With online payments from Aisle Planner + Wedpay for US-based businesses and Stripe for Canadian-based businesses, you now have a simple and streamlined solution for managing invoices and accepting online payments in our all-in-one platform for business management and planning. Set up your merchant account to start sending invoices and accepting online payments by following the steps below!

Please note: To apply for an online payment account, account holders must have verifiable US- or CA-based business bank account, business addresses, and tax ID.

Step 1:
Hop on over into your Business Settings tab by clicking on the Settings Icon towards the top right of your pro dashboard.

Step 2:

If you haven't already, complete your business's general information here, including company address and additional contact information. You'll also want to verify that your Business Name is shown accurately here—we’ll use this information to pre-populate your quotes and invoices so you won't need to enter it in every single time you create a new quote or invoice.

Step 3:
Click on the Banking tab, select your country, and then select your country of residence. Follow the prompts to complete your application.

**The merchant application process will differ depending on your country of residence. If you need additional direction to complete your merchant application, please see below for more information regarding the application process for US-based businesses and Canada-based businesses.

Once you've selected US as your country of residence and have completed requested fields, click on the APPLY NOW button. You'll be redirected to the Wedpay application portal in a new browser tab, which will require that you enter in your email and set up a password for data security purposes.

Pro Tip: You may need to log back in to your application portal at a later time to complete your application or upload additional information, such as a voided check or photo ID, should the underwriting team require more information to verify your business or identity, so save your login information. You'll also receive an email with more information and info on how to re-access your merchant application account.

Once you've set up your password, follow the steps to complete your merchant application. Once you're done, close the application portal browser tab to return to your Aisle Planner account.

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. To expedite the verification and approval process, we recommend that you complete all fields.

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.

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. 

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