New Merchant Set-up

Plans
Plans are billable services and add-on features that can be customized for each merchant.  Add-on features are only available with  selected services.   ...
Wed, 15 May, 2019 at 8:25 AM
Company Info
Company info displays the headquarters or main location information.  This information will display at the bottom of the website home page, when using the w...
Thu, 28 Feb, 2019 at 11:45 AM
Contact Info
Contact info displays the main contacts information. The email address used is where the system generated emails will be sent.  (i.e. billing invoices, pend...
Thu, 28 Feb, 2019 at 11:52 AM
Contract & Credentials
You can enter a contact start date and end date, if there is no end date or no contract, you can place a check in the No contract box. User Name - A val...
Wed, 12 Jun, 2019 at 12:27 PM
Locations
Here is where you will add the location information.  There may be only one location or multiple locations for each merchant. Every account requires at leas...
Thu, 28 Feb, 2019 at 1:08 PM
Billing
The billing feature allows you to add several different billing options, cycles and push out billing start date.     Select Add Bill To Add New Bill...
Thu, 28 Feb, 2019 at 1:32 PM
Bank Info
Merchant banking information is used in conjunction with the system generated ACH file in order to debit the merchant account for billed services.  If any o...
Thu, 28 Feb, 2019 at 3:45 PM
Facebook
Facebook ordering is a plan add-on option. Please follow the facebook guide for app set-up and installation instructions. Display Name - Must be entered...
Thu, 28 Feb, 2019 at 3:55 PM
Comments
Comment section is used to maintain account notes.  The system will automatically time and date stamp each entry.  
Thu, 28 Feb, 2019 at 3:59 PM
Activate Merchant
From the homepage Select Merchant Set-up, search for the merchant from the listing, Place a check in the Activate box then Click Save.
Thu, 28 Feb, 2019 at 4:06 PM