Enrollment & Onboarding
Enrollment Process:
1. Have an active Paybotic Financial bank account.
2. Enroll for the Paybotic Financial Payment Center ACH payment solution.
3. Get approved for the Paybotic Financial Payment Center solution.
4. Begin Onboarding:
a. Add employees and team members as users in your Payment Center portal.
b. Train your employees on how to use the Payment Center at checkout.
c. Communicate with the Paybotic Financial Support Team for training and onboarding guidance.
5. Begin using your Paybotic Financial Payment Center ACH payment solution at checkout.
Specific Enrollment Steps:
1. Login to Paybotic Financial’s online banking portal (app.payboticfinancial.com).
2. Navigate to Pay-By-Bank in the menu on the left-hand side of the banking portal.
3. Click, “Enroll Now”.
4. Submit the Enrollment Questionnaire form.
5. Communicate with a Paybotic Financial sales manager to discuss product and feature options that will be tailored to your business needs.
6. Complete and sign the Terms & Conditions and ACH Processing Agreement Addendum.
8. Login to the Payment Center portal using the same login credentials as your banking portal.