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

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:
   

   
   
   
   

   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

Please follow the below steps to Add, Update or Remove your Team Members in SOUS

To Add a Team Member

1. In Business Center, select My Team tab
   
2. Click the 3 stacked dots on the right and Add Member & update the following fields
   
1. Display Name
   
2. Role
3. First Name
   
4. Last Name
   
5. Email Address
   
6. Phone Number
   
3. Click Add

To Update a Team Member

1. In Business Center, select My Team tab
   
2. Locate the member from the list, click the 3 stacked dots, click modify & update the required field(s)
3. Click Update
   

Please make sure that there is no additional space at the beginning or end of a team member name or email address as this may cause issues in sharing event details with your team members

To Remove a Team Member

1. In Business Center, select My Team tab
   
2. Locate the member from the list, click the 3 stacked dots & then delete
3. Click Delete

Setting up Products/Services

In this page SOUS lists multiple types of products and services it supports like Private Event, Meal Prep, Cooking Class, Product, & Custom for any custom category service like drop-off.  

1. Click on the "Create" button for the type of product you would like to add.
   
2. Add your first product by updating the below fields. 
1. Product Name
2. Price
3. Description
   
4. Click Save
   

1. Locate the Product or Service that needs an update
   
2. Click the 3 horizontal dots.
   
3. From submenu, click Edit
    
4. Update the required fields (Name, Price & Description)
5. Click Save

Please note that editing a product will not change its type. To change a type of an existing product, you will have to delete or mark inactive the existing product and create a new one for the desired type.

1. Locate the product you like to mark Inactive. 
2. Click the 3 stacked dots.
3. From submenu, click Inactive
   
   

Inactive products will not be showing in item list while generating Invoices. To add it back or enable it, update the state of the product or service to Active.

1. Locate the product you like to remove. 
   
2. Click the 3 stacked dots.
3. From submenu, click Delete
   
   
4. Click Delete again from the confirmation popup.
   

Please note that deleted services or products cannot be recovered

Configuring your invoice Policy

1. Click on the Invoice Policy tab.
   
2. You can click + Create under Create New to create your own
   
3. Complete the boxes marked, click Save

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 Payments.
   
2. Click Continue. 

1. From your profile dropdown, select Business Center.
   
2. Select 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

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)