Users in the U.S. can use InvoiceSherpa's Merchant Services to start taking credit card and eCheck/ACH payments now.


To use merchant services, complete the following steps:

  1. Select Merchant Services from the left navigation area.
  2. Select Get Started.

  1. On the Personal Information screen, enter the following Personal Information and Contact Information:
    • First Name
    • Last Name
    • Email Address
    • Phone Number
    • Date of Birth
    • Social Security Number
    • Mailing Address (must be a physical location, not a P.O. Box)
    • City 
    • State
    • Postal Code
  2. Select Next Step.

  1. On the Company screen, enter the following Company information:
    • Legal Name of the company
    • Registered Business Address, City, State, and Postal code 
    • Select the Business Type from the drop down list.
    • Enter the Company EIN if applicable.
    • Enter the Company Website URL.
    • Select the Business Classification and Type from the drop down lists.
  2. Select Next Step

  1. Connect your Bank Account:
    • Enter your Bank Name.
    • Enter your Bank Account Name.
    • Enter your Bank Routing Number.
    • Enter your Bank Account Number.
    • Select the Account Type from the drop down list.
    • Select the Account Class from the drop down list.
    • If desired, check the Take my fees out of the bank account above box to have the InvoiceSherpa fees drawn from this account. If the box is not checked, you'll enter the Trust Account information, including the Bank Name, Bank Account Name, Bank Account Routing Number, Bank Account Number, Account Type and Account Class for the account you want to use to pay InvoiceSherpa fees.
  2. Select Next Step.
  3. Read and agree to the Terms and Conditions by checking the "I agree" box and selecting Complete Account.