How Do I Set Up A New Merchant?

How to Set Up Payment Methods (Merchants) in PhotoBiz

Overview

The Merchants section in your PhotoBiz control panel allows you to set up and manage how you accept payments from your clients. These payment methods can be used across your website, including ECommerce, Client Galleries, Forms, Scheduler, and Invoicing (with some limitations). You can offer multiple payment options, including both online and offline methods, while selecting one primary gateway for credit card processing. This guide will walk you through how to add and configure merchants so you can begin accepting payments.

Important Payment Rules to Know

Before setting up your payment methods, review the following key rules:

You can offer multiple payment options, but only one primary credit card gateway can be active at a time
Your primary gateway and PayPal can be used anywhere checkout is enabled
Offline payment methods are not supported for Forms or Invoicing
Only supported merchant providers can be used with PhotoBiz
Custom or unsupported payment gateways cannot be connected

Available Payment Options

Credit and Debit Card Gateways

You can choose one of the following as your primary credit card gateway:

Stripe
Square
Authorize.net
iTransact
PayJunction
Payflow Pro

Additional Payment Options

You may also offer additional payment methods alongside your primary gateway:

PayPal
Offline payments such as cash, check, Zelle, Venmo, or similar services
(Offline payments are not supported for Forms or Invoicing)

STEP ONE

Log in to your PhotoBiz control panel and click ECOMMERCE in the left-side menu. This opens your ECommerce settings where all payment-related options are managed.

STEP TWO

At the top of the control panel, click PAYMENT, then select MERCHANTS from the dropdown menu. This takes you to the Merchants section where your existing payment methods are listed.

STEP THREE

Click the NEW MERCHANT button to begin adding a new payment method to your account.

STEP FOUR

Select the merchant type you want to add. Online payment options include Stripe, Square, PayPal, Authorize.net, iTransact, Payflow Pro, and PayJunction. You can also choose an Offline Payment option, which allows clients to place orders and pay later using methods such as cash, check, credit or debit card, or mobile payment apps.

FINAL STEP

Configure the merchant settings based on the payment method you selected. These settings may vary depending on the provider, but you will typically be able to customize how the payment option appears and behaves during checkout. Once configuration is complete, click ADD MERCHANT to save your settings and begin accepting payments.

When setup is successful, the new payment method will be available anywhere checkout is enabled based on your site and product settings.

Additional Options and Helpful Notes

Merchant Display Settings

Each merchant allows you to control how it appears to customers during checkout:

Payment Name determines the label shown to customers.
Accepted Credit Cards controls which card types can be used.
Special Instructions let you add custom checkout notes.
Thank You Message appears after a successful checkout.

Refunds and Payment Processing

All payments and refunds are handled directly through your selected merchant provider.

Refunds must be issued from your merchant account
Transaction fees are set and charged by your provider
PhotoBiz does not process or manage payment transactions

For questions about fees or processing, contact your merchant provider directly.

Requesting a New Merchant Integration

PhotoBiz currently supports only the merchant providers listed in this article. If there is a payment provider you would like to see supported in the future, you may submit a feature request or vote on existing requests through PhotoBiz feature request page.

Submitting a request does not guarantee implementation, but it helps guide future product development.

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