To accept digital payments through DocketPay, you’ll need to apply for a merchant account with our partner, Fiserv. This one-time setup lets you process credit cards and ACH payments right from your Docket account.
Before You Start
Have this information ready before you begin the application:
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Owner’s personal info (DOB, Social Security Number, home address)
Used to verify identity and protect against fraud -
Business info (Legal name, Tax ID, business address)
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Banking info (Business account used for deposits and fee withdrawals)
Please Note: Do not use a PO Box as your business address. Applications with PO Boxes will be delayed.
Step 1: Access the Application
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Log into your Docket account.
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Click Account in the bottom-left corner.
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Click Settings at the top.
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Click Integrations on the left.
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Find the DocketPay Together with Fiserv tile and click Create Account.
Step 2: Fill Out the Application
After passing the robot check, you'll see a multi-step form. Here's what you need to complete:
Business Info
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Fill out your legal business name, contact info, and Tax ID.
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Use your physical business address—no PO Boxes.
Industry
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Leave the default selection of 4900 – Utilities.
TIP: This industry code is needed for your integration to work properly.
Ownership Info
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Enter personal details (DOB, SSN, home address) for anyone who owns 25% or more of the business.
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This step is required for identity verification and compliance.
Click “OK, looks great, let’s move on!” to continue.
Step 3: Enter Banking Details
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Add your business checking account information.
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This account is used for deposits from payments and withdrawals for fees.
Step 4: Add Processing Details
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Enter realistic volume estimates for both credit card and ACH transactions.
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Include:
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Average and max transaction size
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Average and max monthly volume
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Please Note: The numbers for Sales and Credits must match. If they don’t, refunds may fail and your setup could break.
Step 5: Payment Method Settings
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Set Mode of Transaction to:
100% Telephone
(This is correct based on how Docket processes payments) -
Set Third-Party Provider to:
No
Step 6: Skip Equipment Page
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No equipment is needed—just click through this section.
Step 7: Review Terms & Submit
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On the Terms & Conditions page, click the arrow next to each document and scroll to the bottom.
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Type the owner’s full name in the signature field.
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Click the “I agree” button to complete the application.
What Happens Next
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Most applications are approved within 24 hours.
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If additional info is needed, your payment account executive will reach out.
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Once approved, your account will be enabled and ready to start taking payments.