Admin Setup - Payment Registration

Overview

This screen allows you to register for the payment portal to receive electronic payments.

Roles

This screen is available to users having the Administrator or P&R Administrator role.

License

This screen is available with the Project Financials family of Unanet licenses.

Topics covered on this help page include:

• Example screen

You may also be interested in:

• Unanet Pay

Example Payment Registration screen:

Click on the Register for Payment Portal link which will take you to the payment portal. The screen will resemble the following:

Field Descriptions

• Company Name - your company name

• Company Subdomain - your Unanet URL

• Unanet GovCon Username and Password - your Unanet username and password

• Email - your email to use with Stripe

• First Name/Last Name - name to use with Stripe

• Password - password for Stripe

Fill in the fields and click on Continue to complete registration. You will be able to update company settings (including Stripe account), profile, and payment methods.

Upon completing registration, you will receive an account activation email. Click on the link provided in the email to activate your Stripe account.