Read the short version on screen, or download the same guide to keep nearby.
Step 01
Share a recent statement
Use the organization invitation or merchant review page to tell us about your current processor, equipment, payment mix, and recent processing costs.
What to expect: You can save your progress and upload a statement privately; sensitive bank and identity details are requested only in the official provider application later.
Step 02
Receive a confidential review
Congregation Commerce reviews the statement and prepares an approved, merchant-safe result for you. The review is based on your business and payment mix.
What to expect: A proposal view or download is information only; it does not commit you to anything.
Step 03
Keep your familiar workflow
Where compatible with the approved setup, your preferred equipment, payment methods, deposits, and day-to-day checkout routine may remain familiar.
What to expect: Final equipment, funding, security, rates, and approval depend on provider review and the setup you accept.
Step 04
Choose your next step
After an approved result is ready, choose Continue, Decline, or Decide later. Your choice is yours and is recorded as a clear lifecycle milestone.
What to expect: You can decide only from your own verified account after an approved merchant-visible result is ready.
Keep this guide handy
A clear next step is enough.
The guide changes as the product changes. When a new feature arrives, the on-screen guide, PDF, AI helper, and in-product tips should tell the same story.