Card payment setup now opens with your business details filled in
1 min read
When you set up card payments, the setup form now starts with the business details Servinix already has, such as your business name, address, phone, website and what your business does. You review them and fix anything that's wrong. You don't type them in again.
Before you start
You need to be the account owner. Keep your business details up to date in Settings first, because those are the details the form starts with.
Steps
- Go to Settings › Payments.
- Start card payment setup.
- Check each detail that's already filled in, and change anything that's wrong.
- Add the details that are still missing, such as the owner's personal and bank information.
- Accept the agreement to finish.
Result / verify
The form opens with your business details already filled in. Personal details, like the owner's date of birth, tax ID and bank account, are never filled in for you. You always enter those yourself.