How to Set Up a Payment Account for a Staff Member

In this article, you will learn how to set up additional payment accounts for your staff members.

Payment accounts are used to automatically route payments to an account owned by a staff member.

This is helpful for businesses that do not handle payments for independent contractors or booth renters. With this setup, staff members will receive all the payments directly to their bank account.

Please note:
This process needs to be completed by an Admin.

Adding additional payment accounts

  • To get started, go to: Settings > Payments & Checkout > Payment Accounts

  • Tap on Create new payment account.

  • Select the staff member/s who will use this payment account. Tap on Continue.

  • Enter a name for the payment account. Note: The system will automatically pre-fill this with the staff member's name.

  • Use the Create button to save.

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