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 a checklist of tasks required to configure your portal. Please complete each item to ensure your account is ready for use. Once complete, the "Onboarding" button will disappear.

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.

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.