ArcSite Payments is powered by Payabli, a third-party payment processing partner. ArcSite has partnered with Payabli to provide our customers with a seamless payment process within our application that is intended to help drive sales from the field, improve your close rate, and eliminate the need to chase checks from your clients!
1. To start off, click on "Settings".
2. Click on "Payments".
3. Now, click on "Request Access".
4. Start with the legal name of your business, then work through all remaining required fields on this page. Be sure to enter the physical address of the business.
5. Once all of your business details have been entered, click on "Next".
6. Now enter the percentage of expected payment types you'll receive from customers. Then your average monthly volume, and transaction amounts. TIP: _You'll want to grab some bank statements to ensure accuracy._
7. Once your details have been entered and confirmed for accuracy, click on "Next".
8. Enter the bank name and account information where you'd like your inbound payments to be deposited.
9. Once that's done, enter the bank details where you'd like the payment processing fees to be pulled from.
10. Now, scroll down to the Authorized Signer section, and enter the personal details of the account owner. All of these fields are required for security purposes.
11. You MUST click and review the Terms and Conditions in order to move to the next step.
12. After review of the Terms and Conditions, select this box to agree to the accuracy of the information provided in your application. Then "E-Sign and Submit" and you're all done!
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