This is a general guide to help you keep track of recommended reading and necessary documents that Reach needs before go-live.
You can find a general overview of the Reach Shopify integration process here.
Please send us a filled out bank compliance form by uploading it via secure document upload in our support portal. Simply fill out the form and obtain the appropriate signature from your bank.
Alternatively, your bank may send us a copy of a letter on bank letterhead containing the following information:
- The full (company) name of the beneficial owner of the account
- Bank account number
- SWIFT/BIC code
- Sorting/Branch Code
- Name and Address of bank
- Name and phone number of bank contact
- Signature of bank contact
Read our documentation on our CS, Fraud, and Accounting page.
Overview Customer Service.pdf
Overview Accounting and Reporting.pdf
Watch our Chargeback video here: Reach Chargebacks and Disputes.mp4
Let us know if you'd like to schedule a web training on any of the following:
Accounting and Reporting
Questions? Want a quick overview? Hoping to go live, but need a bit of help?
It's absolutely easy to get in touch with our Shopify experts! Just schedule a time with us at your convenience here: https://calendly.com/reach-shopify
Updated 6 months ago