How to start accepting payments in Account

In this article, you will learn how to configure your account to start accepting payments once your merchant account is ready.

Instructions

  1. Navigate to the settings page.

  2. Click in the Locations item on the left sidebar and make sure you have a primary location defined.

  3. Click in the Payment Settings item on the left sidebar.

  4. Click the Make Default button so you have a default processor in the account.

  5. (Optional – Add conditions to refund policy) Click the Document Templates item on the left sidebar and click Add New.

  6. (Optional – Add conditions to refund policy) Write additional conditions to the refund policy.

  7. (Optional – Add conditions to refund policy) In the right side, for the document type, select Refund Policy

  8. (Optional – Add conditions to refund policy) Now when you send a link the client will sign the refund policy with the additional conditions.

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