Overview

You’re probably here because the brand or company you're working with has chosen to use Everflow Pay, our in-house payment solution, to process your payouts.

To get set up, you will need to complete your payee configuration from the Billing page within your Partner Platform account. Once completed, you'll be all set to receive payments through Everflow Pay.

How to Set Up Your Account

The setup is a simple, three-step process to enter your details, provide tax information, and verify your account.

⏱️ Setup Time: 5-10 Minutes

You'll need your banking information and tax details ready to go.

⚠️ If You See a Warning Banner

You may see a warning on your dashboard: "Your payment method configuration is incomplete. Please enter your tax information in the Company Settings → Billing Section." This means you need to complete the setup below.

Warning banner appears when setup is incomplete

1

Navigate to Billing & Start Setup

From your Partner Platform, navigate to Company Settings → Billing. You'll see the Everflow Pay Setup section with a "Start" button.

Click "Start" under Everflow Pay Setup to begin

After clicking Start, you'll see a phone verification modal to confirm your identity before entering payment details.

Verify your identity via text (SMS) or call

💡 Quick Tip

Text (SMS) is usually faster than receiving a call. Make sure you have access to your phone before starting.

2

Complete Your Payee & Banking Details

You'll enter your personal and banking information in a two-step form:

1 Banking Information

General info + Banking details

→

2 Review and T&C

Confirm details + Accept terms

Step 1: Enter your general information and select your bank country

The banking fields you see depend on your Bank Country selection:

🇺🇸 For US-Based Partners

You'll need:

• Routing Number: Your bank's 9-digit routing number
• Account Type: Checking or Savings
• Account Number: Your full account number
• Payment Method: ACH or Wire (depends on your routing number)

Payment Method

You'll only see both ACH and Wire options if your routing number supports both.

🌎 For International Partners

You'll need:

• Bank Country: Must match your Country of Residence
• Currency: Your deposit currency (e.g., AUD, EUR, CAD)
• SWIFT/BIC: Your bank's international code
• Account Number: Your full account number
• Additional Codes: Transit Code or Institution Number (if required)

⚠️ Important

Your bank must be in the same country as your Country of Residence.

Step 2: Review your details and accept Terms & Conditions

3

Select & Complete Your Tax Form

After submitting your banking details, you'll see a tax form selection screen. Choose the form that matches your situation:

Select the appropriate tax form based on your location and entity type

🇺🇸

Form W-9 - U.S Individual or Entity

For US citizens, resident aliens, and US-based companies/partnerships

👤

Form W-8BEN - Foreign Individual

For non-US individuals receiving US-source income

🏢

Form W-8BEN-E - Foreign Entity

For non-US businesses and entities

📋 Other Tax Forms & FAQs

Other Forms Available:

• W-8IMY: For foreign intermediaries or flow-through entities
• W-8EXP: For foreign governments or tax-exempt organizations
• W-8ECI: For foreign entities with US trade/business income

Common Questions:

I'm a U.S. citizen living abroad. Which form?

Complete Form W-9. This form is for U.S. citizens regardless of where they reside.

Do I need to complete this every year?

W-9: Only if your info changes. W-8: Valid for 3 years, unless your status changes.

After selecting your tax form, monitor your configuration status

💡 Which Form Do I Need?

The form selection is based on your Country of Residence and Business Structure from Step 2. Everflow will guide you to the correct form.

Setup Complete

Once your tax forms are processed, your account status will update to Ready to receive payments.

🎉 All Set! You're now ready to receive payments through Everflow Pay. Your first payout will be processed according to your billing schedule.

Need Help?

If you run into any issues during setup:

Double-check that your bank country matches your country of residence Verify your routing number (US) or SWIFT/BIC code (International) is correct Contact your network manager if you continue to have problems