Merchant Accounts

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

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3. Select the Financial Settings tab

4. Open

   

   From the Merchant Account Card, select Add Merchant Account

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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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