Quick Tip: Use a computer instead of a mobile device for quicker and easier enrollment in Canopy Payments!
You need to enroll in Canopy Payments to process ACH and credit card payments through Canopy.
Note on Deposit Times: Both credit card and ACH transactions take ~2 business days to process in your account.
Enroll in Canopy Payments as an Individual Entity
Important Note: Individuals (sole proprietors) cannot process client payments. This means you cannot set up one-off or recurring payments. Only your clients can make payments in the portal.
1. Choose Payments in the Billing menu.
Canopy will redirect you to the global billing dashboard.
Other Option: You can also enroll by navigating to your Billing Settings and selecting the Payments tab.
2. Click Learn more on the Canopy Payments banner.
Select Start enrollment.
3. Fill out the required fields in the Setup window.
For Individual entities, enter your first and last name.
Best Practice: Make sure that the First name and Last name fields exactly match the name associated with the SSN. Not doing this could slow the approval of your application!
4. Opt into surcharging and agree to the terms and conditions.
Surcharging is optional, but you must agree to the terms and conditions in order to move forward with the enrollment.
5. After entering the required information, hit Continue.
A page will populate prompting you to provide more details.
6. Select Provide personal details.
7. Enter your information and select Next.
Best Practice: Be sure to enter a +1 at the beginning of the phone number to save and continue to the next step in the process.
8. Enter your address details and select Next.
9. Verify that all information is correct and select Submit.
Once you submit, the previous details screen will populate.
10. Select Provide payout details.
11. Enter your payout account details.
12. To confirm your bank account information, select a document type and upload a document.
Permitted document types include:
Bank statements
Deposit tickets/deposit forms
Screenshots of the online banking environment
Official emails or a letter from your bank
Cheques
13. After attaching the document, enter a description if desired and then select Next.
14. Review your information and click Submit.
15. Once you submit, select Back to Canopy.
Application Approval: Usually, you will know if the application has been accepted within a few seconds of completing the process. You can expect to receive an approval or denial within 1-2 business days. If any information is needed to approve your application, an email will be sent to you. There will also be an in-app notification to notify you of more information needed.
16. Confirm your account is active.
Update your Canopy Payments account as needed by clicking Update account underneath the account status.
