Onboarding your Customers - For Schools Software Providers

Evolve offers a dedicated onboarding platform for the schools market.
If you are onboarding schools and have a requirement for multiple remittance bank accounts, including remittance to supplier bank accounts then schools onboarding is an option to consider. With schools onboarding the Software Provider is responsible for the setup and management of the bank accounts. You’ll be responsible for setting up the bank account using the /merchant endpoint, and supplying supported proof of bank account.
During the onboarding Schools will also have the option to set up a Direct Debit that will allow the Schools to process electronic refunds.

Managed user account creation and login

With this option the software provider will create the user account and log the user into the Evolve Portal to complete their onboarding application.

Inviting users to the platform

With this option you’ll create the merchant account and invite a user to register for access to that account. The user will have their own credentials to log in directly to the Evolve Portal.

Additional configuration for Schools

As a regulated payment platform provider, it is essential that Access PaySuite can validate the ownership of every bank account used in the system. Both the Merchant API and Document API are used to provide supporting documents to validate the bank accounts.