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Payee will be prompted to enter the following information:
Email Address (required)
Legal First Name (required)
Legal Last Name (required)
Phone Number (required)
Agree to Terms & Conditions
Complete OTP verification
Select US Federal Tax Information that applies
Gender
SSN
Confirm SSN
Date of Birth
Address (City, State, Zip)
Payment Method - check or direct deposit
If direct deposit: Account Type, Bank Routing Number, Bank Name, Bank Account Number are required
Submit
Payee will receive a Registration Email with their username and temporary password
Click HERE for a screen recording of Payee view of QR code onboarding process.
Payee Registration Email to Complete Onboarding Process
Upon clicking on the Registration Link in the email, the Payee will be prompted create their password, veritfy the information they entered using the QR code/onboarding link and to complete the W9/W8. They must click through the Save & Proceed buttons until they get a green Registration completed successfully! message.
Click HERE for a screen recording of the Payee view after clicking on the Registration Link.
Payee Database Columns Explained
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