Understanding the Role of Phone Numbers in Softpay Onboarding
Softpay's onboarding process requires specific phone numbers to ensure smooth operations and proper functionality. Below is an explanation of the roles and requirements for these phone numbers:
1. Merchant Contact vs. Store Phone
Merchant Contact: This phone number is used exclusively to receive the app login credentials. It is not involved in receipt-related processes.
Store Phone: This number is used for receipt-related data. For example, it may be the email or phone number associated with receipts generated by Softpay or the POS system.
2. Onboarding Sheet Requirements
The onboarding sheet must include a store phone number. This is a mandatory field for completing the merchant onboarding process.
Even if an integrator (e.g., a POS system) generates receipts using its own data, the store phone number remains a required entry in the onboarding sheet.
3. General Guidelines for Integrators
Integrators should ensure that the store phone number is correctly entered in the onboarding sheet, as it plays a critical role in receipt data and compliance with Softpay's onboarding requirements.
By understanding and correctly providing these phone numbers, merchants and integrators can ensure a seamless onboarding experience with Softpay.