---
title: "Enhancing Mobile Payment Flows: Onboarding and Acceptance Process"
slug: "enhancing-mobile-payment-flows-onboarding-and-acceptance-process"
updated: 2026-02-14T02:16:20Z
published: 2026-02-14T02:16:20Z
canonical: "help.getbuilt.com/enhancing-mobile-payment-flows-onboarding-and-acceptance-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Enhancing Mobile Payment Flows: Onboarding and Acceptance Process

# **Overview**

This article is for users and team members who want to understand the recent updates to our mobile payment flows. It covers the new two-step onboarding process, improvements to the receivable script layout, and the updated Accept Payment Flow. You’ll find step-by-step instructions, suggested screenshots, and a helpful FAQ at the end.

## **1. Onboarding: Identity Verification with Persona**

1. Begin the onboarding process on your mobile device.
2. Complete the identity verification step using the embedded Persona iFrame.
  - This is part of our KYC (Know Your Customer) process.
  - Suggested image: Screenshot of the Persona iFrame on a mobile screen.
3. Once your profile is verified, proceed to the next step.

## **2. Bank Account Verification with Plaid**

1. After completing identity verification, you’ll be prompted to verify your bank account.
2. Use the embedded Plaid iFrame to securely connect your bank account.
  - Suggested image: Screenshot of the Plaid iFrame on mobile.
3. Follow the prompts to complete bank account verification.

## **3. Receivable Script: Card Layout Improvements**

1. The receivable script now displays information in card format instead of a grid.
  - This change improves visibility and usability on mobile devices.
2. Payer and payee actions are now more prominent.
3. Filters are accessible within a modal for easier use on phones.
  - Suggested image: Before-and-after comparison of grid vs. card layout.

## **4. Accept Payment Flow: Step-by-Step Process**

1. Start the Accept Payment Flow from your mobile device.
2. Step 1: Select the bank account where you want to receive funds.
3. Step 2: If required, complete the signing process using the embedded Pandawg iFrame.
  - The signing experience is fully supported on mobile.
  - Suggested image: Screenshot of the Pandawg signing iFrame.
4. Step 3: Review the payment details.
5. Step 4: Accept the payment to complete the process.

## **FAQ**

**Q1: Why do I need to complete identity and bank account verification?** A: These steps are required for security and compliance, ensuring safe and legal transactions.

**Q2: What if I have trouble with the Persona or Plaid iFrames?** A: Try refreshing your browser or using a different device. If issues persist, contact support.

**Q3: Can I use these flows on desktop as well?** A: Yes, but the updates are optimized for mobile usability.

**Q4: Are my documents and bank details secure?** A: Yes, all third-party integrations (Persona, Plaid, Pandawg) use secure, encrypted connections.

**Q5: What’s new about the receivable script layout?** A: It now uses cards instead of a grid, making actions and information easier to find on mobile.

**Q6: Who can I contact for help?** A: Reach out to our support team via the in-app help or support email.