Setting Up Your Marketplace Everflow Pay Payee Account

For Marketplace Administrators: A guide to configuring your single Everflow Pay payee account in the new 'Payment Settings' tab. This account will be used by all your connected advertisers.

Overview

We've introduced a new, centralized Payment Settings tab within the Marketplace Platform to streamline how you get paid via Everflow Pay.

This new section allows you to set up and manage a single Everflow Pay payee account. This one account will be used by all Marketplace Advertisers you are connected with to pay you.

Note This feature is only visible to users with the Administrator role.

Finding Your Payment Settings

To begin, navigate to the Payment Settings tab in the left-hand menu of your Marketplace Platform account.

Getting Started: One Account for All Advertisers

When you open the Payment Settings tab, you will see a prompt to set up your centralized Everflow Pay account.

From here, you will follow one of two paths depending on your account's history.

Path 1: Migrating an Existing Configuration

If you have already set up Everflow Pay details with one or more advertisers on the platform, the system will find all your existing configurations.

You will be asked to select one of these configurations to become your single, primary payee account for all advertisers.

You will also need to associate one email address with this primary account, which will override any others.

Path 2: Setting Up a New Configuration

If you do not have any existing Everflow Pay configurations, you will be guided through a new three-step setup process.

Everflow Pay: Provide your general details and banking information.

Tax Information: Fill out the required tax forms.

Status: Confirm your account is verified and ready to receive payments.

Heads Up! Parallel Verification Steps A key update to this process is that the Penny Test and Tax Form sections are now parallel steps. They are not linear. This means you do not need to wait for the penny test to be completed before you fill out your tax information. We highly recommend you fill out your tax forms while the penny test is in process.

Penny Test: This is a verification step for US-based payees only. If you are not based in the US, you will not have this step.

Tax Forms: You will be prompted to fill out the appropriate tax form (W9 for US-based entities, W8 for non-US).

You will see an "Action Needed" status on both items until they are complete.

Setup Complete

Once you have completed all the required steps (including the penny test, if applicable) and your tax forms are verified, your account status will update to "Ready to receive payments."

Key Points

Please keep the following key points in mind:

This is for Everflow Pay Only: This centralized Payment Settings tab only controls your payee details for the Everflow Pay payment method.

Other Payment Methods (Tipalti, Veeam, etc.): If your advertisers pay you using other methods (such as Tipalti, Veeam, PayPal, etc.), you must still configure those payment details within the Partner Platform for each advertiser that uses them.

Editing Your Everflow Pay Details: Once this Marketplace setting is active, you can no longer edit your Everflow Pay banking details from within an advertiser's Partner Platform. All future updates to your Everflow Pay account must be made from this central Payment Settings tab in the Marketplace Platform.

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Overview

Finding Your Payment Settings

Getting Started: One Account for All Advertisers

Setup Complete

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