Set up payment accounts

Last updated: July 28, 2026

You can set up payment accounts to receive payouts for services completed through Installer.com. The option to set up a payment account is visible only if the PAYMENT_MERCHANT feature flag is enabled for your organization. For main installers, setting up a payment account is required to accept jobs with platform payouts. Setting up these accounts also enables the payment capabilities required for auto-acceptance in workflows. Additionally, the fees associated with your configured payment methods directly influence the installer payout range displayed on offers, ensuring transparency regarding your potential earnings. During the offer acceptance step, Klarna on-site messaging will be displayed to customers.

Before you begin

  • Have your legal entity type and business registration details ready.
  • Prepare your bank account information for receiving payouts.

Create payment account

  1. Navigate to your Payment settings within the application.
  2. Click to Add new payment account or similar option to begin setup.
  3. Select your Legal entity type (e.g., individual, sole proprietor, company) from the available options.
  4. Complete the Account details form with your business name, address, and contact information.
  5. For legal entities based in the United States or Canada, accurately enter your State/Province in the designated field.
  6. Enter your Bank account details, including account number and routing information, to enable direct deposits.
  7. Review all entered information for accuracy. You may be prompted to review and accept the Terms of Service. Click Save to finalize your payment account setup. If any issues arise, follow the on-screen instructions to correct them.

Need help? Contact Installer.com support.