This article will go through how to set up Financial Settings for Canadian Customers. To learn either of the below processes click their links to jump to that section of the article:

How to Set Up Invoicing

How to Edit your Financial Settings

How to Fill out Your Financial Settings

  1. Sign in and access your "SportsEngine HQ" account.

  2. On the left-hand navigation panel, click Settings.

  3. Scroll down and choose Financial Settings.

  4. Click Get Started to begin.

  5. On the page labeled "Enter Company Details", input the following:

    • Company Name

    • Doing Business As (Optional Field)

    • Company Type

    • Business Number

    • Company Address

    • Apartment, Suite, etc

    • City

    • Province

    • Postal Code

  6. Click Next.

  7. On the page labeled "Enter Principal Shareholder Details", input the following:

    • First Name

    • Last Name

    • Job Title

    • Date of Birth

    • Social Insurance Number

    • Personal ID (Front & Back)

      • Personal ID can be a passport, photo ID, or drivers license.

      • Acceptable upload formats are PNG, JPG, or JPEG between 100kb and 1MB in size.

  8. Click Next.

  9. On the page labeled "Enter Financial Settings," input the following:

    • Your Organization's Website URL

    • Financial Contact Name

      • An admin will be able to help your members with billing-related questions.

    • Financial Contact Email

    • Statement Descriptor

      • What the cardholder sees on their bank statements.

      • Between 5 and 22 characters, inclusive.

      • At least one letter (if using a prefix and a suffix, both require at least one letter).

      • Does not contain any special characters. < > \ '" *

      • Reflects you're doing business as (DBA) name.

      • Contains more than a single common term or common website URL; a website URL is only acceptable if it provides a clear and accurate description of a. transaction on a customer's statement.

  10. Click Next.

  11. On the page labeled "Enter Bank Account Details", input the following:

    • Account Type

    • Accountholder Name

    • Account Number

      • Confirm Account Number

    • Transit (Branch) Number

    • Institution Number

  12. Click Next.

  13. On the page labeled "Review and Submit", review the information added to the following pages:

    • Company Details

    • Principal Details

    • Financial Settings

      • NOTE: To the right of the each page header, click Edit to update and change information.

  14. Check the box to agree to the Terms of Service agreement then click Submit.

Your Payment Processing Application information will now be submitted to SportsEngine for approval. The Financial Contact will receive an email notifying you if your application was approved or not.

Helpful Tip! My Payment Processing Application was not approved – what can I do?

How to Setup Invoicing

Click HERE to view the Invoicing Guide

How to Edit My Financial Settings

After you have completed your setup of your Financial Settings, you are able to update and change your organization's Financial Contact information, Statement Descriptor, and organization URL.

  1. Sign in and access your "SportsEngine HQ" account.

  2. On the left-hand navigation panel, click Settings.

  3. Scroll down and choose Financial Settings.

  4. On the right side of the screen, click the Pencil Icon.

  5. Update the fields you want to change then click Save.

Did this answer your question?