Set up payment accounts

You can set up payment accounts to receive payouts for services completed through Installer.com. This guide explains how to configure your payment account, including specific requirements for US and Canadian legal entities.

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 and click Save to finalize your payment account setup.

Need help? Contact Installer.com support.