Add Referrer Signup Form (F)

The Add Referrer Signup Form page allows you to create a new Referrer signup form to use during the signup process.

Tip: The signup form features will help you to quickly create a customized, detailed form. On this page you can:

Add custom fields for your Referrer to complete when signing up.
Require the upload of specific documents or signatures from Referrers directly on the signup form.
Add custom agreements and terms to your signup process.
Import information from earlier pages in the signup form.
Instantly verify your Referrer’s banking information as they sign-up with our Plaid integration.
Add “Success” and “Error” icons within the signup form to indicate whether section info requirements are met.

Note: For more information on signup forms, see the Merchant Signup Form page and the Signup Form Definitions page.

Navigate to the Add Referrer Signup Form page by following the steps below:

Step 1: Click on Signup Forms in the Forms category of the left hand navigation panel.
Step 2: Click REFERRER in the upper left hand corner of the page to open the Referrer tab.
Step 3: Click the ADD REFERRER FORM button in the upper right hand corner of the page to open the Add Referrer Signup Form page.

Add Referrer Signup Form Page Features

Click here to view the features of the Add Referrer Signup Form page.

Signup Form Creation Steps

To create a new signup form, follow the steps below:

Step 1: Enter information in the fields in each tab (see below for tab descriptions).
Step 2: When you have entered all the required information, click the TERMS AND DISCLOSURES tab in the bottom left hand side of the box.
Step 3: Scroll to the bottom of the tab and click CREATE SIGNUP FORM to save the form. The form will now be displayed on your Signup Form page, where you can edit the form and also copy a link that you can send to a prospective Referrer or embed in your website.

Signup Form Box

The Signup Form Box contains a list of tabs on the left hand side of the box that contain details about the signup form. The tabs are described below. Click on any tab to view its contents.

General Settings

The General Settings tab contains page configurations that change the visual properties of the signup form, including Page Settings, Header Fields, Color Styling, Fee Settings, Partner Configurations, and Merchant Login Configurations.

The Page Settings section contains the following information:

Page Settings Field Name

Description

Name

The name of the signup form.

Code (Autogenerated)

The autogenerated code related to the name of the signup form.

Signup Mode

The setting for the signup form. Choose from: None, Sandbox, or Production.

In Sandbox, the form will be in a testing mode and won’t run real transactions. In Production, everything will be considered real and the accounts that are created will be live.

The Header Fields section contains the following information:

Header Fields Field Name	Description
Form Header	The text displayed in the form header.
Form Header Logo	Upload your business logo to be displayed in the form header.
Subtitle	An optional subtitle displayed below the header.
Text Preview Box	A preview of the text displayed in the form.

The Color Styling section contains the following information:

Color Styling Field Name	Description
Background Color	The hex code color displayed in the form background.
Text Color	The hex code color displayed in the form text.
Error Text Color	The hex code color displayed in any error text.

The Fees section contains the following information:

Fees Section Field Name

Description

Fee Collecting Entity

The name of the entity that will collect any fees associated with the Referrer account.

Add Additional Fee Button

Click ADD ADDITIONAL FEE to add a line to the Fees Section. Enter the fee information in the additional fields. To add another fee, click ADD ADDITIONAL FEE again. To remove a fee, click the TRASHCAN icon to the right of the fee.

Note that you must click the PENCIL icon in the upper right hand corner of the box to use the Add Additional Fee button.

The Partner Configuration section contains the following information:

Partner Configuration Section Field Name	Description
API Key	The API key generated by the Payrix Portal.
Referrer’s Group	The name of the Group associated with the Referrer.
Referrer’s Merchant Group	The name of the Merchant group.
Parent Login	The Login ID for the Parent (Facilitator or Referrer).

The Partner Login Configurations section contains the following information:

Partner Login Configuration Section Field Name	Description
Portal Access	Indicates whether the Referrer will have portal access after signup. Choose from: Yes or No.
Login	The login user ID for the Referrer.
Access Template	A template of user permissions to assign to the login that a user creates. Click the drop down menu to choose a previously saved Access Template or click ADD A TEMPLATE in the top of the drop down to create a new template later.
Signup Complete Redirect	Indicates where the Referrer’s web browser will be directed once signup is complete. Choose from: No Redirect, Login Page, Custom URL, Custom Page.
Teams	Indicates any Team that the Referrer will be added to once signup is complete.

Business Info

The Business Info tab allows you to configure what information the signup form will require about the business, and includes the following information:

Business Info Tab Field Name

Description

Business Field Configurations

A list of business configurations that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes.

The Business Field Configurations include the following options:

Business Type (e.g. LLC)
Website
Customer Service Phone
Custom Description
IRS Filing Name
EIN Type

Countries

The countries where the signup form can be used. Choose from: United States or Canada.

Custom Fields

Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Ownership Info

The Ownership Info tab allows you to configure what information the signup form will require about the primary owner of the business, and includes the following information:

Ownership Info Tab Field Name

Description

Principle Field Configurations

A list of configurations about the primary owner that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes.

The Ownership Field Configurations include the following options:

SSN
Politically Exposed Person
Citizenship

Login Confirmation Message

A customized message that the business owner views following login.

Custom Fields

Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Banking Info

The Banking Info tab allows you to configure what information the signup form will require about the business’s banking information, and includes the following details:

Banking Info Tab Field Name	Description
Business Field Configurations	A list of configurations about the business’s banking information that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes. The Business Field Configurations include the following options: Plaid Enable Document Upload Allow Multiple Bank Accounts
Banking Documentation Custom Message	A customized message about the banking documentation.
Banking Documentation Document Type	The type of document required to verify bank information. Choose from: General Personal ID Company ID Voided Check Bank Statement Bank Letter Contract
Banking Documentation Required	Indicates whether documents are required for bank verification.
Banking Documentation Add Document	To add a new document type, click ADD DOCUMENT and enter the required information. Add an additional field by clicking ADD DOCUMENT again. Remove a document type by clicking the TRASHCAN icon to the right of the field.
Custom Fields	Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Note: If you choose to enable Plaid in the Business Field Configurations section, then the new Referrer will be prompted to log in to their online banking via a secure hosted form that links the account directly to Payrix. This eliminates the need for them to manually type their account or routing information, and ensures that the account is validated and will not have any funding issues once processing begins.

Terms and Disclosures

The Terms and Disclosures tab allows you to customize the Terms and Conditions and other agreements necessary for Referrer signup.

Note: For more information on Terms and Conditions, see the Terms and Conditions and Terms and Conditions Types pages.

The Terms and Disclosures tab includes the following details:

Terms and Disclosures Tab Field Name	Description
Terms and Conditions	A list of customizable fields related to the Terms and Conditions for signup, including the following items: Document Upload Bank Disclosure Terms Suffix Terms and Conditions Saved Document
Custom Agreement	Personalized text related to signup agreements.
General Documents	Other documents related to signup agreements. To add a new document, click ADD DOCUMENT and enter the required information. Add an additional document by clicking ADD DOCUMENT again. Remove a document by clicking the TRASHCAN icon to the right of the document.
Custom Fields	Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Related Pages

Click the links or items in the page to access any of the following pages: