Payment Processing Set Up

In this guide, we'll navigate the essential process of setting up your Payment Processing in Archy. This foundational step allows you to collect payments directly through Archy and use features like text-to-pay options, online patient portal transactions, and secure credit card storage. In this process, you will also order your credit card terminal that connects directly to Archy.

Navigate to Archy's Settings > Payments > Payment Processing.

Then select Activate Payment Processing to start the process.

In the first step, confirm that your business information is accurate, including the business legal name, doing business as (DBA) and practice contact information.

Next, confirm where you'd like your credit card terminal to be shipped. By default, the shipping address will be the practice address. If you'd like to change where the terminal is shipped (for example, to your home), you can edit the address for where you'd like the terminal shipped.

Also confirm the contact information for who you'd like to receive updates on shipping (tracking number & shipping updates) via email.

Complete the following form to provide the detailed business information to complete setup of payment processing. All of this information, including bank account information, is ONLY stored with Archy's payment processing partner and is not stored in Archy, for security purposes.

The first section will ask you about information related to your business registration. This is to ensure you are a legal business entity and is required by law.

The second section will ask about the owners of your practice (called "decision makers" in this form). Select the Plus button to add anyone who owns 25% or more of the practice.

Please note, when adding each owner into this form, you will need to select all 3 check boxes for each owner.

The third step will ask you to enter your bank account information. There are two options to connect your bank account:

1. Directly connect via your banking website.

2. Manually enter your bank account & routing number and provide a bank statement. The account holder name must match your legal entity name.

Please note, all banking information is ONLY stored with Archy's payment processing partner. This banking information is encrypted and stored securely. Archy does not save directly or have access to your bank account information.

Finally, sign the two documents related to terms of service and PCI compliance to use the payment processing services.

Approval process

Once you have completed all the steps of the form, approval may range from a few hours to days. Rest assured, this approval process ensures the security of your financial transactions in Archy. Additional information may be requested for verification during this process based on factors like how long your business has been registered or if you've recently changed the business' legal name. Your onboarding specialist will reach out if additional documents are required.

Once you are approved for payment processing, you will see your status as Active. At this time, the credit card terminal will be shipped to the address you indicated in the payment processing onboarding and you will receive an email with tracking information.