On This Page
FILTER BY TAG

Add
Click to Pay
 to a Merchant Account

Follow these steps to add
Click to Pay
 to an organization:
  1. In the left navigation panel, click
    Portfolio Management
    .
  2. Under Merchants, click
    Manage Merchants
    . The Manage Merchants page appears.
  3. Click
    + Add Merchant
    .
  4. Select where you want to board your merchant:
    • Select
      Board a new merchant account
       to create a new merchant account.
    • Select
      Add to an existing account
       to add a transacting merchant to an existing merchant organization.
    Click
    Next
    .
  5. If you are adding a transacting organization to an existing merchant account, search for the merchant account in the Boarding Presets section.
  6. If you have more than one boarding package, choose a boarding package from the drop-down menu, or enter text in the search field to find one. Click
    Next
    . If you have only one boarding package, the Boarding Package section does not display.
  7. Click
    Start
     in the Merchant Account Information section to enter account information. For more information, see Add Merchant Account Information.
  8. Optional: click
    Skip
     in the Hierarchy Details section to skip the hierarchy step.
  9. Click
    Start
     in the Transacting Organization and Products section to set up a transacting organization and configure products for it. The Transacting Organization and Products page appears.
  10. Under Transacting Organization Details, enter the transacting organization name and the organization ID.
  11. Under Product Enablement, find
    Unified Checkout
     and select
    Enabled
     under the Enablement drop-down menu.
  12. Click
    Configure
     to configure
    Unified Checkout
    .
  13. Under Payment methods, select
    Click to Pay
    .
  14. Under Card Brands, select the card brands you want to enable in
    Unified Checkout
    . These card brands are supported by
    Click to Pay
    :
    • American Express
    • Mastercard
    • Visa
    You can select
    Allow All
     to enable all card brands for your merchants. When you select
    Allow All
    , future additions to supported card brands are automatically available.
    IMPORTANT
    You must select at least one card brand to support.
  15. Under Integrated services, select
    Retrieve Sensitive Information at Portfolio Level
    .
  16. Click
    Apply
     to save your configuration.
RELATED TO THIS PAGE