The registration wizard will take you through the creation of your Pay-It Account which requires some basic information about your business and your identity.
Set up your Pay-It Account
The completion of your Pay-It Account can take some time depending on the type of account you’re setting up, and the validation and verification steps required for your business.
To set up a Pay-It Account:
- Search for the Pay-It Accounts page.
- Select the New drop down, where you’ll find the action Add Pay-It Account. This will open the registration wizard.
- You’re now ready to begin the registration wizard. Move through each step using the Back and Next buttons located at the bottom of the wizard.
- Select the Account Type you wish to add and follow the provider’s registration steps*.
- Once you’ve reached the end of the registration process you will see a completion message. This will give you the chance to modify the Account Description and display a summary of your Pay-It Account details. Select Finish to complete the registration and close the wizard.
- A Pay-It Account will be found in the accounts list with a Setup status of Completed.
* If you cannot finish the registration process due to validation and verification, select the X action to close the wizard and resume it later. You will be returned to the Pay-It Accounts page, where you will find that your account is listed as In Progress. Select In Progress to continue the registration process.
Selecting the type of Pay-It Account
Multiple providers may be available depending on your location and market. Specific instructions for each provide is included below:
Set up your Pay-It with Stripe account
To create a Stripe account using the Pay-It Account registration wizard:
- Select Stripe as the Account Type you wish to add.
- Read the terms and conditions of using Pay-It with Stripe and registering an account with Stripe.
- Fill out information about your account. Enter the Description you wish to give this account.
- Enabling Test Mode restricts the account from receiving money and can only simulate transactions.
- Read the Stripe and Pay-It Processing Fees terms and conditions.
- Open and complete the Stripe onboarding link to continue the creation of your new Stripe account and to verify your business and identity.
- The onboarding link will expire after an extended period so you may recreate it. To generate a new link, close registration wizard and click on In Progress for your account. This will return you to the current step of the registration process with a new onboarding link.
- After completing the Stripe onboarding process, you will be redirected to Fenwick’s website. Return to Business Central.
- Click Finish to complete the registration.