Whether your dispensary is new to Pay by Bank or you're refreshing your knowledge, this resource center is your go-to guide for store operations. It covers everything your administration and management teams need — from enabling Pay by Bank as a payment method to reconciling transactions. Click each section below to expand.
Get Rolling with Pay by Bank: StoreOps
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Find instructions and walkthroughs for enabling Pay by Bank as a payment method across all order types. If you're specifically looking to enable tipping for Pay by Bank, the second walkthrough below covers how to turn on tips across each order type.
These videos introduce Pay by Bank reporting — starting with an overview of available reports, then a deep dive into the Pay by Bank Settlement Report. Download the sample spreadsheet below to follow along.
Start with the Marketing Operations Playbook for a full overview of best practices, or jump directly to any individual resource below.
Find instructions for keeping your Pay by Bank account information up to date.
Want to Learn More? Additional Resources
The following content lives in the Budtender Series and is great additional reading for store managers and admins looking to deepen their Pay by Bank knowledge.
Pay by Bank Store Workflows — Videos and interactive demos walking through the customer sign-up experience and each order type at the POS.
Special Workflows: Pay by Bank for Delivery — Step-by-step delivery workflows for preorders and Dutchie Hub orders.
Additional Education — Deeper reading on ACH returns, fees, terminology, fraud prevention, and more.