Payrexx Account verification and management

You have activated your Payrexx account. You are required to submit certain details for account validation and adjust your settings.

Below you will find step-by-step instructions.

Step 1: Complete account details and verification by Payrexx

By clicking on this area, you will access an interactive overview of the information that needs to be filled out → select each section in the left panel to reveal detailed descriptions in the right panel:

Details and tips

Here are some specifics to assist you in filling out the different parts of the information form:

Business details (your organization)

• Your "Business" is an Association.

• For the "Industry you are in", select "Charities and non-profit organizations".

• The address of your organization must be the same as that shown in the document certifying its quality as an association (statutes or other).

• The link to the requested web page is the URL of the Polaris “About us” page, which ends with /organization/about-us.

Personal details (account administrator(s))

• If your organization's bylaws stipulate that multiple signatures are needed to operate the bank account, please specify at least two individuals who hold the account.

• The answer to the question "What percentage of voting rights do you own?" depends on the type of signature held by the club's legal representative(s); indicate 100% in the case of an individual signature and 50% in the case of a collective signature.

Product and billing details

• To answer the question "What do you sell?", you can freely use the following example: “We are a Club, which is active in the Rotary International network.”

• In answer to the question "Who do you sell to?", here's an example: "To Rotary members and to the public, in connection with club-approved projects or events."

• Finally, in answer to the question "When do you ask for money?", the following text could be used: "When the order is finalized, the client must pay.".

Expected online turnover

The information to be provided in this section is indicative and should be realistic. You can use the following example as a guide:

• Estimated maximum monthly turnover: CHF or € 1'000.00

• Estimated average amount per transaction: CHF or € 50.00

When all the information has been filled out, Payrexx prompts you to send your details for confirmation and assessment. This process typically requires 1 to 2 business days.

Integration of your account into Polaris

Once Payrexx has confirmed your details, both you and the Polaris team will get an email indicating that your account has been approved.

After obtaining this information, the Polaris team will enable the "Online Payment" feature in your organization's Polaris settings so that you can utilize it.

Upgrading your Payrexx account from Trial to Polaris Regular (active account) with the following two configurations activated:

• In Current payment providers (Payrexx > ADMIN > Payment providers > Configure), the section "Statement Descriptor" shows, on the client's credit card bill, the organization (club, district, etc.) that is receiving the funds.

   NOTE: Do not change this data, as it is linked to the redirection to your Polaris "About Us" page.

• In Payouts settings (Payrexx > ADMIN > Settings > Payouts settings), the section “Payout Descriptor” specifies the origin of the payouts on your organization's bank statement. You have the option to change it if necessary, but this cannot be done while the account is currently active.

   NOTE: This field is limited to 22 characters for Payrexx Pay Plus accounts.

Step 2: Set up payment providers

The desired payment providers can be defined in the menu ADMIN > Payment providers.

This configuration can be adjusted simultaneously with step 1. A notification shows if you still need to fill out your organization's details.

CAUTION

Ignore the banner at the bottom of the page and do NOT click on the yellow button!

NOTE

Organizations based in Switzerland can utilize payment providers through "Payrexx Pay" and “Payrexx Pay Plus”, while those in other countries can access "Payrexx Pay Plus" (which is set up automatically) or opt for external providers.

External payment providers

Payrexx payment with predefined payment providers is not available in all countries (see Country availability).

If your country is not included, an external payment provider (such as Paypal) can be set up in Payrexx. This allows the organization to utilize the external payment service and connect it to Polaris through Payrexx.

This is particularly relevant at present to: Bosnia and Herzegovina, Iceland, Spain, and Sweden.

Details and tips

Prior to utilizing online payments in live mode, we suggest that you enable the "Test mode" setting.

You will locate this option in the section for configuring your payment providers. This will allow you to set up a test event prior to enabling “Live” mode.

Step 3: Use other Payrexx Tools

In addition to utilizing the online payment feature embedded within an event in Polaris (see Option 4 – Online Payment), Payrexx offers straightforward and robust capabilities ("merchant tools") that facilitate the online selling of goods, processing of payments, or conducting fundraising activities.:

• Online Shop

• Donation

• QR Pay

• Point-of-sale or POS system (device and software)

• Customized invoicing

Step 4: Financial monitoring

Once your account has been set up, you can hide the validated sections in the right-hand window of the admin page:

In the menu on the left, you can find all the essential points to monitor every transaction on your account in real-time and with detailed information. Specifically, you can access the following data:

Payments > Transactions: each payment received on your account

Payouts: the amount that Payrexx will transfer to your organization's bank account at any given time

Reports: Visual representation of the volume and count of transactions

NOTE

Payrexx payouts are made on the last day of the month and include payments received up to 9 days before payout on 04/30 = payments from 03/24 to 04/22.