Setting up your mobile app

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Setting up your mobile app

Ready to manage your business on the go? Follow these quick steps to set up the Payments Manager+ mobile app on your device.

NOTE: Before you begin, make sure you've already accessed your account on the web. This helps ensure everything is ready to connect smoothly with the mobile app.

 

 

Step 1: Download the PM+ app

On your phone or tablet, open the App Store (for iPhones) or Google Play Store (for Android phones). Search for Payments Manager+, then tap Install to download the app.

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Step 2: Start setup

Once the app is installed, open it. Tap the button that says Setup My Mobile Application.

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Step 3: Connect to your account

You’ll need to link the app to your business account, which you can do in one of two ways:

  • Option 1: Use your phone’s camera to scan the QR code in the welcome email we sent you
  • Option 2: Type in the Mobile Passkey and Business Name from your welcome email

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Step 4: Log in

When you see a message saying the setup was successful, tap OK. Then enter your PM+ username and password to sign in.

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Step 5: Start managing on the go

You’re now connected — go ahead and start using the app to manage your business any time, anywhere.

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