The second step of the new business account onboarding flow is adding your business name and contact information. Once you’ve completed this step your business account will have been created, although there are additional steps to fully set up your account. From this point forward, be sure to use your new business account instead of creating separate new ones, unless you specifically intend to create a new business account with its own settings and pricing.
To begin, enter the name of your business into the Business Name field. You should enter your full legal business name here, which will initially be displayed to your customers as your business name in your Pay By Group purchases and notifications. You can change the name shown to customers after you’ve completed the account onboarding flow in your Branding & Purchase Settings page, if you so desire.
Next, enter your business telephone number into the Business phone field and your business email address into the Business email field. The values you enter into these fields will be displayed to your customers for support purposes, but can be updated from your Branding & Purchase Settings page once you’ve completed the account onboarding flow.
Now, select your country from the Country dropdown field. This should be the country in which your business is incorporated and has its primary banking and payment processing relationship(s). If your business is incorporated in multiple countries, you should choose your business’s primary country of operations.
Before finishing this step you must check the PBG Merchant Agreement check box. This affirms that you have read and agreed to the linked Pay By Group merchant agreement, which is required in order for you to have a Pay By Group business account. If you have any questions or concerns about this, please contact firstname.lastname@example.org.
Once you’ve checked the box and filled out the requisite fields, click the Next button to continue the onboarding process.