Pay by Bank: StoreOps Playbook

Pay by Bank approved operators should begin here to find information on: getting started with Pay by Bank, reporting, deposits, checkout flows, education on ACH returns and fees, and updating your bank account on file.

  • Welcome to Pay by Bank, StoreOps!

    Welcome to Pay by Bank! In this section, begin with your Get Rolling Checklist and review the StoreOps playbook for a thorough overview of all you need to know operationally for Pay by Bank. For experienced users, skip straight to the StoreOps Playbook for shortcuts to your favorite resources or find the individual articles in the sections below. **For resources tailored to your budtenders and team, see Pay by Bank: Budtender Training**

  • Pay by Bank: Operations & Workflows

    Find information about enabling Pay by Bank, operational details such as reporting and fees, as well as PDF guides to all workflows in this section. For an overview of all operational knowledge, start with the Get Rolling Checklist + StoreOps Playbook.

  • Pay by Bank: Marketing Resources & Best Practices

    Find dedicated articles to Pay by Bank Marketing questions and resources in this section or navigate through the StoreOps Playbook section for a full overview of Pay by Bank Operations.