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Here is a guide on closing the sale with the least possible effort.
Here is a guide on closing the sale with the least possible effort.
Refer to this table of contents for a quick access to the following resources:
** You just need consistency of follow up and the business is yours.
Online Application Form
Online Application Form
To begin the application process, we will need the client information details and their preferred GiyaPay settings.
There are 2 (two) ways your client can choose to apply for GiyaPay.
A. The client would like to fill up the application form themselves.
Make sure to provide YOUR GIYAPAY ACCOUNT ACTIVATION FORM to make sure you get the credit for the sale.
You will need to guide them through as they may not understand HOW to fill it up themselves.
B. You will fill out the application form for them.
Make sure to provide YOUR GIYAPAY ACCOUNT ACTIVATION FORM to make sure you get the credit for the sale.
You will need to make sure you document their GiyaPay account settings so that both of you are in agreement. GiyaPay team will configure the settings according to how the clients want the product to work.
Basic questions you need to clarify
Basic questions you need to clarify
Who will be charged the fees?
Merchant
Payor
How do they prefer the rate charging?
Universal
Individualized
Note: Affiliate partners will not be able to offer Individualized rates.
Which Gateways will be used?
Visa / Mastercard
GCash
Instapay
QRPh
Others
How will you use GiyaPay?
Stand Alone / Payment Links
API integration (who will do the integration for them)
What Add On Features do you want activated?
Specify Amount
Account Code
Do they have a Metrobank Account?
Yes
No (bank transfer fees will be c/o the company)
Application Requirements
Application Requirements
When you or your prospect opens online application form, called the GiyaPay Account Activation Form, you will need to prepare some documents. You may want to provide a list of these documents ahead of time. The requirements will vary depending on the nature of their company.
Standard Requirements
Standard Requirements
Application Form (click here to access the form online)
Business Permit
Valid National ID of Authorized Signatory
Contract [signed by authorized signatory]
(optional) Additional requirements per company type
Additional Requirements
Additional Requirements
Additional requirements may vary depending on the nature of the organization. Please select below the applicable organization for your prospect.
For Corporation | Partnership | Association | Cooperative | Non-Profit Org | Non-Government Org
BIR 2303
Notarized Secretary's Certificate authorizing Signatory & Board Resolution
Valid ID of Authorized Signatory/ies
Corporate Documents
SEC permit
Articles of Incorporation
By-Laws
GIS
Valid ID of Authorized Representative (if different from Authorized Signatory)
For Government:
Award Contract and MOA
Executive Order / Provincial Decree / City or Municipality Ordinance / Baranggay Ordinance
Authorizing Activation of GiyaPay
Authorizing Representative and Signatory
Valid ID of Authorized Signatory
Once the application and the documents have been submitted, our validation officer will review the application and notify you of the status of your client's application. Once everything is validated, the next step may be to request to send contract. Please see details below.
Request to Send Contract
Request to Send Contract
BIMS releases digitally-encrypted contracts. This is due to the service type of product and service we are providing. For clients who require a physical contract, please advise that physical contract may follow after the digitally encrypted contract. BIMS can either send the contract in thru DocuSign or Adobe Sign.
Here is a guide for each that you can share to your customers if they don't know how to sign digital contracts. Please click the share button below to share to client a short guide on how to sign e-contracts.
DocuSign will request the email recipient to adopt a digital signature. He or she may also choose to sign his original signature physically via writing with his finger over the phone and save it as his signature for future contracts.
Adobe Sign allows you to sign physically a digital copy of your signature on the screen. You can choose to use your finger (no need for a pen), or write an initial.
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