Request payment provider setup for your wallet

How-to guide Who can do this: Tenant Owner, Tenant Admin, Merchant Owner, Merchant Admin

Ask the platform operator to connect your wallet to Goopay or OnePay, or to fix its connection, without leaving the wallet page.

Before you start#

You are a Tenant Owner, Tenant Admin, Merchant Owner or Merchant Admin.
The wallet is active; a retired wallet offers no request.
You never enter provider credentials yourself: the operator does, and you never see them. Which providers exist is on Payment providers.

In the sidebar's Finance section, open Wallets and open your wallet.
Find the Payment Provider card. It shows the provider (in lower case, such as goopay) and its status, or "Not configured yet".
Click Request provider setup. You see "Your provider setup request has been sent to the platform operator."

Platform operators get a "Provider setup requested" notification naming your organisation and wallet. It opens a new provider setup with your wallet already chosen.
When the operator has finished, the Payment Provider card shows the provider, its status and your wallet's account at that provider.
The request is not recorded on the wallet page; it is only a notification. You are not notified when the setup is done; check the card.
Clicking again sends the operators another notification.

Message	Cause	Fix
"Provider is already configured and active for this wallet."	Your organisation already has an active provider.	No request needed; check the Payment Provider card.
No Request provider setup button	The wallet is retired, or a tenant wallet already has an active provider.	Use your active wallet.
No Payment Provider card at all	Accountants cannot see provider status.	Ask an Owner or Admin.
Nothing changes after your request	The operator has not set it up yet.	Contact your platform operator.