Business and Account Contact Information
Before you can start taking on projects with your new MakerOS account, you will need to set a few things up. You can come back later, but some of these steps are required to use the billing system, quoting tools, and integrations.
On the page above, you'll re-confirm the primary contact email address as well as enter your legal business name, contact phone number, and a one-sentence business description. The legal business name and one-sentence business description will be used in the Client-Provider Service Agreement (which is under "Exhibit A" on the Terms page. Entering your full business name, complete with "LLC", "INC", etc. is important, as it'll be filled into the document protecting both your customers and yourselves. For the one sentence business description, make sure to word it as if you were finishing the sentence, "My company is..."
Add Your Company Information for Invoices & Quotes
A few fields on this page are required, and those are marked with an asterisk (*). This information is used to populate invoices generated by you or your customers.
The "Tax Rate" field will vary depending on where your business is operating from and what kinds of goods or services you offer. Even if your goods or services are tax-exempt, we recommend entering your state's tax rate. You'll be able to toggle whether or not that tax is applied when you generate an Invoice, but for convenience's sake, it's easier to have that in the system.
The "Base Markup Rate" field is used with the Product Manager, making it so that when you input a cost per unit for a given product your base markup percentage will automatically be applied for the retail/sale price.
If you use the same address for shipping as billing, you don't need to fill out a separate shipping address, just check the "Use Same Address For Shipping" box.
Connect Your Bank Account to Activate Invoice Payments
In order to get paid, we need to know where to send the money, the Banking page will give us the information we need to do so. Please note, first, that your personal identity cannot be changed once verified, and second, that at this time we can only work with bank accounts based in the USA, Canada, the United Kingdom, Germany, the Netherlands, Denmark, and Australia.
MakerOS has partnered with Stripe, the leader in secure online payment infrastructure to allow for a seamless and easy way for you to receive money from your clients.
You should see that "Account Status" says "Pending" at first, but it should turn to "Verified" within a matter of minutes. You may, however, see a field asking you for some more information if our payment processing system, Stripe, has trouble verifying your identity.