Aisle Planner + Wedpay (for US-based businesses) and Stripe (for Canadian-based businesses) offers a seamless way to manage invoices and accept online payments. Set up your merchant account to get started—follow the steps below!
Please note: To apply for an online payment account, account holders must have verifiable US or Canada-based business bank account, business addresses, and tax ID.
Go to your Business Settings by clicking the Settings icon in the top right of your Pro Dashboard.
Complete your business's general information, including address and contact details, and ensure your Business Name is accurate. This information will automatically populate your quotes and invoices, saving you time.
Click on the Banking tab and select your country and click Apply Now.
From there, the application portal will open in a new browser tab where you'll be asked to choose your region and language. ⬇️
Next, enter your email address, legal business name, and DBA (if applicable). After clicking Start the Application, you'll receive an encrypted link via email from Fullsteam Merchant Application to access your application later, if needed.
After submitting your application, a confirmation page will appear. If all information is correct, Fullsteam’s underwriting team will review and approve it within 24–48 hours (1–2 business days).
Once your merchant account has been approved, you'll be notified via email.
For Canadian-based businesses
Once you've selected your country of residence, click the gold button to start the application process. You will be redirected to the Aisle Planner Online Payments application form, which you will need to complete so your identity can be verified by our payment processor, Stripe. Please complete all required fields, accept Stripe’s terms of service, and click DONE.
Once you have clicked DONE, you will be returned to your online application in Aisle Planner to connect the bank account where you would like your payments deposited to our online payment platform. To expedite the verification and approval process, please complete all required fields.
Pro Tip: If you don't see the form to fill in your bank information, just wait a few minutes. Stripe is working behind the scenes to verify your business information. Once they verify it, you will see the bank information form. If you don't see it after a few minutes, refresh your browser page.
Submitted merchant applications typically take about 5-10 business days for review and identity verification. If additional information is required, such as a photo ID, business license or a cancelled/voided check, a representative from Aisle Planner will be in touch with you directly.
Once your merchant account has been approved and enabled, we'll let you know and you'll be able to start accepting online payments immediately.
Setting Up Your Invoice Templates
While you're waiting for your account to be verified, you can move onto creating your invoice template(s), so that once you're all set up to receive online payments, you can start sending invoices right away.
To create your first invoice template, click on the Templates tab within your Settings menu, then click on the Invoice option in the left hand column. Then click on the gold ADD NEW button.
Want to learn more about creating Invoice Templates?
Check out this article.
Have questions or need assistance setting up your online payments?
Get in touch with our customer support team through the messenger widget below.