---
title: "Setting Up CivicPlus Payments"
slug: "setting-up-civicplus-payments"
description: "If you’re ready to start accepting payments through our platform, we’ve made the setup process simple and guided. "
updated: 2026-06-29T17:43:31Z
published: 2026-06-29T17:43:31Z
canonical: "www.civicplus.help/setting-up-civicplus-payments"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.civicplus.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up CivicPlus Payments

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 Name
- Business Address
- EIN or Tax ID number

**Authorized Representative Details:**

- Name
- Personal Address
- Email and Phone Number
- DOB 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:

1. **Submit Information:** Fill out our Payments Onboarding Form with the details above.
2. **Merchant Account Review and Approval:** We review and verify the information provided by you in the Onboarding Form. Then, we create your merchant account.
  1. **Typical Time:** 1 to 3 Business Days
3. **Payment Configuration Setup:** We will work with you to set up your payment configuration, including your preferred naming convention.
  1. **Typical Time:** 1 to 3 Business Days
4. **Testing:** You will be given instructions to begin testing your new payment solution.
5. **Start Accepting Payments:** You’re ready to process transactions!

> [!WARNING]
> 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](https://www.civicplus.com/) 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.

Administrator. A person who manages a computer network or system.

Automated Clearing House. A network that allows banks to transfer money electronically between each other.

Doing Business As Name. This is the business name that appears on a consumer's statement. It is often similar to or the same as the Merchant's name.

Employer Identification Number.

Identification or Identifier.

Date of Birth.

Social Security Number