Get Started checklist

PayMaker displays steps to complete the account setup on the Overview page. These steps are also available in a checklist format.

Account Setup Checklist

  1. Log in to PayMaker
  2. Click settings
  3. Click what you're ready to do to see your setup steps as a checklist

The Startup Checklist displays what has been completed and what still needs to be completed to set up the account. Click each item to complete the tasks:

Roles and Permissions

Employees, co-workers, and accountants

  • Add Collaborators to the PayMaker account
    • To add additional Admins or Payers, add them in Online Banking
  • Assign a Role based on what each User will be doing in the account

Bills And Documents

Inbox

  • Set up the PayMaker Inbox email address
  • Once activated, bills and other documents can be sent to the PayMaker Inbox directly

Payables

Bank Account

  • Set up the bank account to make and/or receive payments through PayMaker

Approval

  • Set up a Bill/Credit Approval Workflow

Receivables

Logo

  • Upload a company logo to be displayed in emails to your vendors and customers, invoices to customers, and in the Portal where customers make payments

Branded website address

  • Customize the URL that customers will use to access the Customer Portal

How you want to get paid

  • Setup a bank account to receive payments electronically

1st Sync

Sync Setup

  • The steps will guide you through the Sync Setup to bring data for Payables and/or Receivables from the accounting software into the PayMaker account

If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.