Set up Adyen for payments

1. Simplify your day-to-day operations:
   • Save hours on reconciliation. Adyen’s payment reconciliation is integrated directly into Uplifter – no more logging into two separate platforms to reconcile payments, saving hours on reconciliation!
   • Offer more payment methods. Using Adyen, you can accept more payment methods including Visa Debit and Mastercard Debit (plus enjoy the upcoming return of Interac Online).
   • Increased fraud protections. Adyen comes with increased fraud protections to help protect payment processing for your business.
2. Solve Worldline issues:
   • Reduce chargebacks. Worldline DBA name issues can be solved by switching to Adyen.
   • AMEX will no longer be offered on Worldline in the near-term. Make the switch to Adyen to continue accepting customer payments with AMEX.
   • Uplifter will no longer support Worldline as of October 1, 2024. Make the switch to Adyen so your team can get fast, up-to-date support from Uplifter for your upcoming season.
3. Don’t delay:
   • Secure your rate. Create your Adyen account before July 14, 2024 at midnight to help secure your lower, grandfathered payment processing rate*. As of July 15, 2024 payment processing rates are increasing due to Mastercard and Visa increases!
   • Get installments and auto-renewals in the right place. Make sure your next season of installments and auto-renewal payments are processed through Adyen, or you’ll be stuck collecting recurring payments on Worldline without support.

Worldline will not be supported by Uplifter beyond October 1, 2024. Adyen has been selected to replace Worldline because of their industry-leading technology, security, payment options, and ease-of-use.

Switching to Adyen will not disrupt your registration process. Apply for your merchant account today. Once your account is verified, you can make the switch at your convenience and at the time of your choosing by making the payment method available on your site (see question: “How do I enable my merchant account on my site after my account is created and verified?” below)

You will receive your grandfather rate as long as you transact by September 30th, 2024.

A BIN is a 9 digit Business Identification Number used by Provincial Ministries and Business Services to identify provincial business accounts.

A BN is a Business Number used to interact with the CRA and other government programs. This number can be found on tax returns or by calling the CRA.

The "instant login" option asks you to securely login to your bank account through the application process and it instantly verifies your bank account number. Alternatively, you can upload your banking information manually.

For decision makers (outside of ownership), you must provide at least one name in each category. This name can be repeated.

Controlling Person: At least one (eg: General Manager, President, VP or Treasurer)
Signatory: At least one (eg: General Manager, President, VP or Treasurer). A person who represents the organization toward Adyen and is authorized to enter a binding agreement with Adyen on behalf of the organization.
Board of Directors: At least one (eg: President, VP or Treasurer). Generally, the 1-2 people that are responsible individually or collectively for the overall governance, strategic direction and decision making of an organization.

The following cards can be processed on your account:

• Visa/ Visa Debit
• Mastercard/MC Debit
• Amex
• Discover

Yes, but not in the initial Phase 1 rollout. To continue processing EFTs with Worldline, just keep your Worldline account open and public in your PAD/EFT Payment Method.

Once your Adyen account has been verified, navigate to Settings Uplifter Settings Merchant Details. Once there, select your Worldline payment method and:

1. Deselect the “Public Payment Method” option to ensure the Worldline payment method is not visible to your members. Then, select your Adyen Credit Card payment method and select the “Public Payment Method” option to ensure your Adyen payment method is visible to members. Click “Save All”.
2. Next, navigate to the “Payment Method Groups” Tab and for every payment method group that has Worldline selected, deselect Worldline and select Adyen Credit Card. Click “Save All”.

This will not shut down your Worldline account, it will only prevent users from checking out and updating saved card details with your Worldline account on your Uplifter site. You may choose to temporarily leave your Worldline account open to handle EFTs and possible refunds for transactions that were made on Worldline.

You can find registration documentation by visiting your Provincial registry.

Businesses in Canada

• If you cannot access your physical copy, a screenshot of your business registration is acceptable. This can be found by visiting the Canadian Business Registry (https://beta.canadasbusinessregistries.ca/search) or your Provincial Registry.
• Corporations Canada can be found at https://ised-isde.canada.ca/site/corporations-canada/en

Non-profit organizations in Canada

Non-profit Organizations and societies can access their registration information by visiting their appropriate provincial registry. A screenshot of your business registration is acceptable.

• Alberta https://open.alberta.ca/dataset/alberta-non-profit-listing
• BC https://www.orgbook.gov.bc.ca/search
• Manitoba https://companiesoffice.gov.mb.ca/index.html
• New Brunswick https://www2.snb.ca/content/snb/en/services/services_renderer.12295.Corporate_Registry_-_Search.html
• Newfoundland & Labrador https://www.gov.nl.ca/dgsnl/registries/companies/
• Northwest Territories https://www.justice.gov.nt.ca/en/nwt-corporations/
• Nova Scotia https://beta.novascotia.ca/search-business-or-non-profit-information-filed-registry-joint-stock-companies
• Nunavut https://nunavutlegalregistries.ca/cr_pdf_en/Societies/Packages/SOC_Package_Incorporation.pdf
• Ontario https://www.appmybizaccount.gov.on.ca/onbis/master/viewInstance/view.pub?id=3abd3bce3cc0ad2a12159057ab228cdfdacf1e3d635784c6&_timestamp=2158296840021462
• PEI https://www.princeedwardisland.ca/en/feature/pei-business-corporate-registry#/service/BusinessAPI/BusinessSearch
• Quebec https://www.quebec.ca/en/businesses-and-self-employed-workers/find-information-about-enterprise/search-enterprise-register/find-an-enterprise
• Saskatchewan https://www.isc.ca/CorporateRegistry/Pages/default.aspx
• Yukon https://yukon.ca/en/businesses-societies-and-securities

Once your account has been verified, you will receive email notification from Uplifter. At your convenience, you can make your payment method public by adding it to your payment methods.

If you are a current Worldline customer

Navigate to Settings Uplifter Settings Merchant Details. Once there, select your Worldline payment method and:

1. Deselect the “Public Payment Method” option to ensure the Worldline payment method is not visible to your members. Then, select your Adyen Credit Card payment method and select the “Public Payment Method” option to ensure your Adyen payment method is visible to members. Click Save All.
2. Next, navigate to the “Payment Method Groups” Tab and for every payment method group that has Worldline selected, deselect Worldline from each payment method group Tab and select Adyen Credit Card. Click “Save All”.

This will not shut down your Worldline account, it will only prevent users from checking out and updating saved card details with your Worldline account on your Uplifter site. You may choose to temporarily leave your Worldline account open to handle possible refunds and EFTs for transactions that were made on Worldline.

Once your Adyen account is set to public, you will be charged for every transaction processed through your account. Funds will be settled into your bank account, minus the processing fee, 2-business days after they’ve been processed. Instead of receiving a separate invoice, total monthly deducted fees will be displayed on your monthly Uplifter invoice.

Yes. You may choose to temporarily leave your Worldline account open for as long as necessary to access information and to handle possible refunds and EFTs for transactions that were made on Worldline.

We’re integrating Adyen’s payment reconciliation directly into Uplifter – no more logging in to two separate platforms to reconcile payments, saving hours on reconciliation.

Turn off Worldline payments and turn on Adyen payment processing. All existing invoices where members have saved their card with Worldline will continue to process as long as your Worldline account is still open. If a card is declined, your members will be prompted to re-enter their credit card information with Adyen.

If you would like upcoming Worldline auto renewing payments or installments to process on Adyen, members can update their payment information by following these steps:

1. Navigate to the Uplifter site and log in
2. Click your name at the top right to enter your My Account page
3. On the default page (Account > Account Status tab) click Update Payment Method
4. Click Select All Payments at the top left of the payments list
5. Use the Select Payment Method drop down (bottom of payments list) to select Credit Card
6. Mark the Enter New option (if not already selected)
7. Enter your credit card information into the form
8. Check the 'Save this Credit Card for future purchases.' option if desired (recommended)
9. Click Update Payment Method

Please reach out to support@uplifterinc.com if you have any further questions.

Navigate to Setting > Uplifter Settings > Merchant Details. Therein, scroll down to the Payment Methods section and ensure the Payment Methods tab is selected. Click Add New Payment Method, on the left. This will generate a new payment method form on the right. At the top of this section will be a drop down box that defaults to Cheque. Change this to Adyen Credit Card. Update the various fields as you see fit, including which Payment Groups this method belongs to, then click Save All.

Industry: select the broad industry your organization fits into. Select Other if none apply.
Public Payment Method: Toggle this checkbox to control whether or not your members can use this method while checking out. Non-public payment methods can still be used by site admins.
Checkout Text: The text that shows on Step 3 of the checkout process, when members are selecting the method they wish to pay by. This text will show in an accordion and, upon being clicked, will expand to show the credit card entry fields.
Dropdown Text: The text that shows in a drop down of options for members to select from when they are acting on owing balances (clicked Make A Payment or Update A Payment) from their My Account page.
Reporting Name: The text/name used in your reporting. Visible to admins only.
Allow Payment Details To Be Saved To Account: Toggle this to control whether members can save credit card details to their account for future use.
Auto-Decline Expired Credit Cards: Toggle whether a credit card should be automatically declined by the Uplifter system if its expiry information is past. This is especially effective for installments and auto-renewals. This helps avoid the 'per transaction' fee of your merchant.
Group Transaction Processing: Toggle whether or not the Uplifter system will group owing payments (from the same member) before submission to Adyen. This helps reduce the 'per transaction' fees of your merchant. Payments that are processed together will share the same Transaction ID in your reports.
Merchant Account: The merchant account your Adyen account is attached do. Not editable.
Store ID: Your organization's unique ID with Adyen. Not editable.
Supported Card Brands: Toggle each image to have them display on the checkout page. This helps clarify which card brands your organization is willing to accept.

If your organization does not fall into one of the three default Industry options, please reach out to us at support@uplifterinc.com

Business Incorporation Number (or Not-For-Profit Corporation Number): a BIN number is a Business Identification/Incorporation Number issued by your province for a Master Business license or small business. All company structures
Business Number: a BN number is a business tax number issued by Revenue Canada. All company structures
Business Registration Documentation: JPG, JPEG, PNG, PDF. All company structures. If you cannot access your physical copy, a screenshot of your business registration is acceptable. This can be found by visiting the Canadian Business Registry (https://beta.canadasbusinessregistries.ca/search) or your Provincial Registry
Tax Documentation: a tax return or taxation registration document. JPG, JPEG, PNG, PDF. All company structures.
Bank Account Info: Account, institution, and transit numbers. Only required if you do not wish to use the instant login option. All company structures.
Bank Document: A copy of a bank statement, deposit slip, or cheque. Only required if you do not wish to use the instant login option. All company structures.
Decision Maker Details: For each owner, controlling person, signatory and director, you will need their:

• First Name
• Last Name
• Date of Birth
• Country Of Residence
• Email Address
• Job Title (controlling person only)
• Phone Number
• Address.

Bank Account Info: Account, institution, and transit numbers. Only required if you do not wish to use the instant login option (signing into your bank using your banking credentials).
Bank Document: A copy of a bank statement, deposit slip, or cheque. Only required if you do not wish to use the instant login option (signing into your bank using your banking credentials)
Stock Exchange MIC: Public company structure only
Stock ISIN: Public company structure only

Name & Country: Set the country and legal name of your organization. The country drop down will be automatically set for you based on your club's location. Please note: you must use your organization's proper legal name. This is the name on your official documentation.
Company Structure: Select the structure of your organization. The selection you make here may affect the documentation required by the process.
Registration Details: Set your Doing Business As name, if different, as well as your Business Incorporation Number and Business Number.
Address: Set the address of your organization as it appears on your official documentation. Use the Search Address field to quickly find and fill in your address! Add an additional address if your headquarters are elsewhere.
Registration Documentation: Upload your organization's business registration documentation. Please ensure to review the suggestions and rules noted on this page.
Tax Documentation: Upload your organization's tax return or taxation registration document. Please ensure to review the suggestions and rules noted on this page.

Add the various owners, controlling persons, signatories, and directors.

Roles: Select any/all roles your current decision maker has
Details: Enter the details for your current decision maker, including First Name, Last Name, Date of Birth, Country Of Residence, Email Address, Job Title (controlling person only), and Phone Number.

Who should I add?
Signatory: a person who represents the organization toward Adyen and are authorized to enter a binding agreement with Adyen on behalf of the organization (General Manager or Treasurer)
Board of Directors: A person responsible individually or collectively as part of a board for the overall governance and strategic direction of an organization. If you are a board run organization, this is usually the 1-2 people responsible for decision making like the President, VP or Treasurer.

Connect your Adyen account with your organization's bank account. This can be done through the Bank App/Site option (instant) or the Bank Details option (up to 5 business days).

Bank App/Site: Log into your organization's bank account through the interface.
Bank Details: Provide bank account details through the interface, including account, institution, and transit numbers. This process will also require a banking document, such as a bank statement, deposit slip, or cheque.

This section requires at least one Signatory to be added to your Decision Makers list. Review each section carefully and complete the signing process at the bottom.

This section requires at least one Signatory to be added to your Decision Makers list. Review each section carefully and complete the signing process at the bottom.