How Do I configure or setup my Business Profile in SOUS?

How Do I configure or setup my Business Profile in SOUS?

This article provides information on how to configure your business profile in SOUS. 

Setting up your business in SOUS includes the following:
  1. Adding Business Information
  2. Setting up Team
  3. Setting up Products/Services
  4. Configuring Invoice Policy
  5. Opening a merchant account with Nuvei
Please note that all these settings needs to be done in Business Center.  To access Business Center, please click your profile icon at the top and select Business Center

Adding Business Information

The information you add here will be shown in your invoice which will be sent to your customer for your services.
Please follow the below steps to add or update your Business Information in SOUS
  1. In Business Center, select Business Info tab & update the following fields as these will be used to populate your invoices
  1. Business Name
  2. Website Address
  3. Address
  4. City
  5. State
  6. Zip
  7. Country
  1. Click Save

  2. To upload your Business Logo,
    1. Hover over the logo upload section and click on the Upload button.
    2. Click Browse
    3. A file browser will appear. Navigate to the logo file you wish to import and select it (we recommend a transparent logo)
      Example of Non-Transparent vs. Transparent logo:
      enter image description here


      Transparent means there is nothing in the background pixels and allows what's behind the logo to show through. 
      Recommended size: 250 px (width) x 100 px (height) are the optimal logo dimensions for a web page.
  3. Click Save

Setting up your team

SOUS allows all its users, to add their team members in SOUS. This will allow SOUS users to share event details with their team members.
Please follow the below steps to Add or Update your Remove Team Members in SOUS

To Add Team Member
  1. In Business Center, select My Team tab
  2. Click Add Member & update the following fields
    1. Display Name
    2. Email Address
    3. First Name
    4. Last Name
    5. Position
    6. Phone Number
  3. Click Save
To Update a Team Member

  1. In Business Center, select My Team tab
  2. Locate the member from the list & update the required field
  3. Click Save
To Remove a Team Member
  1. In Business Center, select My Team tab
  2. Locate the member from the list
  3. Click Save

Setting up Products/Services

The services or products we offer is added in this section. 
Please follow the below steps to Add or Update or Remove your products or services in SOUS.

Adding a Product or Service
  1. Click on the Products & Services tab.
  2. Add your first product by updating the below fields. 
    1. Product Name
    2. Price
    3. State
    4. Product Description
    5. Category
  3. Make sure the status is Active
    Inactive products will not be showing in item list while generating Invoices.
  4. Click Add
  5. Click Save
Modifying a Product or Service
  1. Click on the Products & Services tab.
  2. Locate the Product or Service that needs an update
  3. Click the pencil Icon to edit the product


  4. Update the required field. 


  5. Click Update
  6. Click Save
Disabling a Product or Service
Instead of deleting or removing the product, you can disable or mark a product as Inactive so that it wont be listed as an item while generating an invoice. To add it back, update the state of the product or service to Active.

To disable a product, 
  1. Click on the Products & Services tab.
  2. Locate the product you like to mark Inactive. 
  3. Click the pencil Icon to edit the product


  4. From the state dropdown menu, Select Inactive


  5. Click Update
  6. Click Save

    To add it back or enable it so that it will show up in your invoice, update the state of the product or service to Active.
Removing a Product or Service
  1. Click on the Products & Services tab.
  2. Locate the product you like to remove. 
  3. Click the bin icon to remove the product


  4. Click Save

Configuring your invoice Policy

The invoice policy is designed in such a way that it aligns with the Chefpreneur Method - taught in our coaching and mentorship programs.
Please follow the below steps to configure your invoice policy
  1. Click on the Invoice Policy tab.
  2. The default invoice policy template is displayed on the right side of screen.
  3. The text in RED color means its a customizable entry that corresponds to the fields on the left (in order).
  4. Enter your desired numbers in the fields above for your policy and any additional custom language you want in the last field.


  5. Click Save.

Opening Merchant Account with Nuvei

Chefpreneur partners with global platform, Nuvei ® , and makes it easy for your customers to make payments securely in just a few clicks and you can receive your money as soon as the next business day.
To open a merchant account, 3 types of documents are required to verify your identity and proof of business. Below are just a few acceptable types of documents. 
  1. Proof of Business
    1. DBA Filing
    2. Articles of Formation
    3. TIN Letter from IRS
  2. Government Issued ID
    1. Drivers License
    2. Passport
    3. Military ID
  3. Voided Check
    A check for the account to be used for payment deposits (This can be personal or business).

    **If a voided check is not available    , you can request a letter from your bank for your account as well on the bank's letterhead (instead of checks), which will also verify your ownership of the account and match up your information
Please follow the below steps to submit an application for opening your merchant account with Nuvei
  1. In Business Center, select Accept Payments.
  2. Click Continue. 
SOUS provides a simple 3-Step Merchant Application process for applying with Nuvei to accept online payments

Step 1: Create Application
  1. From your profile dropdown, select Business Center.
  2. Select Accept Payments.
  3. Click Continue.
  4. On the Merchant Application page, click on GET STARTED.
  5. Complete the application with your business information.
  6. Click Save and Continue.
You must complete all 4 sections of the Merchant Application: 
  1. Merchant Business Information
  2. DBA (Doing Business As) Information
  3. Owners or Officers
  4. Bank Information

Step 2: Upload Documents
  1. Click on Browse to the right of each document field (See Required Documents section above).
  2. Navigate to the folder where you have saved the file or document, select the file and click Open.
  3. Click the Upload button.
  4. Repeat the process for the remaining documents until all 3 are uploaded                                
Acceptable file types (extensions) include: *.pdf, *.jpg, *.jpeg, *.png, *.tiff, *.txt, *.doc, *.docx, *.zip

Maximum acceptable file size is 4MB (4,000 kb)

Step 3: Submit Application
  1. Click on Submit Application.
  2. Check the boxes indicating you have read, understand, and agree to Nuvei's Terms of Service and Pricing policies.
  3. Click Submit.  


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