Payment Processing

Setting up payment processing gives you control to manage your merchant accounts. 

Use this guide to find more information on how you should set up your merchants, routers, dunning, and anything related to payment processing.




In this Article




Adding and managing Merchant Accounts


How to Add a Merchant Account

  1. In the Home Menu hover over Processing  
  2. Click Merchant Accounts then + Add New or click on the Merchant you would like to edit
  3. Enter your Merchant details 


(click to expand)

Here you can manage, edit or add new merchant accounts. 


Basic Merchant Details Additional Details Rules and Alerts Third Party Integrations Fees Portal Information
Name of Merchant
Internal Merchant name for you to easily identify your merchants
Select the Gateway specific to this Merchant. Find detailed Gateway information here
Merchant Payment Methods
Payment methods available for this Merchant
Merchant Currency &
Default Currency
Add all currencies allowed and select what you would like to use as the default currency

 Once your Merchant Accounts have been set up, you can easily duplicate the setup under the Options menu in the top right corner of your Merchant Details.




Advanced Processing Settings

If your business utilizes multiple Merchants or has complex payment settings, you may want to take advantage of our advanced processing settings. These settings include Merchant groups and advanced Payment Routing, including routing by Item.


Merchant Groups

Merchant Groups will allow you to group specific merchant accounts together.  

How to Add a Merchant Group

  1. In the Home Menu hover over Processing  
  2. Expand Advanced Routing then Merchant Groups
  3. Select + Add New or click on the Group you would like to edit
  4. Enter your Merchant Group details 

Within the Merchant Group you can enable Gateway Pairing. Gateway Pairing, when enabled, will force pairing of the Merchants in group on Subsequent Transactions (if multiple, paired router settings will be applied to the paired merchant)

Example: Merchant Group 1 has Mid A, Mid B and Mid C. Gateway Pairing is enabled. When a customer comes in and has product A on Mid A, Product B will go on Mid B. If Mid B and Mid C is not available, the subsequent charge will then look at the Fall Back Type.

Fallback Type ; if paired merchant is not available, set your fallback type. 

  • Decline Sale - subsequent transaction will decline
  • Use Router Setting - subsequent transaction will look to the Payment Router setting for charge


Payment Routing

A Payment Router is used when multiple Merchant Accounts can be used for the same offer. A Payment Router is setup to determine which transaction is assigned to which Merchant Account based on the criteria setup within the Payment Router. More on Payment Routing here.


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