Set Up SingleOps Payments Powered by ProPay

In this article:

Sign Up for ProPay

Account Configurations

Set Up Payment Gateway

Sign Up for ProPay

1. Navigate to:  Setup > Payments > Payments Setup
2. Once you are on the Sign Up/Status Page, enter the email address of the Primary Business Owner (the individual(s) who manage all of the financials for the business and will need to complete the next step)
   *Note: This person does not have to be a SingleOps User
   
3. Click Submit.
   
   
4. The owner of the email address you entered will then receive an email that will prompt them with a link to complete the sign-up of SingleOps Payments powered by ProPay. Follow the link to the Sign Up Page.
   
5. Complete all required fields on the Sign Up page.
   * Business Owner Attestation: This is a boolean value declaring whether or not the merchant is the sole owner or if there are other owners of more than 25% stake in the company.
   
   • • A False value will not prevent the form submission/merchant account creation, however, it could trigger a manual review and ProPay requesting more information about the other beneficial owners. This bank sweeps and processing could be put on hold until ProPay receives that information.
     • IF the merchant needs to update their owner information due to a request from ProPay, (ie, add another owner of a certain percentage above 25%) there is no way to handle this currently through the UI. If needed, removing an owner's information should be done by contacting ProPay Support.

* Business Type: This is a pre-selected list of Business Type classifications as provided by ProPay. Merchants should select the option that most closely represents their business. If none apply, they should contact ProPay for next steps.

* Routing Number: This must be a valid APA routing number.

• • IF a routing number is entered incorrectly, or is invalid, a "miscellaneous error" will be returned in the response and delivered to the end user.
  • The merchant account will still be created for the account, and will be set up in SingleOps as if no error occurred, however the registered merchant will not be able to get their money sweeped as expected (because its not a valid routing number)
  • According to Propay, Merchants should be able to update their banking info via their propay dashboard if needed after the merchant account is created. Alternatively SingleOps can update this for the merchant via the api.

6. Submit the form

7. Once the form has been submitted, you will receive instant approval and a Merchant ID/Credentials for the ProPay website (for reporting) will be send via email.

Account Configurations

Once your ProPay account is created, check out our FAQ article to see what account configurations you can make, such as setting your limits, adding users and what reports to check out.

Set-Up Payment Gateway

Once your ProPay account is created and desired configurations are made, it's time to turn it on in SingleOps. 

To set up the Payment Gateway in SingleOps, follow the below steps:

1. Navigate to:   Setup > Account Settings
2. Account Settings Page, scroll down the left side of the page to find Payment Gateway
3. Once on the Payment Gateway page, click the Gateway Drop Down arrow, and select SingleOps Payments
4. Select Create Payment Gateway
   
   
   

NEED HELP? Please contact SingleOps Support for help with SingleOps Payments. Our team is best equipped to engage with our processing partner (ProPay) and get you the fastest answer. Contact SingleOps Support here.