For U.S. customers using Forms with Payments powered by OSP, you can already take payments immediately by creating a form with payment fields. However, you will need to complete your payment setup in order to receive the collected funds.
Complete your OSP payment setup
You will need to complete a KYC/AML document in order for Edlio to have the information necessary to deposit the funds collected by payment forms into your organization's bank account.
Please reach out to your Client Success Specialist or call 877-646-0500 to complete the KYC/AML document.
Your payment forms will collect up to $2000 and will be deposited once you have completed the KYC/AML document. All payment forms will automatically close after collecting up to $2000 if you have not yet completed the KYC/AML document.