Quick start guide

Welcome to Mallow! We’re excited to help you streamline your business. To begin processing payments and using Mallow’s full suite of tools, there are a few essential setup steps to complete.

Step 1: Complete Your Onboarding Tasks

When you log in, you will see an "Onboarding" button in the left-hand navigation menu. This section contains four required steps: Company Details, Company Branding, Team Members, and Payments Account. You must complete every step before onboarding is considered finished. The "Onboarding" button stays visible until all four steps are done, then it disappears.

Once all onboarding steps are finished, Mallow opens to the Home dashboard whenever you sign in. To manage invoices, subscriptions, and payments, go to the Money page.

What your company contact details mean

During onboarding, the Company Details step asks for your company name, billing email, phone number, street address, city, state, ZIP code, and up to two lines of miscellaneous information. These are your main point of contact with clients and they appear in the Invoice from section on every invoice you send. Use the legal business name and the contact details where your team handles billing inquiries, because these are what clients see when they receive invoices or payment requests from you. The same fields are saved in your Company Info settings and can be updated later in Account > Settings > Company Info.

Step 2: The Underwriting Process

Because Mallow handles financial transactions, you must complete an underwriting application with our payment partner, Fiserv.

Key things to know about underwriting:

• Approval Required: You will be able to access the Mallow interface immediately, but you cannot send invoices or process payments until your application is approved by Fiserv.

• The Final Decision: While Mallow advocates for your approval, the final decision resides with the payment processor. In rare cases, if an application is rejected, it may result in the closure of your Mallow account.

• Security & Transparency: For more details on our partnership with Fiserv, why this process is required, and how we secure payments, please visit the Security section of our Help Center.

Step 3: Launch

Once Fiserv grants approval, your Onboarding status will update, and you can begin creating sending invoices and collecting payments.

Step 4: PCI DSS Compliance

After receiving approval to process payments, you will receive an email from SecureTrust by Vikingcloud to complete your PCI DSS Compliance. You will have 90 days to complete your compliance forms. Visit the PCI Compliance forms section for helpful step-by-step instructions.

Need Assistance?

We are here to help you get up and running as quickly as possible.

• Help Center: Most onboarding questions can be answered right here in our searchable database.

• Direct Support: If you can’t find what you’re looking for, use the "Contact Us" feature within this widget. Our support team is happy to assist you.