Payment Method Verification & Documents

Overview

After adding a bank account, it may require verification before it can be used for transactions. Verification ensures the account belongs to your business.

When You Would Use This

Your bank account shows as (Pending) and you have been asked to upload supporting documents.

How It Works

If verification is needed, you will be prompted to upload a document that confirms the account details. This can happen during onboarding (via the checklist) or from the Payment Accounts section in Settings.

Steps

Go to Settings > Payment Accounts > External Accounts, or follow the prompt on your onboarding checklist.
Find the bank account that needs verification.
Click Upload Document.
Upload a bank statement or screenshot showing:

Account holder name
Bank name
Account number

Submit the document.

What Happens Next

The document will be reviewed. Once approved, the payment method status will change from (Pending) to approved, and you can use it for transactions.

Notes

If you have multiple unverified bank accounts, you will be asked to select which account you are uploading documents for.
Accepted documents include bank statements and screenshots that clearly show the required information.