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. You will notice the update After returning to the payment settings page. Once KYC is approved, a green tick mark will appear next to Accept Payments. Now, turn on the toggle for "Enable/Disable PbN Payment Service."
14. Choose Payout Account, set Surcharge Rate, and apply changes.
15. The PbN Payments service is ready for use.
Side note:
If you’ve chosen the “ZeroPay” pricing model, select the checkbox to pass all card processing fees to the customer when applying a surcharge. This option will only be available in states where local regulations do not impose cap restrictions.
Enter a custom rate in the designated field to implement a partial surcharge.
