s bank account being setup. All company owners with 25% or more ownership must be listed. This must match the secretary of state records for the business. Click “Save.”
Once “Company Owners” are saved, scroll down to drag and drop the appropriate files onto the cloud icons under the “Supporting Documents” section and will be transmitted directly to our processor. Double check the information for accuracy and consistency, review then check box agreeing to terms and conditions, then click “Setup Bank Account!” If all information is correct when submitting, we're seeing immediate approvals and enrollment at this time.
If, at any time during this process, you have any questions or concerns, please feel free to reach out to our Relax Team at firstname.lastname@example.org. We're here to help.
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