Start your payment processing application from the Dashboard so you can receive payments with Onsite. Once you're set up, check your status and rates in Settings.
Before you start
Have your business details ready: your legal business name, your DBA name if you have one, your EIN, the date your business was legally formed, and your business type. Use accurate information that matches your business records.
Setup has 6 stages: Your business, Transaction details, Bank account, Owner info, Documents, and Fee settings.
Open payment setup
Select Dashboard, then find To-do.
Select Set up payment processing. It's marked Time-sensitive.
Review Let’s get you set up to receive payments with Onsite.
Select Get started.
Fill in Your business
Tip: To stop and come back later, select Save & exit in the header.
Enter your Legal business name.
Enter your DBA name, if you have one.
Enter your EIN without dashes.
In Start date, enter the date your business was legally formed.
Choose your Business type, such as LLC or Sole Proprietorship.
Select Continue, then follow the steps on screen.
Check your status and rates
See whether payment processing is active on your account, and review the rates and fees that apply to you.
Select Settings > Payment processing.
Review Status to see your payment processing state.
Review Rates for ACH and credit card payments.
Check any occurrence fees listed alongside the transaction fees.
Your rates and fees are the ones shown in your account.
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