In this article:
Sign-Up for ProPay
Navigate to:
Setup > Payments > Payments Setup
Once you are on the Sign Up/Status Page, enter the email address of the Primary Business Owner (the individual(s) who manage all of the financials for the business and will need to complete the next step)
💡This person does not have to be a SingleOps User
Click Submit.
The owner of the email address you entered will then receive an email that will prompt them with a link to complete the sign-up of SingleOps Payments powered by ProPay. Follow the link to the Sign Up Page.
Complete all required fields on the Sign Up page.
*Business Owner Attestation: This is a boolean value declaring whether or not the merchant is the sole owner or if there are other owners of more than 25% stake in the company.
A False value will not prevent the form submission/merchant account creation, however, it could trigger a manual review and ProPay requesting more information about the other beneficial owners. The bank sweeps and processing could be put on hold until ProPay receives that information and our Support team will need to send you a PDF form to fill out for additional ownership data.
IF the merchant needs to update their owner information due to a request from ProPay, (ie, add another owner of a certain percentage above 25%) there is no way to handle this currently through the UI. If needed, removing an owner's information should be done by contacting SingleOps Support ( Support@SingleOps.com )
* Business Type: This is a pre-selected list of Business Type classifications as provided by ProPay. Merchants should select the option that most closely represents their business. If none apply, they should contact SingleOps support for further assistance.
*Routing Number: This must be a valid APA routing number.
IF a routing number is entered incorrectly, or is invalid, a "miscellaneous error" will be returned in the response and delivered to the end user.
The merchant account will still be created for the account, and will be set up in SingleOps as if no error occurred, however the registered merchant will not be able to get their money swept as expected (because its not a valid routing number)
6. Submit the form
7. Once the form has been submitted, you will receive instant approval. Reach out to Support@SingleOps.com if you have any issues with submission.
Account Configurations
Once your ProPay account is created, check out our SingleOps Payments Powered by ProPay article to see what account configurations you can make, such as setting your limits, adding users and what reports to check out.
Set-Up / Update Payment Gateway
Once your ProPay account is created and desired configurations are made, it's time to turn it on in SingleOps.
To set up the Payment Gateway in SingleOps, follow the below steps:
Navigate to:
Setup > Account Settings
On the Account Settings Page, from the blue menu, find Payment Gateway
Once on the Payment Gateway page, click the Gateway Drop Down arrow, and select SingleOps Payments
Select Currency Type from dropdown
US Dollar
Canadian Dollar
Toggle the appropriate settings:
Enable Processing Fees?
Toggling YES gives the account the ability to define the processing fee percentage they want to add to their invoices.
Processing fees available by default, if you are not currently using, you will see the % default to 0.
You can now add a processing fee for transaction types like credit cards, ACH, etc., helping you offset any additional fees you’d like to charge your clients on invoices.
Turn off ACH?
Turning ACH off will hide all the ACH payment methods. This will not delete any saved ACH payment methods.
If Processing Fees toggled YES, set Bank Transfer Processing Fee %, Credit Card Processing Fee %, and Bank Transfer Fee Cap (**Note - ProPay does not have a cap on ACH fees, so you may want to leave that field untouched if you want to collect the full amount charged by ProPay)
Select Create Payment Gateway or Update Payment Gateway when finished.
NEED HELP? Please contact SingleOps Support for help with SingleOps Payments. Our team is best equipped to engage with our processing partner (ProPay) and get you the fastest answer. Contact SingleOps Support here.