This article will guide you through the steps necessary to set up your account to receive payments directly from customers through the Ecotrak portal.
You will need your unique Ecotrak ID to complete setup. To find this ID, navigate the configuration section of the panel and select profile as seen below. Write down the ID and save it for your setup.
2. Next, you will fill out the merchant account application found here. You will enter your ID from step one in the box seen below.
You will also need the below items to complete the application. Be sure to gather these documents ahead of time.
Social Security Number
Federal Tax ID
Bank Account Information (Routing & DDA)
Three months of merchant processing statements
If applying for ACH: Voided check and three months of bank statements
3. Once your application as been completed you will see a confirmation screen. Please allow 72 hours for your application to be processed.
Once your application is approved, you will see a new section in your menu under the configuration option.
When customers begin to make payments, you will be able to review the payments in the payments screen.
