For the complete documentation index, see llms.txt. This page is also available as Markdown.

Create an Account

When you create a PayBee account, you will be asked to enter some information related to your Organization. Only registered non-profit organizations with an EIN number can create a PayBee account. Before you start, have the following ready:

  • Access to an organization's email address.

  • Organization's bank account number and routing number.

  • Organization's EIN (tax id), organization name, and address.

  • Authorized representative details — name, date of birth, and last 4 digits of SSN (typically your treasurer or someone familiar with your transactions)

Step by Step

Step 1 - Sign Up Go to https://paybee.io/signup.html. Enter your organization name, email, and a password. Review the terms of service and click Create Account.

Step 2 - Verify your email Check your inbox (and spam folder) for a verification email from PayBee. Click the button inside to verify.

Back on the signup screen, select I have verified my email to continue. You can also resend the email or change your email address if needed.

Step 3 — Set up your organization profile

Enter your organization's details. You'll also choose a unique handle — a short code used in all your PayBee URLs. For example, if your org is "Spread the Love," your handle might be stl, love, or spreadthelove. Your donors will see this in links, so keep it recognizable.

Step 4 - Connect your bank account Enter your bank account and routing number. This is where your fundraising proceeds will be deposited after processing.

Step 5 - Verify your organization

Enter your EIN and authorized representative information to complete verification.

Step 6 - Choose your membership Select the plan that fits your organization's needs. Visit the pricing page if you'd like to compare plans before choosing.

Need to update your account later? To change your bank account, EIN, or other verified details after setup, reach out to us at contact@paybee.io — these can't be changed through the dashboard.

What's next?

Once your account is set up, a PayBee team member will reach out with next steps. In the meantime, you can get started right away:

  • Set up campaigns — Go to Campaigns in the left menu and click New Campaign to create a donation form, ticket sale, auction, or more. See the Campaigns guide →

  • Create an event — Go to Manage > Events and click New Event to set up an in-person, virtual, or hybrid fundraiser. See the Events guide →

If you have any questions, please reach out to contact@paybee.io

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