Our goal is to have on average over 70% of merchants that choose to onboard with us are able to have their application completed and approved in just minutes of submitting the application. The other 30% may encounter an issues will need the assistance of a CSM/Onboarder to get the issues resolved, approved, and verified. Find below some of the most common issues along with what to look for to correct issues quickly and maximize customer satisfaction.
The Slack channel #payfac-support-onboarding is an excellent resource for additional information and a second pair of eyes on a potential issue.
If there are still outstanding issues with application approval and account setup after using the support channel (Payfac-Support-Onboarding) and this article, please open a PayFac ticket to get additional assistance. Please include as much detail as possible when opening the PayFac ticket such as, steps taken to replicate the issue, troubleshooting steps taken, and screen shots/video of the error/issue being reported.
Available to all brands, no additional development is needed.
| Processor | Available |
|---|---|
| Adyen | ✅ |
| Stripe | ❌ |
When there is an issue(s), an automated email is sent to the person filling out the application to notify them of the issue(s) on the application. The email will contain a link to take the user to the payment portal setup verification page to resolve the indicated issue(s).
Link to example email:
If for some reason the email wasn’t received, below is a link to assist the user with accessing the setup page to correct the issue(s):
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The Verification Summary page will highlight in red in any of the three sections (Company information, Management and Ownership, or Bank Information) that have errors and the error code that is associated with the problem.
Below is a link to the page containing the errors along with the next steps and documents that may be used for validation: