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An Overview of How to Set Up Direct Deposit

This article is intended for administrators who are interested in setting up direct deposit for their site.

Jeff Wigal avatar
Written by Jeff Wigal
Updated over a week ago

In order to send money to your officials, you'll need to move through a series of steps to set up direct deposit in your site.

This article provides an overview of each of these steps.

Once you've set up direct deposit, you can move forward with actually paying officials, which you can learn how to do in our collection that covers The Direct Deposit Process.

An Overview of How to set up Direct Deposit:

1. Enable Two-Step Authentication.

We highly recommend that you enable two-step authentication before setting up direct deposit. Two-step authentication - also known as two-factor authentication or 2FA - enhances the security of your account by requiring more than just your password to log in.

Learn how to do this here: How to Enable Two-Step Authentication.

2. Create a Payor.

Your payor is the organization or individual that will be funding the payments to your officials.

To create a payor, follow the steps in this article: How to Create a Payor.

3. OPTIONAL: Grant the person in charge of pushing payments through access to your Payor.

If you are the person that will be moving money from your organization's bank account over to officials, then you can skip this step.

If someone else will be pushing the payments through, you can grant that person access to the payor you just created, so that they can complete the remaining set-up steps.

To do this, follow the steps in this article: How to Grant Users Payor Permissions.

🚨 The remaining steps should be completed by the individual who will be pushing payments through, whether that is yourself or whoever you granted payor access to, in step #3 above.

4. Set Up your Payment Account within your Payor.

To complete this step, individuals or organizations that are paying officials will need to provide personal and/or business information (date of birth, social security number/EIN, etc). You may be asked to provide scanned documentation, such as a US government issued ID or state issued driver's license.

🚨 This step can take several days, so we recommend starting it well before you actually need to send payments through to officials.

Learn how to set up your payment account in this article: How to Create a Payment Account.

5. Add a Bank Account to your Payor.

Once your payment account has been created, you'll need to add and verify the bank account that will be used to pay officials. The bank account will be verified by providing bank login credentials or by entering the amounts of two small deposits initiated by the platform.

Learn how to add a bank account to your payor here: How to Add a Bank Account to your Payor.

6. Activate direct deposit, by purchasing a direct deposit plan.

Our payment services are purchased on an annual basis.

The direct deposit plan has a base fee that is paid in advance, which allows you to process a specific volume or number of transactions over the course of the year. Transactions processed beyond the limit(s) purchased will be charged a transaction fee, in a pay as you go model.

Learn how to activate service here: How to Activate your Direct Deposit Plan.

Direct Deposit Set Up β€” Frequently Asked Questions.

1. I've completed the steps above. Now what?

Congratulations! Now it's time to pay your officials. πŸŽ‰

You can learn how to do in our collection that covers The Direct Deposit Process.

2. Is there a way to track my progress as I set up direct deposit within my account?

There is! Once you create your payor (outlined in step #2 above πŸ‘†), you can track the remaining steps you need to complete, in order to finish setting up direct deposit and to push your first payment through.

Each step can be viewed from the Direct Deposit menu at the top of your payor page. You'll notice a green check mark next to the steps you have completed.

3. What do officials need to do in order to get paid by direct deposit?

Officials will log in to their account, and provide their W9 and bank account information.

They can find information on how to do these things in this collection: Direct Deposit for Officials.

4. Who can sign up for direct deposit?

Direct Deposit is currently only available for customers located in the United States. If you are located outside of the United States, and are interested in using Direct Deposit, please contact us, and we will let you know once we make this service available outside of the United States.

Customers on the Recreational plan cannot sign up for direct deposit, and will need to upgrade to one of our other plans in order to use this service.


Looking for a high level overview of our payment system? Here's a short video that shows how it all works.

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