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MaterioPay Setup

How to enable online payments through Materio

Teddy Widom avatar
Written by Teddy Widom
Updated this week

To enroll in MaterioPay, you’ll fill out a form here. After you navigate there, you will need to input some basic information about your business, including:

  1. Business legal name, DBA name, Tax ID # (EIN), etc.

  2. Use the merchant category code (MCC) that best matches you. Common MCCs are:

    1. 1520 - General Contractors (Includes construction)

    2. 1799 - Other Special Contractors (Includes Interior Design, Design build)

  3. Your estimated online payment volume. When you estimate this, only include the volume you plan to run through MaterioPay. Exclude payments you plan to run using checks, external wire transfers, or other payment processors.

  4. Contact info for each co-owner with a 25% or greater stake in your business.

  5. Account and routing numbers for the bank account to receive your payment proceeds.

Additional Information Requests

Depending on your expected payment volume, we may email you to request additional documentation before we enable MaterioPay. This helps double-check your info and underwrite your future payment activity. This typically includes one or more of the following

  • Prior payment processing history

  • Recent bank statements

  • Recently issued high-ticket invoices

  • Recent company financials

  • A voided check from your bank

You can learn more here about these requests.


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Feedback, issues, or questions? Email us at hello@materio.co

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