EF Helpdesk

Now that you have Everflow Pay, it's time to get your Partners started. The process is simple and straightforward. Everything they need is located within Everflow Partner Platform, and they will be prompted to complete all forms, including their tax information, based on their location.

This series includes all the best practices and essential steps to make this onboarding as smooth as possible for both you and your partners.

How to Use This Series

Think of this guide as your roadmap for a smooth Partner onboarding journey.

Like navigating a new city, you'll move through different neighborhoods (articles), each revealing a key part of getting Partners set up with Everflow Pay.

Each section builds on the last, helping you understand the landscape of Partner payments step by step.

Setting Everflow Pay as Your Default Payment Method

Make Everflow Pay your main payment method to streamline Partner onboarding, reduce manual tasks, and keep your payment operations organized.

Setting Up Partners with Everflow Pay

Explore both individual and bulk partner setup processes in Everflow Pay. Learn how to efficiently update Partner payment methods, manage setup invitations, etc.

Payee Account Types & Statuses in Everflow Pay

Navigate different account settings for both domestic and international Partners, including verification steps and security requirements.

Sending Payments from Everflow to Everflow Pay

Learn how to select and process invoices efficiently, understand funding requirements, and manage payment approvals across both platforms.

Understanding Everflow Pay Payment Statuses

Monitor payment status in real-time, address issues promptly, keep Partners informed, and maintain efficient payment schedules.

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