Setting up Albi Payments allows your company to streamline transactions and manage payments efficiently within the Albi platform. This guide will walk you through the steps to enable and configure Albi Payments, ensuring you have the necessary permissions and understand the process from start to finish.
Required Permissions
To set up Albi Payments, you must have the 'Manage Company' permission. This access allows you to configure payment settings and manage permissions within your organization.
Getting Started
Follow these steps to begin setting up Albi Payments:
Access Albi Payments:
Navigate to the Albi dashboard.
Click on the wallet icon in the navigation bar to access the Albi Payments screen.
Initiate Setup:
On the Albi Payments screen, click 'Set Up Albi Payments' to begin the setup process.
Only users with 'Manage Company' permissions will see this option and be able to proceed.
Onboarding Process
The onboarding process involves submitting key business and financial details for verification.
Provide Necessary Information:
Fill in all required fields, including your business name, contact details, and financial information.
Review and confirm the accuracy of all entered information before submission.
Submission and Review:
After submission, your details will go through a review process that typically takes up to two business days.
During this period, you can check the status of your submission and make any necessary adjustments.
After submission, it typically takes up to two days to have your provided information processed and Albi Pay active.
The email you used to set up Albi Pay will receive notifications about your Albi Pay verification status.
Managing Permissions & QBO Set Up
Once Albi Pay begins getting set up, you can get the final pieces of Albi Pay set up for you and your team.
Roles with access to Albi Pay Reporting
Grant team members permission to view the payment reporting page.
This page provides insights into all transactions and financial data linked to Albi Payments.
Roles with access to charge Payment Methods
Grant team members permission to charge payment methods on file for a customer.
This ensures that only authorized personnel handle financial transactions.
QBO Payment Account for Transaction Fees
This is the Payment Account used when creating expenses associated with transaction fees that are automatically sent to QBO when a payment is successfully processed.
QBO Expense Account for Transaction Fees
This is the Expense Account used when creating expenses associated with transaction fees that are automatically sent to QBO when a payment is successfully processed.
