You can enable D-Tools payments whether or not you have enabled any third-party integrations, such as ProPay, Stripe, or Clover Connect. However, if you have enabled any of the third-party integrations, consider the following before enabling D-Tools Payments:
Enabling D-Tools Payments will automatically disable the currently enabled third-party integration. You can still collect payments pending from your customers through the third-party integration. However, because the third-party integration is disabled, Cloud cannot mark payments as “Paid,” and their payment statuses will not synchronize with the Accounting integration if you have one enabled.
Plan to phase out the collection of pending payments using the currently enabled integration. You can get a list of “Requested,” “Due,” and “Overdue” payments under Finance > Billing by filtering the payments by their statuses.
To enable D-Tools Payments, you will need to be in the Administrator group or a group with Manage Payments permission.
The enablement also involves a Merchant Onboarding process, during which you will need to provide some information about you and your business. We recommend that you refer to the Merchant Onboarding Checklist to keep the required information handy and thus speed up the onboarding.
Do the following to enable D-Tools Payments:
1/ Go to "Settings > D-Tools Payments" in the left navigation menu.
You will see the page to set up your D-Tools Payments account with D-Tools.
If you wish to, you can spend some time on the page to see the highlights and FAQs about the D-Tools Payments functionality and explore the links to the checklist of details required during the Merchant Onboarding process.
2/ Click “Start application” to start the Merchant Onboarding process.
You will see a modal listing all the details of the business, business owner(s), and bank account required during the onboarding process.
3/ Click "Begin Setup" to start the 6-step onboarding process:
Merchant onboarding
Enter your business details
Enter your business address information
Enter your owner details
Your funds will be deposited to
Review your information
In step 5, you can link your Bank Account and Routing Number via Plaid to fast-track the D-Tools Payments onboarding process.
In Step 6, you can review the details and change them, accept the terms and service for using D-Tools Payments, and submit the application.
Throughout the onboarding process, you can click "Left arrow" in the lower left corner to go to the previous steps.
Once your application is complete, we will review the information you submitted.
If further information or documentation is required to process the application, we will email you to review your application and provide the necessary information. You can click “Review Application” on the D-Tools Payments page and click “Submit Documentation” to submit the required information.
You will receive an email every other day for 30 days after you have initiated the application but not submitted it will all the necessary information.
When we ascertain that the application has all the details and meets all compliance requirements, you will receive an email stating that the D-Tools Payments functionality is enabled on your Cloud account, and you can use it to collect payments.