Setting Up PbN Payments Services: A Step-by-Step Guide

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).