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Merchant Accounts
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 )
From the main menu, click Tools
Click the Financials menu
Select the Financial Settings tab
From the Merchant Account Card, select Add Merchant Account
Add Name
Select Owner
Select Provider
Merchant Account and Payment Mapping is Enabled by default
Add Description
Add Client ID
Add Client Secret
Add Merchant Code
Add Fee
Add Flat Fee
Click Save
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