PAYRIX PAYMENTS PORTAL - payments.teamsideline.com
What if my organization doesn't have an EIN? If an organization doesn't have an EIN, then you have to apply as a Sole Proprietor.
Why is Payrix asking for additional documentation when reviewing my business for approval? This is standard practice to validate the business is a legal entity and to protect your business from people fraudulently opening accounts. Please respond to any requests for information from firstname.lastname@example.org in a timely manner.
We are a non-profit and it is asking us to list an Owner. Nobody "owns" the organization, we are all just volunteers? This is just another name for the "Controller" of the account. Typically the president or treasurer should be the one filling out this information. When you select non-profit as the entity type, the application is submitted as 0% ownership.
Why is Payrix asking for my Social Security Number? Payrix verifies the identity of each user of the Payrix service in order to manage risk and to comply with anti-money laundering laws. If you are an individual or sole proprietor, Payrix will also use your SSN for any required tax reporting. If you are acting on behalf of a corporation or other organization with an Employer Identification Number (“EIN”), Payrix will use the EIN for any required tax reporting and your SSN will NOT be used.
We are a non-profit and it is asking us for a physical address but we only use a PO Box? All non-profits are required to have a physical address in order to apply for their non-profit status. You should use the address on file with your Secretary of State. If you are unsure, it is normally the address of the individual that files your paperwork with the State.
The merchant application is asking me my account login information and it is not working? This part of the application is asking you to CREATE a username and password for your Payrix portal. This is not the same as your TeamSideline login. You must create a unique username and password (can't use email for username).
I got an email from PLAID confirming my bank account information but I wasn't able to finish the application. What do I do now? If you didn't finish the Payrix application completely and get a successful message, it does not save your progress for safety reasons. You must start fresh and finish the entire application including the linking of the bank account info.
I have more than one Payrix account with TeamSideline. Can I link them together so I can easily toggle between accounts? Yes! Email email@example.com and we can connect them for you.
How do I login to the Payrix Portal? The Payrix Portal is located at payments.teamsideline.com and you can use the username and password you created during the Payrix Application to get access.
How can I make sure I am getting notifications about deposits? Login to the Payrix portal and click Email Alerts along the left side menu. You can then toggle on which email alerts you want to receive. We suggest toggling on alerts for disbursements and chargebacks specifically.
How long after the Payrix withdrawal will the funds hit my bank account? The withdrawal is generated from the system and it typically hits the bank 1-2 days later. Meaning, if your withdrawal is scheduled for Wednesdays, the money is likely to be in your account no later than Friday.
What does the Payrix deposit look like at my bank?
The Payrix deposit will show MERCHPAYOUT as the descriptor.
I have to refund someone that processed a transaction using the old WePay system. How do I do that? If you are refunding someone that paid using the WePay gateway, you will need to issue a manual refund (either by Check or using your WePay portal) and then enter the transaction into TeamSideline using the Refund - Manual transaction option. Note: You should keep a record of when you got our notice that we made the switch over so you know which transactions are on the old system.
What is the window for refunds with Payrix? You have 180 days to refund someone through TeamSideline that is using the Payrix processing platform.
How long do I have to respond to chargebacks? It actually depends on the card brands. Typically it is a 5-15 day window from the date received. The portal will give a count down to the due date.
Our organization received a chargeback from a customer. How do we make sure to charge them the $20 fee? You can add a Misc Debit to their account for $20 (or whatever you charge) and instruct them to login and pay their balance.
What is the inactivity window? Payrix runs on a rolling 13 month time period. Any accounts that do not process any payments for 13 months will be frozen. Merchants would then need to reapply for a new account with Payrix.