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What Payment Settings Does
On the Marketplace you can be connected to many Advertisers at once. Without Payment Settings, each of those connections would mean logging into a separate Partner Platform and typing your bank details in again. Payment Settings replaces all of that with one Everflow Pay configuration that every Advertiser you are connected to can pay against.
You set it up once. After that, any invoice you raise against a Marketplace Advertiser who pays through Everflow Pay can be paid without you touching your banking details again.
What It Does Not Cover
Payment Settings only controls Everflow Pay. If an Advertiser pays you through Tipalti, PayPal or anything else, those details still live inside that Advertiser's Partner Platform and you configure them there, one Advertiser at a time. That is slow and easy to get wrong, which is the honest reason we suggest asking your Advertisers to move to Everflow Pay.
Where to Find It
Open the Marketplace Platform and look at the bottom of the left sidebar, under COMPANY.
The page opens on your Everflow Pay Configuration card, which is a progress tracker rather than a form. It lists the stages you need to clear, and each one has its own button.
Two Ways In
What happens when you click Start depends on whether you have set up Everflow Pay with an Advertiser before.
Filling In Your Configuration
The form behind the Start button is three screens: General, Banking, then Review and T&C. A red asterisk means the field is mandatory, and the form says so at the top of each screen.
General: Who You Are
First, pick your Structure. Sole Proprietorship (individual) asks for a Beneficiary First Name and Beneficiary Last Name. Corporation (company, organization, or entity) asks for a single Business Name instead. Either way, use the name exactly as it appears on the bank account, because a mismatch is the most common reason a transfer comes back.
Under Point of Contact for Payments, add an Email and Phone Number. Everflow uses that email for all payment and banking information associated with Everflow Pay, so choose an address someone reads.
No tax ID is asked for here
The Marketplace version of this screen collects your name and your contact details and nothing else. There is no business address block and no tax ID field, which is a real difference from the same form in the Partner Platform. Tax is handled entirely by the separate stage on the configuration card.
Banking: Where the Money Goes
The Banking screen opens with a single field, Bank Country, and stays empty until you choose one. The rest of the form is built from your answer, because every country's banking system needs different numbers.
Canada
Canada is the only country where you choose your bank from a dropdown rather than typing its name. You will be asked for Bank Name, Bank Account Currency, Bank Account Number, SWIFT/BIC, Transit Code and Bank Institution Number. All six are mandatory. Selecting Canada also raises a Heads Up! banner with a Learn More link.
United States
You will be asked for your routing number, account type and account number. Payments to US accounts go out as a next-day ACH transfer.
Everywhere else
You will be asked for a SWIFT/BIC, your Bank Account Number and your Bank Account Currency, plus any additional codes your country requires. Your bank publishes all of them.
Review and T&C
The last screen reads your answers back to you and puts an Attention notice above the banking block asking you to check your account number. Do check it. A wrong digit delays a payment rather than failing it visibly. Tick the box under Legal to accept the terms and conditions, then Submit.
Your first stage turns green and expands into a Key information summary: your point of contact, banking country, bank name, currency, and your account and institution numbers partly masked with an eye icon to reveal them. An Edit button sits underneath it.
The U.S. Tax Information Stage
The middle stage on the configuration card is labelled U.S. Tax Information and reads "Submit your U.S. tax information by completing the applicable tax form." It stays there, with a Select Tax Form button, until you complete it.
The label surprises people, so it is worth being plain about it. The wording describes the form being collected, not where you are. The stage still reads "U.S. Tax Information" when your saved banking country is Canada, or anywhere else. It is asking for the US tax form that a US-based payer has to hold on file for you, and the form you pick is the one that matches your own status.
Which Form to Pick
A W-8 is the routine case for anyone outside the US, not a special one. Everflow's tax provider renders the form, so it opens outside the Everflow Pay screens and returns you to the configuration card when it is done.
Once You Are Set Up
When every stage on the card is green, the third one reads Ready To Receive Payments and Advertisers on Everflow Pay can pay your invoices. There is no test deposit and no penny transfer anywhere in this flow.
Your Everflow Pay Details Now Live Here Only
This is the change that catches people out. Once your Marketplace configuration is active, you can no longer edit your Everflow Pay banking details from inside an individual Advertiser's Partner Platform. Every future change, a new bank, a new address, a new contact, is made here through Edit. Details for other payment methods are unaffected and stay where they always were.
If You Are Not Payable Yet
Work down the card first: any stage that is not green is telling you what it still needs. Two causes sit outside the card.
Your payment method with an Advertiser is still set to Wire
Wire is no longer available as a payment type for partners. If a connection still has Wire selected, it has to be switched to Everflow Pay before anything can be paid, and nothing in this form does that for you.
A newly created payee record can sit in a short holding window
Some payers apply a brief waiting period to new payee records before payment is allowed. It clears by itself.
Anything else, write to pay.help@everflow.io with your company name and the country your bank is in.
→ How To Navigate The Marketplace Platform. Where everything else lives in the sidebar.
→ The Marketplace Earnings Report. What you have earned across all your connections.
→ Setting Up Your Everflow Pay Account. The same setup inside a single Advertiser's Partner Platform.
→ User Roles & Permissions In The Marketplace. Who at your company can see Payment Settings.
