Onboarding your Customers
  • 22 Jan 2024
  • 1 Minute to read
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Onboarding your Customers

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Article summary

Onboarding your Customers

With Access PaySuite Evolve you can quickly onboard your customers and start processing transactions on their behalf.

Quickstart Guide

Let's get you started quickly by going through the basic steps of setting up your first merchant and processing your first payment.

Inviting customers

With this option you’ll create the merchant account and invite a user to register for access to that account. The user will have their own credentials to log in directly to the Evolve Portal.

Managed user login

With this option the software provider will create the user account and log the user into the Evolve Portal to complete their onboarding application.

Build your own onboarding screen

With this option the the ISV can pre-populate some or all of the forms in the onboarding journey.

Onboarding Schools

Introduction to our dedicated onboarding platform for the schools market.


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