Merchant Accounts

Owned by support_howto
Last updated: 17 Sept, 2023 by Steve Cullen
2 min read

Staff users can add/edit merchant account details using available providers, different owners, and fees. This requires elevated permissions to the Financials tool. see Permissions for Financials menu

Instructions

Step-by-step guide to add/edit merchant account details

(Navigation: Tools / Financials )

  1. From the main menu, click Tools

  2. Click the Financials menu

     

  3. Select the Financial Settings tab

  4. From the Merchant Account Card, select Add Merchant Account

  5. Add Name

  6. Select Owner

  7. Select Provider

  8. Merchant Account and Payment Mapping is Enabled by default

  9. Add Description

  10. Add Client ID

  11. Add Client Secret

  12. Add Merchant Code

  13. Add Fee

  14. Add Flat Fee

  15. Click Save

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