EF Helpdesk

Setting Up Your Everflow Pay Account

UNDERSTANDING THE BASICS

Setting Up Your Everflow Pay Account

Learn how to set up your Everflow Pay account to receive payments as a domestic or international Partner, Affiliate, Influencer, etc.

Overview

You’re probably here because the brand or company you're working with has chosen to use Everflow Pay, our in-house payment solution, to process your payouts.

When this happens, you'll notice a banner on your dashboard asking you to complete your account setup.

Just follow the prompts to set up your payment details. Once completed, you'll be all set to receive payments through Everflow Pay.

Don't worry - it's a quick and simple process to ensure you can start receiving payments smoothly.

Let's Get You Set Up

Getting Started

Just click the "Configure" button in the warning banner on your dashboard.

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Verify Your Phone Number

Before you can enter your payment details, we need to confirm it's really you. You'll see a verification screen where you can:

Enter your phone number (including country code)

Choose how you want to receive the verification code - either by text (SMS) or call

Click "Send Code" to get your verification code

Once you enter the code correctly, you're ready to move on to the next step. It's a quick security measure to keep your account safe!

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Tell Us About Yourself

You'll need to provide:

Personal details:

First Name

Last Name

Phone (with country code)

Choose your Legal Entity Type:

Individual (for a single person)

Business (for a company, corporation, or partnership)

Select your Country of Residence

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Add Banking Information

Enter your bank details:

Bank Name

Deposit Currency

Bank Account Number

SWIFT/BIC code

Just Remember: Your bank needs to be in the same country you listed as your residence.

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Review Terms

Review and accept the Terms & Conditions (Step 2 of the form).

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Complete Tax Details

After submitting your information, you'll be redirected to the Billing Page

Look for "Enter Tax Details" under Everflow Pay Configuration (you might need to click the dropdown arrow to find it)

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Choose Your Tax Form

We'll help you pick the right tax form based on your situation:

If you're in the US (Form W-9):

Perfect for US citizens and resident aliens

Works for US-based companies and partnerships too

If you're an individual outside the US (Form W-8BEN):

This is for non-US residents receiving payments

Great for foreign account holders

If you're a business outside the US (Form W-8BEN-E):

For foreign companies and entities

Handles international business payments

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Carefully review and fill out the require Tax information fields, ensuring the details provided are correct and in compliance with applicable regulations.

For Our US Partners / Affiliates: Bank Account Verification

Penny Test Process

We'll send a small test deposit to make sure everything's working:

Watch for "Everflow Technologies" or "ACCTVERIFY" in your statement
It usually takes 3-5 business days

Validating Your Account

Once you see it, log into Everflow, go to Company Settings > Billing, and click "Validate Account"
Enter the exact amount you received

Heads Up! You have three attempts to enter the correct penny test amount.

One Last Thing

Your account must be marked as "Payable" before you can receive money. Keep an eye on your Payment Method Status - it should switch from "NOT PAYABLE" to "PAYABLE" once everything's set up. All steps must be completed for your account to be activated.

You will only be able to see both ACH and Wire payment options if your routing number provided allows for both ACH and Wire. Your bank determines this.

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