I've applied to be a payment merchant, now what?

⏳ What Happens Next

Your application will be reviewed within 3–5 business days. A Propelr or Cardpointe payments expert may reach out to confirm your business information during the underwriting phase.

Once you’re approved, Contractor Accelerator will turn on your gateway within 1 busienss day. Then, you can return to the Company Profile to turn the feature on for your team. 

1. Go to Company Profile
2. Click the Integrations tab
3. Select Payments
4. Click Edit

5. Toggle the Enable Payments to on to enable the Pay Now button on invoices and activate the payments page. 

   ***NOTE: Please check your Quickbooks Online integration is not using the Quickbooks Invoice, ACH or Credit Card payments by going to Company Profile, Integrations, Quickbooks and toggling those 3 settings to off. 

6. Toggle the Allow Credit Card Payments to allow customers to pay with a Credit Card
7. Toggle the Allow ACH Bank Transfers to allow customers to pay with their bank routing and account numbers.
8. Set the Convenience Fee you would like your customers to pay on Credit Card transactions. Click here to learn more about convenience fees.
9. Click Save

✅ What Happens After You’re Live

Once enabled, you’ll gain access to fully integrated features:

• Pay Now Button on Invoices
  Customers can pay instantly with pre-filled invoice info
• Branded Hosted Payments Page
  A link you can share by email, text, or website
• Payments Dashboard
  Track payment statuses, funding timelines, and transaction history from the Reporting tab