1. Log in to the PbN Portal: Use your valid credentials to log in.
2. Access Settings:
Click the user profile icon.
Select the “Settings” option.
3. Navigate to Payment Services:
On the Settings page, find the “Payment Services” section.
Click on “Connect to PbN Payments” to start the onboarding process.
4. Start Onboarding:
A modal will appear with the onboarding form. Fill out all mandatory fields marked with an asterisk.
5. Fill Out the Form:
Enter the required details for your KYC (Know Your Customer) with PbN Payments.
Click “Reset” if you need to clear and re-enter the details.
Click “Submit” to proceed. If there are any errors, they will be highlighted for correction.
6. Complete KYC Verification:
After submitting, you will be redirected to the PbN Payments Services onboarding page to complete the KYC verification.
This includes the following sections:
Company Details: Pre-filled based on previous information.
Decision-Makers: Add details of owners/partners.
Payout Details: Enter account details for payouts/deposits.
Agreement Details: Read and sign the agreement.
7. Add Decision-Makers Details:
Enter the necessary information for the decision-makers.
8. Proceed to PbN Payments Account Creation:
After adding the decision-maker's details, you will be redirected to the account creation page.
9. Add Payout Details:
Enter your bank account information for payouts.
10. Bank Account Verification:
Provide necessary bank account documents for verification.
11. Read and Sign Agreements:
Carefully read the agreements, sign them, and submit.
12. Complete the Form:
Once all details are filled out, the form will be marked as complete. Approval may take up to 2 days.
13. Finalize Payment Settings:
After KYC approval, you'll see a green tick mark on Accept Payments. Select an account for “Payouts” and save the changes.
14. PbN Payments Service is Ready:
Your PbN Payments service is now ready to use.
You can also edit the surcharge rate if needed (note that the maximum surcharge limit is the minimum of all the card fee rates).
