Payment Assistant Onboarding and Setup Questions
Note: Payment Assistant™ is currently in Limited Availability (LA). Are you interested in participating? Apply to join our LA group. During this time, we'll review and implement participant feedback to prepare for general availability.
What is an executive sponsor?
This is the one individual with significant responsibility for managing the customer, such as an executive officer or senior manager (e.g., Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, Managing Member, General Partner, President, Vice President, Treasurer); or any other individual who regularly performs similar functions. This information must be provided even if no beneficial owners are listed.
Can a logo be set up for checks and email remittance?
No, not at this time. As we build Payment Assistant, we will take into consideration important functionality that you need for this offering.
Can I switch which bank account I'm using with Payment Assistant?
Yes, you can. While it's not difficult, it does require you to go through onboarding again to use the new account. It may take some time to do so, so we recommend you carefully consider which bank account you want to use. And, if you need to change accounts, consider the best time for your organization to make that change.