Set up payouts

Before Installer.com can process a payout to you, our payment provider has to verify who your business is and where its bank account is. This identity check is called onboarding, or KYC. Every regulated payment platform does it. It is the one thing that blocks you from accepting orders that pay you directly.

It takes a few minutes of your time. Verification itself is usually processed within one business day, though some businesses are asked for more documents.

Before you start

Your company details have to be complete, because they are what gets verified. Open Settings → Company and fill in:

• Organization legal name, exactly as registered
• Organization registration number
• Currency
• Country, address, city and Postal code
• State / province, for organisations registered in the US

The setup page lists anything still missing under Remaining items, so you do not have to guess.

Payments are supported across the EU and EEA, and in the UK and the US. We enable it per organisation, so ask us if yours is not switched on yet. Until it is, the setup page says so and setup cannot continue.

Complete the setup

1. Open Settings → Payments.
2. Select Continue with payment provider. Existing merchants see Complete onboarding instead.
3. A secure page hosted by our payment provider opens in a new tab. Verify your business identity there, and add the bank details you want payouts sent to.
4. Return to Installer.com. Verification Status shows the progress of the verification.

You can pause and resume. Reopening the link picks up where you left off.

What setup unlocks

Each capability is verified on its own, so they can turn on at different times.

Capability	What it lets you do
Receive payments from orders	Be paid for work you perform on someone else’s order
Receive payouts	Have money transferred to your bank account
Process customer payments	Take payment from your own customers

The setup page marks each one Ready or Requires setup.

The first two come with payout setup, once payments are switched on for your organisation. Process customer payments needs a second, separate enablement: being the merchant on your own orders is granted by Installer.com, so contact us for it. An installer who completes payout setup can be paid, but cannot yet charge their own customers.

Setting up while accepting an order

You can be offered an order that pays you directly. If you did not finish setup, the dispatching step shows the setup screen in place of the accept button. From there you can select Quick setup. It collects your organisation details, an authorised signatory, and their acceptance of the Terms of Service, without leaving Installer.com. You can also select Go to payment settings to finish on the provider’s own page.

The signatory has to accept the Terms of Service personally. Another user cannot accept on their behalf.

The terms are the payment provider’s, not Installer.com’s, and cover the payment account it opens for your organisation. They are shown as a PDF for your own legal entity before you accept.

You can still decline the order while setup is outstanding.

When it does not go through

Verification Status and its Error Details name the problem. See Onboarding and verification statuses (KYC) for what each status means and what to do next.