Onboarding checklist for first payment (end-to-end)
Use this checklist to go from “new Bitwage account” to your first successful payment as smoothly as possible. Most companies can complete this within 24–48 hours, depending on verification and funding timing.
1) Complete company signup
- Submit the signup/application form with accurate company information
- Confirm the admin email and access your Bitwage Business dashboard
Tip: Small mismatches (legal name, address, website, business activity) can trigger follow-up questions.
2) Finish verification (KYB) and respond to any EDD requests
- Check your verification status in the platform
- Upload any requested documents (if prompted)
- Answer any compliance questions requested in the platform
You’ll be notified in the platform and by email if additional documents/questions are required (EDD).
3) Invite recipients (employees and/or contractors)
- Go to Recipients
- Add recipients and send invitations (name + email)
- Confirm invitations were sent successfully
Best practice: Invite recipients as soon as your company is approved so they can complete setup while you prepare funding.
4) Ensure recipients complete setup (aim for “Complete” status)
Ask recipients to be ready with:
- Bank details (for local currency), and/or
- Crypto wallet address + correct network (for crypto), and/or
- Their preferred split allocation (if they want a mix)
Checklist:
- Recipients show as Complete (not Incomplete/Pending/Expired)
- Resend invitations to anyone who didn’t receive it or has an expired invite
5) Create your first payroll/payment
- Go to Payroll
- Create a pay run (one-time or recurring)
- Confirm recipients, amounts, and totals
- Review and submit the payroll
Tip: Start with a small pilot pay run (1–3 recipients) if you want to validate end-to-end before scaling.
6) Fund the payroll
- Follow the funding instructions for your selected funding method
- Send funding early enough to account for bank transfer time
Funding can take ~24 hours to arrive to Bitwage’s bank (depending on the rails/method). Once it arrives, Bitwage deposits the funds the same day.
7) Track status until completion
- Go to Payroll → History
- Confirm status progression (e.g., Created → Processing → Fulfilled)
- Open the payroll details if you need timestamps or troubleshooting info
8) Export records for finance (optional but recommended)
- Download payroll results (CSV/export)
- Save confirmation details for reconciliation (amounts, fees, FX if applicable)
If something blocks your first payment (quick fixes)
- Company verification not approved: check for “Needs info” requests and upload docs ASAP
- Recipients incomplete: resend invite + ask them to finish setup (bank/wallet + allocation)
- Funding not received yet: allow ~24 hours for funds to arrive, then payouts are made the same day