My Merchant Account Page/Payment Processing

The "My Merchant Account" page is located in Tools> Payment Processing. 

Here is where you can fill out your merchant account appliation to be able to accept payments throught the software. You will see "Set Up" in the top right corner:

You will need your:

• EIN 
• HOA legal name
• HOA bank information and a bank letter, voided check or bank statement

The section of this payment processing setup page is called "Primary Owners Information". This section is where we need to confirm that an actual human is setting up this merchant account and that this person is not on any money laundering lists. There are two ways to fill out this section Option 1 is where you can enter the birthday and social security number of the individual filling out this account or Option 2 where you enter your email into the field and a link will be sent to you where you can verify your ID via an online verification process.

At the very bottom of this payment processing setup page there are three checkboxes you must check the box next to. One is agreeing to the terms and conditions of the merchant account agreement. The second one is agreeing to the bank disclosures agreement. You view these disclosures by clicking on the link associated with these checkboxes. And the last checkbox is stating you are the authorized signer of this application. Once all of this information has been filled out you will click on either the "save" button or the "save & submit for review" button. If you click on the save button this will save the form so that you can come back and finish filling it out later. If you click on the save & submit for review button it will save the application and then submit it to EasyHOA.

 EasyHOA will then review the application, check for and changes that might need to be made and then submit for approval. Approval typically takes anywhere between 7-10 days. Once your merchant account has been approved EasyHOA will go ahead and connect it to your HOA software and you will be ready to start taking payments through the software.

At the bottom of the "payment processing" you will see Accepted Payment Methods: 

These are the payment methods your HOA will accept. You can turn off some of these options if you don't want to allow a certain payment type, like paying with an American Express. Once you turn it off, then hit "Update Settings" to save. 

Your HOA is automatically set up to pass all convenience fees to the owners: