Ready to create an account with SimplePin? Let us walk you through the process.
When you create your account with SimplePin, you become the default owner with all of the privileges. Please make sure you have your email client open as we will be sending you emails to validate your account. We will also be sending you some information regarding financial transactions.
Enter your email address and a unique, secure password of at least 8 characters long.
If you already have an account with SimplePin, please select the "Sign In" button to access it.
This part of the account creation process requires you to provide SimplePin with information about your company.
Your company address, phone number, and email will be reflected on the invoices sent to your customers.
The billing descriptor will appear on your customers' credit card statements in the format SPIN/Your-billing-descriptor.
Next, you'll configure your bank account settings for withdrawing the accumulated funds when your customers decide to pay their invoices. SimplePin deposits funds into your bank account using EFT or ACH.
There are two ways to configure your bank account: instant validation or by using a void check.
By connecting to your bank with the INSTANT account setup. Your bank account will be validated immediately and you will be able to send invoices to your customers in order to collect their payments right away.
Alternatively, you can provide a void check so that we manually validate your account. If you choose this option, we will configure your account information during regular business hours. Once the configuration is complete, you will be presented with a Pre-Authorized Deposit agreement for your acknowledgement and signature.
The deposit schedule specifies how often you'll withdraw funds from your SimplePin account and deposit them back into your bank account.
You can either set recurring DAILY / WEEKLY / MONTHLY options or even request funds on demand by using the MANUAL feature.
If you have a lot of transactions, we recommend selecting the DAILY option to make the funds transfer process run as smoothly as possible.
If your company collects federal and provincial taxes, please select this option. This allows you to specify any taxes to include on your invoices.
If you do not collect taxes, then choose the 2nd option.
All done? Click on Complete.
Congratulations! You've just registered your account with SimplePin and now have access to your dashboard.
Before sending your first invoice, we need a few things configured and confirmed:
Your account is now fully configured and you are ready to create your first customer.
Want to know more about SimplePin? Call our toll free number: 1 800 727-4136. You can also email us at email@example.com, or contact us through our website at simplepin.com/contact-us or request a demo with one of our product specialists.