Sales & Application
Discuss merchant needs and payment requirements
Review and agree on pricing, fees, and hardware
Confirm terminal types and quantities
Guide the merchant through completing the application and accepting terms
Application Review & Approval
ValPay reviews the submitted application
The application also goes through platform-level KYC and compliance checks (including Adyen verification)
Approval status can be tracked in the Portal timeline
Once approved, the merchant moves to implementation
Implementation & Setup
Send or confirm receipt of the merchant welcome email
Verify merchant account setup via Portal Onboarding
Order terminals (if not already completed)
Assign terminals once dispatched
Terminal Installation & Testing
Install and configure terminals with the merchant
Complete terminal pairing and setup
Run a test transaction to confirm processing
Portal Access & Go-Live
Identify Merchant Admins with the business
Add Merchant Admin users and assign permissions
Share the Merchant Help Center link directly, or advise the merchant that once logged into the reporting portal, they can select the support bubble in the bottom right corner to access the help center and search for answers.