Create an onboarding link in the OrderOut Reseller Portal

What are the next steps after my account is created — how do I start submitting merchants?

Once approved you get an account-created email — use the sign-up link under the CONTINUE button and register with the address you applied with. Then sign in and execute the Master Agreement and the Square Product Schedule, set up your ISO and/or agents, and on the portal's Links page create an onboarding link — choosing Square, its pricing, and the agent it attributes to so residuals calculate correctly. Share that link to start submitting merchants.

Source: OrderOut (official)

Do I need to create a new onboarding link for every merchant?

No. You use one link per pricing program, and reuse it for every merchant.

The link is what fixes the card-processing program, so choose the pricing before you send it: Rack Rate at 2.6% + $0.15, or the 4% Flat Rate. Most resellers keep one of each and pick the right one per deal.

Where you do want more than one link of the same pricing is per agent — a link per agent is what attributes their merchants, and their residuals, to them automatically.

Source: OrderOut (official)

The onboarding link only offers two Square pricing choices — is that all there is?

Yes, two is correct — that is the full standard menu, not a subset:

• Rack Rate — 2.6% + $0.15 per card transaction.
• 4% Flat Rate — labelled "Cash Discount" on the link. That single choice covers both variants: a customer cash discount or a 4% service charge on card sales. The merchant picks which one at setup.

So it is two programs and three merchant-facing configurations. You can create a second link with the other pricing for the same agent if you want to present both.

Anything outside those two is a custom rate, which is not self-serve — Square has to set up a specific contract with that merchant, so bring the opportunity to the OrderOut reseller team before you send a standard link.

Source: OrderOut (official)

My merchant gets an email from Square asking the same questions again after using my onboarding link — can that be avoided?

No, and it is not a duplicate of your application. The onboarding link creates the Square account with your attribution; the email is Square conducting its own verification, which Square has to do itself for the account it is opening. It cannot be bypassed, and some overlap in the questions is unavoidable.

It typically arrives a few hours after the application. That is normal, not a sign that something went wrong.

The way to stop merchants being confused by it is to set the expectation up front — tell them a Square email is coming a few hours later, and that it is the step that finalises their activation.

Source: OrderOut (official)

What should I tell a merchant to expect before I send them the onboarding link?

The steps do not change from merchant to merchant. What varies is how much documentation Square's verification asks a particular merchant for, which depends on the entity and the underwriting — and that is Square's call, not ours.

Four things worth telling a merchant before you send the link:

• A Square email is coming within a few hours, and it is the real account setup, not a duplicate of the form they just filled in.
• Square will ask for identity information our link deliberately does not collect, including the owner's SSN.
• They link their own deposit bank account inside their Square Dashboard afterwards.
• Hardware is bought from Square directly, at published prices.

A merchant who knows the second email is coming stops treating it as an error.

Source: OrderOut (official)

What is the complete workflow from 'the merchant is ready' through to a live merchant?

The handoff runs like this: you win the merchant and establish their needs → they submit your onboarding link → OrderOut creates the Square account with your attribution → Square emails the merchant to complete setup → the merchant buys their own hardware from Square → Square Support handles implementation and activation.

The thing to understand is that there is no fulfillment desk between you and Square. OrderOut is the reseller platform for Square account creation — not an implementation, ordering or fulfillment operation. Nobody at OrderOut or Square places a hardware order on the merchant's behalf.

Source: OrderOut (official)

How do I add agents or sub-ISOs to the portal and attribute deals to them (or to the house)?

Add agents from the ISOs page in the reseller portal: click the Add agent button in the top right, or open the three-dots menu on an ISO row (for example your In-House ISO) and choose Add agent. Then create a unique onboarding link for each agent from the Links page — choose the Square pricing for the link and select that agent. Merchants who sign up through an agent's link, and the corresponding residuals, are attributed to that agent automatically. Deals you want to keep as house accounts can be attributed to the ISO itself.

Source: OrderOut (official)