Before you can begin collecting payments from your customers, you must first set up a Merchant Billing account. In this FAQ Article you'll learn how to Get Started with this task.
Go to the Merchant Portal
If the side bar menu isn't already on the screen, you can open it by clicking on the hamburger icon on the top left corner of your screen.
On the side-bar menu, look under Administration and click on the link for "Merchant Portal". If this link does not appear on your User Menu then please contact your Account Support Representative to have Merchant Billing & Payments enabled for your installation and user.
Fill out and Submit your Merchant Application
In order for you to begin collecting payments from your customers, you need to first submit a merchant application with information about your business.
You should now be in your Merchant Portal. If the Merchant Account is not already active, you'll have a button which allows you to open up your Merchant Application. Click the link that says "Complete or Modify Application".
If this link does not appear, it might be because you do not have permission to modify the Merchant Application for your installation. Please contact your Account Support Representative who will make sure you're setup to access the application if allowed.
Complete your Merchant Application
Once in the Merchant Application you will need to complete all required details about your business, your person, as well items such as the bank account which will receive your monies.
You can edit the items one at a time by click on the pencil next to each field, or you can complete a section at a time by click on the icons on the far left.
Submit your Merchant Application
Once you've completed all required fields of your application, you will be able to Submit the application. Please remember to check off of the legal disclaimers.
You've now completed the application and submitted it.
Check Status of Application
Back in your CoachMePlus installation you can check the status of your application by clicking the refresh icon.
Problems with the Merchant Application
From time to time, you'll need to clarify some information or submit further information in order to set up your Merchant Account. Please check back often to take a look at the current status as well as to look for any messages about issues which may need to be addressed.
To edit the Merchant Application, click on "Complete or Modify Application". This will take you back into your Merchant Application where you can change a field or upload a supporting document and re-submit the application.
You did it! You've been approved to collect Payments from your customer.
Once you've been approved your Status on the Merchant Portal will update to let you know. A host of new features will turn on to allow you to start collecting payments and earning money from your customers.
In the Merchant Dashboard you can handle action items such as
- Create a new Product
- Create a new Invoice
- Check Status of a Payment
- Accept a Payment over the phone
In order to get to the Merchant Dashboard, go to your Merchant Portal and click the "Go to Dashboard" button.
You may not have this button if you do not have permission or your Merchant Account has not been set up yet. Please contact your Account Support Representative if you're unable to see the Button and believe you should be able to.
Creating a Customer Invoice for your Athlete
Once you have your Merchant Account, you can begin to Invoice your Customers so they can pay you.
In order to do this, Go to your Merchant Portal and click "Create Invoice". It will next ask you which Athlete you'd like to Invoice and send you to the Invoice form for that Customer.