Aisle Planner + Wedpay for US and 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. Canadian applicants will also receive a second email with the merchant agreement.
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). If additional information is needed to verify any information provided on your merchant application, a Fullsteam or Aisle Planner representative may reach out to you directly. The most commonly requested item for additional verification is a voided check, however, a Fullsteam or Aisle Planner rep may request additional items.
Once your merchant account has been approved, you'll be notified via email.
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.