Payrexx account verification and management

Wednesday, January 1, 2025

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You have activated your Payrexx account. You now need to provide some information for account verification and make settings.

You will find step-by-step instructions below.

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Step 5: Complete account details and verification by Payrexx

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Log in to your Payrexx account with the access data you received.

As long as you have not completed the information requested by Payrexx, you will find an additional item in the menu called "Verify account":

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Clicking on this section takes you to an interactive summary of the information to be completed => click on each section in the left-hand window to display detailed explanations in the right-hand window:

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Details and tips

Here are a few details to help you complete the various sections of the information form:

Business details (your organization)

  • Your “Business” is an Association.
  • For the "Industry you are in", select “Charities and non-profit organizations”.
  • The address of your organization must be the same as that shown in the document certifying its quality as an association (statutes or other).

Personal details (account administrator(s))

  • If your bylaws require collective signature to manage the organization's bank account, please indicate at least two of the account holders.
  • The answer to the question "What percentage of voting rights do you own? ” depends on the type of signature held by the club's legal representative(s); indicate 100% in the case of an individual signature and 50% in the case of a collective signature.

Product and billing details

  • To answer the question “What do you sell?”, you can freely use the following example: “We are a Club, which is active in the Rotary International network. We use the platform to process paid registrations for events, sell items for social projects and collect donations.”.
  • In answer to the question "Who do you sell to?", here's an example: "To Rotary members and to the public, in connection with club-approved projects or events."
  • Finally, in answer to the question "When do you ask for money?", the following text could be used: "When the order is finalized, the client must pay.".

Expected online turnover

  • The information to be provided in this section is indicative and should be realistic. You can use the following example as a guide:
    Estimated maximum monthly turnover : CHF or € 1'000.00
    Estimated average amount per transaction : CHF or € 50.00

When all the fields have been completed, Payrexx invites you to submit your data for verification and validation. This step takes between 1 and 2 working days.


Integration of your account into Polaris

Once Payrexx has verified your information, you and the Polaris team will receive an e-mail confirming that your account has been approved.

After receiving this information, the Polaris team will activate the "Online Payment" function in your organization's settings in Polaris so that you can use it.


Step 6: Set up payment providers

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The desired payment providers can be defined in the "ADMIN" section.

This setting can be set in parallel with step 5; a banner indicates whether you still need to complete your organization's information.

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Note: Organizations located in Switzerland have access to payment providers via "Payrexx Pay", other countries via "Payrexx Pay Plus" (automatically set up) or external providers.


External payment providers

Payrexx payment with predefined payment providers is not available in all countries (see Country availability).

If your country is not listed, an external payment provider (e.g. Paypal) can be configured in Payrexx. In this way, the organization can use the external payment provider and integrate it into Polaris via Payrexx.

This currently applies in particular to: Belgium, Bosnia and Herzegovina, Iceland, Spain and Sweden.


Details and tips

Before starting to use online payment in live mode, we recommend that you select the setting “Test mode”.

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wASRr8OHIs6PAAAAABJRU5ErkJggg==You will find this setting in the tab for the configuration of your payment providers. This will enable you to create a test event before activating “Live” mode.


Step 7: Use other Payrexx functions

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In addition to the use in Polaris of the online payment option integrated into an event (find here the detailed article)Payrexx provides simple and powerful functions ("merchant tools") that enable the online sale of products, payment transactions or fundraising:

  • Online shop => see the example, which can be accessed from a publication created in a Polaris DEMO instance
  • Donation collection page => Here is an example – the option can also be integrated as a button on the start page of a club (top right)
  • Payment QR codes
  • Point-of-sale or POS system (device and software)
  • Customized invoicing


Click on the section that interests you and follow the instructions for setting up and using the system.