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.
On phones and small tablets, the app shows a fixed bottom navigation bar instead of the left sidebar. Tap Pages to open the route drawer and find portal sections such as Onboarding, Money, Clients, and Merchant Hub. Tap New to create invoices, clients, or contracts.
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.
What your company contact details mean
During onboarding, the Company Information step asks for your business name, email address, and phone number. 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. You can update these details 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.