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How Do I Set Up A New Merchant?

November 07, 2024 | By: PhotoBiz Knowledge Base

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MERCHANTS in your PhotoBiz control panel is where you set up the payment methods you'll accept for ECommerce, Client Galleries, Forms, Scheduler, and Invoicing. Your primary gateway and/or PayPal will be available for any checkout option you enable.

πŸ“Œ Note: Offline payment methods are not available for Forms or Invoicing.

PhotoBiz offers multiple options for both online and offline paymentsΒ to give you flexibility.

IMPORTANT: You can offer multiple payment options in your eCommerce, but only one primary gateway for credit card transactions can be active at a time.

Choosing a Payment Gateway

You can offer multiple payment options in your ECommerce setup, but only one primary gateway for credit card transactions can be active at a time.

For credit/debit card payments, you can choose from:
βœ” Stripe
βœ” Square
βœ” Authorize.net
βœ” iTransact
βœ” Payjunction
βœ” Payflow Pro
βœ” Cash App/Square (coming soon!)

You can also offer additional payment options, including:
πŸ’³ PayPal
πŸ’΅ Offline payments (e.g., Zelle, check, cash) – Offline payments are not supported for Invoicing or Forms.

PRO TIP!

Your merchant provider will allow you to accept credit and debit card payments as well as process refunds on orders.


STEP ONE

Log in to your PhotoBiz control panel and navigate to the ECommerce section.

STEP TWO

At the top of the control panel, click on PAYMENT. In the drop-down menu, select MERCHANTS.

STEP THREE

Click on the NEW MERCHANT button to add a payment method.

STEP FOUR

Select the merchant you prefer from the available options:

  • Online Payments: Stripe, Square, PayPal, Authorize.net, iTransact, Payflow Pro, or PayJunction.
  • Offline Payments: Allows clients to place an order and pay later via cash, check, credit/debit card, or mobile payment apps like Venmo, CashApp, Zelle, etc.

FINAL STEP

Configure your Merchant settings, these options can vary between different merchants.Β 

  • Payment Name:Β Controls what the label will display as the payment method on the check out screen for your customers.Β 
  • Accepted Credit Cards:Β Which types of credit cards you will allow to be used at check out.Β 
  • Special Instructions: Add custom checkout instructions for customers who choose this payment method.
  • Thank You Message: Personalize the message displayed after a successful checkout.

Depending on the merchant, configure card types and other preferences. Once done, click ADD MERCHANT to save and begin accepting payments.

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