To start the process of setting up your first payee, you need to navigate to the Business tab on the left side of the screen and then click on the "Payee" tab.
You will see that there is "No Payee Configured" yet. To start the setup process click the "+ New Payee" button in the top right corner.
This opens a modal where you will fill out the necessary information for your first payee. When you have completed all the required fields, click Create Payee at the bottom of the modal.
You will now see your first payee and can edit the information about the payee if needed.
Next you are ready to set up your payment method. Click "Configure Payment Method" as shown below.
A modal window will pop up and ask you to choose a Payment Method. Here you can choose Check or Electronic ACH. By clicking one of these, the modal expands and asks you to fill out more information.
If you chose Check, it will ask for name and the address of who and where to send the check.
If Electronic ACH is chosen it will ask for this same information plus the account and routing numbers for your banking institution.
When finished, click Save Payment Configuration at the bottom.
By clicking on Payees on your left gray sidebar it will take you back to the main payee page. Here you can see your initial payee setup with Name, Payment Status, Payment Method, and Payment Details.
Adding Additional Payees
To create additional payees, navigate to the Payee page in the Business Section.
Then click the "+ New Payee" button in the top right corner and follow the same steps as before to set up additional payees.
To Complete the Additional Payee Setup:
Users must be invited and given permission to access additional Payee Payout reports.
Contact your Onboarding Team or Account Manager and provide them with the following information for the User(s) who should have access to these additional Payee reports:
First Name
Last Name
Email Address of the User(s) who should be invited to view and manage these Additional Payee Reports.
Be sure to clarify what other access this User(s) needs
The Bound Team will invite these users to access the information. The invite will come to their email Inbox, Promotions or Spam Folder and will be sent from Hello@gobound.com.