OkayPay — Merchant Application

1

Contact Details

Primary contact person

First Name *

Surname *

Mobile Number *

Email Address *

2

Business Details

Registered & trading information

ABN / ACN Number *

Registered Business Name *

Trading name is the same as registered name

Trading Name *

Registered Business Address *

Trading address is the same as registered address

Trading Address *

Nature of Business *What is the business taking payments for?

Please specify *

Business Website

Is this a franchise? *

Yes

No

3

Bank & Settlement

Settlement account & preferences

📋 Reminder: We'll need a copy of a bank statement showing the business name, BSB & account number. A phone photo or screenshot is fine — you can upload it at the end of this form.

BSB *

Account Number *

Business Account Name *

Same Day Settlement? *

Yes

No

Clover: same-day settlement is available into any Australian bank account — no need to change banks.

Settlement Type *

NetFees deducted daily from each settlement

GrossFull amount settled daily, fees invoiced monthly

Settlement Time *

4

Financials

Turnover & transaction profile

Monthly Turnover ($) *

Avg Transaction ($) *

Do you take payments/deposits in advance?

Yes

No

% of annual T/O taken in advance

Time frame before goods/services delivered

Are all payments face to face? *

Yes

No

% of T/O over the phone

Reason for phone payments

5

Terminal Requirements

Which Clover hardware you need

Terminal integrated into a POS? *

Yes

No

POS Vendor / Company

Are you a new business?

Yes

No

Which terminals, and how many? *All Clover hardware, supplied and supported by OkayPay. Put a number next to each one you need — you can mix standalone and integrated.

Standalone

Clover Flex

Handheld, all-in-one, 4G + Wi-Fi

Clover Mini

Countertop touchscreen

Station Duo

Full POS with customer-facing screen

Clover Kiosk

24" self-serve with built-in printer

Integrated to your POS (via Linkly)

Clover Flex + Linkly

Handheld, POS-integrated

Clover Mini + Linkly

Countertop, POS-integrated

No terminals selected yet

Not sure — recommend the right setup for me

Required Date *

Interested in a free POS quote?

Yes please!

No thanks

6

Company & Directors

Entity type and director contacts

Company / Entity Type *

⚠️ Trust Structure: We'll request a full copy of the Trust Deed once the application is in.

Director 1 — Primary director contact

Same as contact details (Step 1)

Director 1 Name *

Director 1 Mobile *

Director 1 Email *

Director 2Optional

Name

Mobile

Email

+

Add another director

Notes Anything else we should know — install timing, site access, who to contact on the day, special requirements.