Edit a Merchant Account

To make changes to an existing merchant account, click on Firm Merchant Settings under the Admin header on the home page.

You can make changes to the following (Fig. 1):

Merchant Name - This is for your reference only and is set so that you can easily identify the merchant account later. This does not affect the API integration with your processor.
Additional fields - Fields (specific to the processor) where you will enter the API details necessary to connect to your payment processor. Any passwords/keys previously entered will be obscured. You can click Reset to enter a new value but you will not be able to view the old value.
Require a CSC Code on all Credit Card forms - Check this box to require that the card security code is provided for all transactions.
Allow Pay by E-Check - If your payment processor supports e-checking, you can enable this payment method.
Supported Credit Cards - Check the box next to each of the credit card types that your merchant account is set up to process. This controls which credit card types display in your forms.

Fig. 1 - Merchant Account Basic Information

Click Save Changes at the top of the page to save any edits made. The page will refresh and the Change Log at the bottom of the page will be updated to include the changes made.
If you have made any changes to the API details, we recommend that you complete a test transaction to ensure that credit card processing is still successful.
Note: The currency settings cannot be changed after setup. If you do need to make changes to the currency at a later date, you will need to add a new version of your merchant account in EdgeReg.

Last modified Sep 24, 2024