The Payrix application must be filled out by an owner or anyone that has significant authority to act on behalf of the business. If neither of these apply, contact your sales representative or customer success manager.
Settings > Billing Hub > Setup Credit Card Processing > Sign Up will launch the application.
Page 1 | Business Overview
Country
Select United States
Business Type
Select based on how your business was set up and categorized by the IRS
Legal Business Name
The name that is tied to the EIN and the IRS.
Example: For Flight Schedule Pro, our legal name is Keyes Technology
DBA- Statement Descriptor
The name of the business that is known to your customers. Typically this is the name that is on signage, the website, or flyers. This is the name that will also appear on the card holder’s bank statement after he/she is charged by the flight school, so it needs to be something familiar and recognizable to the card holder.
Industry
8299 if you are a school or provide any type of educational service
EIN
9 digit number issued to your business by the IRS. It should also tie back to the legal business name. If the business is a sole proprietorship, this will be the owner’s SSN.
Business Phone
Use a phone number that customers can call should they have questions about billing, scheduling, etc.
Business Email
Use an email that customers can email should they have questions about billing, scheduling, etc.
Business Website
Website for the business. If the business does not have a website, use a link to the school’s social media page
Customer Service Phone Number
Use a phone number that customers can call should they have questions about billing, scheduling, etc.
How does the business primarily take payments?
Select how most of the payments are currently accepted. If the school is new or you are unsure, select “Customer Enters Payment Online”
Page 2 | Business Details
Description for your bank statement
Enter the DBA name here
What does your business process payments for, and how are goods sold?
Example: We provide flight training lessons, aircraft rentals, and general flight merchandise.
Date Business Established
The date the business began -approximately is OK
Annual Processing Volume
If you know this information, feel free to enter that amount. If you do not know, or if you are opening a new school, an educated guess will suffice
Average Transaction Amount
If you know this information, feel free to enter that amount. If you do not know, or if you are opening a new school, an educated guess will suffice
Page 3 | Business Address
This should be the DBA address
Where business is conducted, where classes are held, and/or transactions taken , etc.
NO P.O. Boxes
Page 4 | Account Login
You are able to create a username and password that will allow you to login directly to the payment partner’s portal. It can be the same login as your Flight Schedule Pro login or it can be different.
The portal is there if you need it, but you do not need to go there to initiate transfer of funds.
Page 5 | Owner Information (or an individual with significant financial responsibility within your business)
Name
Name of the person filling out the application (the Signer). This should be an owner and/or someone with financial responsibility for the business
Phone Number
Personal phone number of the signer
Email address
Email address for the signer
SSN
Social security number for the signer
Business Title-
Title of the signer
Ownership %
Percentage of ownership of the signer (it is ok for this to be 0% if the person filling it out is not an owner)
Owner Address
Home address of the signer.
NO P.O. Boxes or UPS Store Addresses
Page 6 | Bank Information
This is the bank account that will receive funds. The account should be tied to the business. It is best for you to select the “Link” option as it will be a “Plaid” experience. If you select the manual option, it COULD delay the approval process because a voided check may be required.
Page 7 | Terms and Conditions
The signer needs to click on the hyperlinks, then check the boxes, and then click “Sign Up”