Add a New Merchant Account

Step 1: Select a Processor
Step 2: Enter API Details
Step 3: Complete a Test Transaction

Step 1: Select a Processor

Go to the home page of your account and click on Firm Merchant Settings under the Admin header at the bottom of the page.  

Click on the Add New Merchant button at the top of the page.  

Provide the following information, then click Create:

• Merchant Name - Enter a name for your reference, so that you can identify which account this is when it’s time to assign it to a meeting. 
• Currency - Select the currency that will be used to process transactions.*
• Processor - Choose your processor. The six most popular processors are displayed at the top. Other supported processors can be selected from the dropdown field at the bottom.

Step 2: Enter API Details

Click on the merchant name to provide the API details needed to connect to your processor.

The content of the next page will vary based on the type of processor you have selected; however, it will contain the following sections:

Alerts

Any alerts specific to the processor selected will display at the top of the page in a yellow banner.

For example, if you have selected a non-USD currency for a processor that requires currency settings on their level, you would see a message alerting you to that fact. (Fig. 1)

Fig. 1 - Alert banner example

Fig. 2 - Basic Merchant info

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.

Once you have completed the Basic Information and Supported Credit Cards section, scroll to the top of the page and click the Save Changes button.

Change Log (Fig. 3)

A history of all changes that have been made to this merchant account. The change log will include:

• Admin - The email address of the user who made the change
• Type - The type of change
• Date/Time - The date and time of the change
• Message - A description of the change

Fig. 3 - Illustration of Change Log

Step 3: Complete a Test Transaction

The setup of a merchant account is not considered complete until a test transaction has been completed successfully. You will need to complete a test transaction before you can assign the merchant to a meeting.

Select the Test Merchant button at the top of the page. (Fig. 4)
 

Fig. 4 - Completing a test transaction

The Test Merchant form will open in a new window and prompt you for your billing address and credit card information. You will be charged $1 and then refunded after the transaction has been completed. (Fig. 5)

Fig. 5 - Entering test transaction billing information

If the transaction is not successful, you will see an error message indicating why it did not go through. Select Go Back and Try Again to return to the test transaction form and update billing/credit card details or select Close Window to return to the merchant screen to make adjustments to the setup. (Fig. 6)

Fig. 6 - Test transaction error message

If the transaction is successful, you will see a success message indicating that the transaction went through. Your $1 transaction will be refunded automatically and you will receive an email as soon as the refund has occurred. Please allow for up to 24 hours for the refund to be processed. (Fig. 7)

Fig. 7 - Test transaction success message

Go back to the main Merchant Settings page.