MERCHANT ONBOARDING & READINESS

Start taking payments without guessing what paperwork comes next.

Tell us the basics. We’ll use your answers to build the right merchant-readiness path for your business, church, nonprofit, public entity, or organization.

1Tell us what you are

Business, church, nonprofit, government, other organization, or not sure yet.

2See what is needed

Your readiness checklist adapts to your organization and whether you already process cards.

3Prepare a clean handoff

Once ready, Work Made Plain can coordinate the processor onboarding path.

PAYMENT SETUP

Choose the right next step

New payment requests begin with a short Sales review. Invited customers continue in their secure workspace.

Interested in payment processing?

Tell Work Made Plain what you need. Sales will confirm fit, scope, and the right next step before Merchant Onboarding begins. Do not include bank, tax, identity, card, or processor credentials.

Talk to Work Made Plain About Payment Setup Open Support Center

Already invited?

Customers with an existing governed Merchant Onboarding case can continue through the secure Work Made Plain workspace. Sign-in does not create a new case or grant access to another organization.

Open My Invited Merchant Setup

What happens next?

Your public request first creates a governed Sales intake for review. Merchant Onboarding begins only after the required commercial decision and governed handoff. Sensitive underwriting information is collected only through an approved secure path when it is actually required.