If you’re ready to start accepting payments through our platform, we’ve made the setup process simple and guided. This article outlines everything you need to know to get up and running, including the onboarding steps, required documents, and what to expect along the way.
What’s Included in Setup
When you choose to use CivicPlus Payments, we’ll help configure everything you need:
A dedicated merchant account (we manage this for you)
Access to our integrated Payments Admin Portal
Support for credit/debit cards and ACH payments, along with recurring payments
Device setup (if needed) and software integration
What You’ll Need to Provide
To comply with regulatory and underwriting requirements, we’ll ask for a few business and authorized representative (individual) information during onboarding.
Organization Details:
Legal Business Name and DBA (Doing Business As) Name
Business Address
EIN or Tax ID number
Authorized Representative Details:
Name
Personal Address
Email and Phone Number
Date of Birth and SSN (Not applicable for Government or Public Corporations)
Financial Details:
Average transaction Amount, Maximum Transaction Amount, and Monthly Sales Volume
Bank Routing and Account number (including voided check or bank letter confirming the routing and account number)
What to Expect | Timeline
Here’s a general timeline for onboarding with CivicPlus Payments:
Submit Information: Fill out our Payments Onboarding Form with the details above.
Merchant Account Review and Approval: We review and verify the information provided by you in the Onboarding Form. Then, we create your merchant account.
Typical Time: 1 to 3 Business Days
Payment Configuration Setup: We will work with you to set up your payment configuration, including your preferred naming convention.
Typical Time: 1 to 3 Business Days
Testing: You will be given instructions to begin testing your new payment solution.
Start Accepting Payments: You’re ready to process transactions!
Note:
Times may vary depending on form completeness, regulatory checks, and your team’s completion of onboarding tasks.
What’s Next?
Ready to start accepting payments? If you’re new to CivicPlus, explore our available solutions and connect with our team to find the best fit for your needs. If you’re an existing CivicPlus customer, please reach out to your account manager to get started.