Setting Up Partners With Everflow Pay

Or, if you have read the previous article in this series, there is an option to set up Everflow Pay as your default Payment Method for all the future Partners.

Set Up One Partner (Individual)

Configure Everflow Pay for a single partner.

Find the Partner

Go to Partners > Manage

Click Edit for your selected partner

Navigate to the Billing tab > Edit

Change Payment Method

Select "Everflow Pay" as the payment method

Save your changes

Partner receives setup invitation automatically

Set Up Many Partners at Once (Bulk)

Efficiently set up Everflow Pay for multiple partners simultaneously.

Select Partners

Go to Affiliates or Partners > Manage

Select all Partners you want to Edit

Click Actions menu up top

Select Bulk Edit

Make Changes

Select target Partners for update

Choose "Payment Method" under "Billing" as Field Type

Set "Everflow Pay" as payment method

Review changes

Click Review and Apply to confirm

What Happens After Setup

Understand the next steps after setting up Everflow Pay for partners:

The banner will appear on the Partner’s dashboard page, inviting them to fill in required information.
They'll create their Everflow Pay accounts
Once done, you can start paying them

Your Partners must finish their setup before they can get paid

Their old payment setup stays active until they finish

You can undo these changes if needed

We can send new setup invitations if Partners lose theirs

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Next in This Series

Payee Account Types & Statuses In Everflow Pay

Learn how to connect your partners to Everflow Pay, either one at a time or all at once, so you can start sending them payments.

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Overview

What Happens After Setup

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