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How to update payment company

You can now make changes to your payment company directly in the Raise platform. Heres how:

Sam Leaney avatar
Written by Sam Leaney
Updated over 2 weeks ago

Change Payment Company to a Limited company or Umbrella

  • Login and click into the β€˜Placements’ section in the left hand navigation pane

  • Click into the appropriate placement

  • Click 'Change Payment Company'

  • A popup will appear with two options: 'Limited' and 'Umbrella', please select relevant option

If Limited:

Select either 'New' or 'Existing'

  • If new, please search for the company using the search bar and select the correct Limited company from the results.

  • Please add signed terms, VAT and bank details.

  • If existing, please select the limited company in the drop down option.

If Umbrella

  • Select the correct Umbrella company using the drop down.

  • One complete, click β€˜Submit’

A new change request will be created and Raise will make the necessary adjustments and approve.

If you have any further questions, please contact us at support@raistech.io

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