The merchant accounts tab allows for merchant accounts to be connected to the system to set up payment processing capabilities. To navigate to the merchant accounts section, open the settings page and click the Merchant Accounts tab.
At the top of the merchant accounts section you will see a list displaying any currently connected merchant accounts. The bank, account number, corporation, GL account and status will display along with a number of branches currently using that merchant account.
To add a merchant account, click the add account button in the upper left corner and follow the instructions for adding your account information.
A new window will open up where you can enter your account information such as the company’s legal name, address, and EIN (if applicable) along with bank account information.
- Enter the Bank Account Name
- Enter the Business Information
- Enter the Bank Account Information
- Click Save to continue
View and accept the agreement to complete the account set up, simply click the "View and Accept Agreement" button. You will be asked to enter your information and answer security questions to accept the agreement. Approval may take 24-36 hours.
Once a merchant account is added, it can be set to specific corporations and branches under the Account Corporation & Branch Summary section. Highlight a merchant account from the account list and click the edit button in the right corner of the branch summary area to add or remove branches that are using this merchant account.
An information summary of the account information for a merchant account will display in the Account Summary Information section of the page.
