Note: The instructions are intended for administrators enabling card payment setup, primarily for new organisations in the UK.Follow these steps to set up card payments for your organisation in Abler.
- Log in to Admin HQ as a Club Admin with payment rights.
- Select Finance in the left-hand menu, then go to the Payment Accounts tab.
- Click Add, then select Connect to Payments.
- In the dialog box that appears, fill in all four required fields and select Continue.
- Select the option that matches your club's legal structure in the onboarding form and click Next.
- On the Set up your account page, click Add for each category to enter the required information.
- Company/personal details: Fill out all the sections listed on the left-hand side. Each section must be completed before you can move forward with the Next button.
- Decision Makers: Click Add decision-maker, select their role(s), and enter the details for individuals authorised to make decisions on behalf of the organisation. Ensure the legal names match the registry records and that the individuals listed are among those authorised to bind the company according to company registers and records.
- Bank Account Details: Choose one of the following verification methods:
- Instant verification: Use your mobile banking app or website to log in and verify.
- Bank statement upload: Enter the bank account details and upload a supporting document (for example, a statement or letter from your bank).
- Scroll down to the Sign Services Agreement and PCI DSS Questionnaire sections. Review each document carefully and ensure they are signed by someone with the authority to make the application. Input from authorized decision-makers may be required.
Monitor and Resolve Onboarding Issues
If you need to pause filling in the onboarding form, you can save your progress and return later to complete it. You can also monitor the status of your onboarding, see what information is missing, and update the form as needed. Use the onboarding form to address any missing or incorrect details flagged during verification.
To access and manage the onboarding form:
- Go to the Payment Accounts tab in the Finance view.
- Click the three-dots icon for the legal entity and select an option:
- Problems: See a list of flagged items and the corresponding actions to resolve them. You can select Fix problems in the Problems window to go to the onboarding form and resolve the issues.
- Onboarding: Takes you to the onboarding form where you can fill in missing information and address verification issues.
- Details: View an overview of the verification status, including any missing details. From the Details window, you can access the list of Problems and the Onboarding form.
After completing all onboarding steps, Abler will finalise the verification process and activate your payment account. You will receive confirmation once the account is ready for use.
If you have questions or encounter any issues during the setup process, contact Abler Support for assistance.
Keywords: payments, finance, account setup, Adyen