Now you have decided to become a partner with Qualpay and have received the executed referral partner agreement, the partner onboarding process begins. Here is what to expect next:
- Configuration of your partner account
- Getting the most out of our Partner Portal - Qualpay Partner Manager
- Communicating
- Training, resources, and how to get help
Configuration of your partner account
To get started, work with our Partner support team to review the following items:
- Leads and Qualpay application management: Define requirements for landing pages, branding, and configuration of application emails.
- Customization of the Online Application (OLA): Define the payment processing products, discuss market verticals, pricing and strategies, and any specific instructions on how a merchant will use the payment acceptance products.
- Reporting and sales team management: Our flexible reporting structure enables you to define how Qualpay applications and accounts will be grouped and accessed.
- Access to our Partner Portal: You will receive an email containing a link to establish your user password once your hierarchy and OLA have been created. If you have team members requiring access please share their first and last name, email, phone number, and access level. You can explore the different access levels to determine what best suits your team members based on their role.
Getting the most out of our Partner Portal - Qualpay Partner Manager
We provide training for you and your team and at the same time will discuss the rules of engagement. To get started sooner, review our Knowledge Base articles.
Communicating
Where to go for help with the topics defined below:
| Item | Details | Who |
|---|---|---|
Pricing Analysis | Email pricing comparisons with processing statements to us for review. | Qualpay |
| Submitted Applications | For the latest status, view Application Detail or take advantage of the Watch feature. | Partner |
| Merchant applicant communication | Qualpay will communicate with the applicant and copy the referral partner as agreed during the partner configuration call. Approval and decline emails will be sent directly to the applicant with a copy to the referral partner. | Discussed during account configuration. |
| Integration Assistance | Our integration team is available to help and assist with solutioning for Qualpay products via chat on our website or at developer@qualpay.com. | Qualpay |
| Configuring the payment acceptance products | Based on the products selected on the OLA, Qualpay will either build a VAR (Value Added Reseller) form to enable configuration with a third-party payment gateway, or for Qualpay products, we will provide the merchant with the appropriate information. VAR forms are available to view and download in the merchant detail portion of the Qualpay Partner Manager. | Discussed during account configuration. |
| Getting to the first transaction | Communications with merchants surrounding account activation. | Discussed during account configuration. |
| PCI compliance | The approved merchant will receive a PCI compliance email directly from Qualpay within 7 days of approval. The merchant has 90 days from approval to demonstrate compliance with the PCI DSS. Qualpay works with SecurityMetrics to assist your merchants with this process. | Qualpay |
| Qualpay communications with the Merchant | Merchant contacts and users will receive access to Qualpay Manager, our merchant portal. Ongoing communications will include a monthly statement notification, dispute notifications, 1099-K notifications, account risk alerts, new feature communications, an invitation to education and training webinars. | Qualpay |
| Changing the merchant’s account information | Updates for Depository Account (DDA), Legal Name, Business Name (Doing Business As), account closure requests will be processed when received from the owner or control person on the account and can be sent either directly from the business or forwarded by the partner to support@qualpay.com. | Qualpay |
| Volume increase/ Processing change requests | Request to be made directly to support@qualpay.com. Our risk team evaluates volume increases, reserve, held funds, and general processing change requests every Tuesday. Please indicate the urgency of your request if expedited service is required. | Qualpay |
| Adding new Qualpay accounts for the same merchant | Existing merchants requesting add-on locations are supported unless otherwise indicated by our support team. | Qualpay |
4. Training, resources, and how to get help
Our goal is to provide as much support as you need to successfully help you reach your target market, Knowledge Base articles, and marketing tools to name a few.
- Online: You have unlimited free access to our growing and evolving Partner Knowledge Base, accessible through Qualpay Partner Manager.
- Email: Email your questions, and we will get back to you no later than two to three business hours.
- Phone: Live phone support 6 am to 4 pm Pacific Time, Monday through Friday. Please call us at 844-282-0888.
