Applying for a MeevoPay Merchant Account

To apply for a MeevoPay Merchant Account, the MeevoPay module must be enabled for your location. Reach out to Merchant Services for details on starting the application process.

Tip: See the MeevoPay FAQs for more details on our integrated payment solution.

Prerequisites

Before you begin filling out the application, make sure you have the following business information ready:

Your Taxpayer ID Number (TIN), Date of Incorporation, and the Business Type (LLC, Sole Proprietor, etc.).
A digital copy of each owner's driver's license (front and back).
Your bank information, including the Financial Institution's name, your bank account number, and your routing number. You'll also need a photo of a voided check with your business name pre-printed on the check. This cannot be a starter check.

Note: A business checking account must be used with MeevoPay unless your business is classified as a "Sole Proprietorship," in which case a personal checking account may be used.

Your Expected Daily Average Ticket, Expected Daily High Ticket, and Overall Expected Monthly Volume.

Determining your Expected Ticket and Monthly Volume

If you have multiple months of transactions that were completed in Meevo, you can use the following Meevo reports to determine expected revenue:

For Expected Daily Average Ticket, run the MR090 or the MA225.
For Expected Daily High Ticket, run the MR110 filtered by Credit Card Payments only.
For Overall Expected Monthly Volume, run the MA200.

Submitting a MeevoPay Merchant Account application

To submit a MeevoPay Merchant Account application, follow these steps:

Type meevopay into the Convobar, or go to Meevo > MeevoPay > MeevoPay Application to open the MeevoPay Merchant Accounts application screen.
To begin, click Start New MeevoPay Application.
Enter the Email address that is associated with your MeevoPay application and give the application an Account Name. Naming applications makes them much easier to identify if you have several in flight at once.
1. A link to the application will be sent to this email address after you click Submit.
2. Each account name must be unique. If you come across naming conflicts that are difficult to track down, review your Pending and Deleted Accounts for the name in question.
After clicking Submit, an alert appears confirming your submission and instructing you to check the provided email address for a link to the application. The email should appear in your inbox within a few minutes. Be sure to read the email in its entirety, as it provides important information you need to know should you log out before the application is complete.
When ready, click the "unique claim link" in the email.
Your browser opens on the first step of the application. Enter the email address that you entered in Step 3 above. Click Continue To Log In when finished.
On the next screen, enter that same email address again. If you've registered for an application with this email before, select Login. If not, select Register to create an account.
If you are registering a new account, complete the password fields.
Click Register New Account when finished. The login window appears. Enter your newly created credentials in the login window and select Continue.
You are now logged into the MeevoPay Merchant Applications Dashboard. On this screen, click Claim Pre-Generated Application to begin filling out your MeevoPay application.
The application asks for information regarding your Company Profile, Ownership Information, Banking Information, and Processing Information. In addition to the prerequisites listed at the beginning of this topic, there are a few other things to keep in mind when filling out this application:
- Once you begin the application, you have a maximum of 1 week to complete it. To avoid potential delays, we highly recommend completing the application as soon as possible.
- The application does not accept any special characters, only letters and numbers.
- The AmEx Direct field (in the Processing section) only applies to businesses who are processing and receiving payments directly from AmEx. If you do not have a direct relationship with AmEx, leave this blank. Leaving this field blank does not exclude you from being able to process AmEx cards through MeevoPay.
- Note if your business is a Sole Proprietor, the Sole Proprietor must also be the control person.
After all fields are filled out, click Next. The MeevoPay Agreement screen appears. Enter your name below the "I authorize" section. Optionally, you can:
1. Select Download PDF to download a local copy, if desired.
2. Select Review Application to look over the filled out form and make changes if necessary.
Select Accept & Continue to proceed. Your application is submitted for approval.
In Meevo, go to Meevo > MeevoPay to open the MeevoPay Merchant Accounts screen. Locate your MeevoPay application. If the application hasn't been refreshed yet, the status will read Fill out merchant account application.
1. You cannot click Continue to move on until the merchant account application has been submitted by you and then approved by MSI.
2. On average, applications take about 3 days to get approved.
Select the "refresh" icon beside the application status (the icon is beside Pending in the image above) to update the status.
When the application has been approved by Millennium, the application status changes to Merchant application approved.
Your next step is to sign a short PCI form. Select the green Continue button below your application. An alert appears explaining that a new tab will be opened. You will have 30 minutes from the time the tab opens to submit the signed form.
Review all pages. The last page is the Sign page, where you'll select both checkboxes and add your full name and title.
1. If desired, toggle the Add manually a new person switch to add another signatory to the Merchant Account. You would do this if the person filling out the form is not the owner.
Select Sign at the bottom of the page to submit the questionnaire. The Security questionnaire completed page appears, where you can optionally download the completed form for your records.
Back in Meevo, select the "refresh" icon to update your application the status. Within a couple of minutes, the application status will change to PCI questionnaire approved.
When you are ready to Complete final steps, select the green Continue button below your application. After a few moments, a prompt appears confirming that your account has been created. If you do not select Continue on the day PCI is approved, Meevo will automatically complete this final step for you during an overnight process.
Once created, your MeevoPay account appears Active in the Existing Accounts list.
When finished, make sure you go to Register > Drawers in Meevo to make your new MeevoPay Merchant Account the default account for your Meevo register drawers!

What to do if your application appears stuck in a state of "Approved"

On rare occasions, a MeevoPay Merchant Application may get "stuck" in a state of Approved (where it doesn't transition to Boarded). This might occur if incorrect information is found on your application during underwriting; in those cases the application won't transition to Boarded until we obtain additional information from you.

You can provide that information by selecting Continue on a "stuck" application; this opens the Adyen hosted onboarding page where you can fill out and re-submit the form as needed.

Withdrawing a MeevoPay application

Applications that haven't been approved and boarded can be withdrawn and hidden from the MeevoPay Application page. To withdraw an application, simply select the trash can icon beside the application. This icon appears only for applications that are eligible to be withdrawn.
MeevoPay application withdraw