Adding or Editing a Merchant Account

To use credit card processing, you must first establish a Merchant Account with your credit card processor. Your credit card processor will provide you with the information necessary to set up the Merchant Account in Meevo. Be sure to have that information on-hand when setting up the Merchant Account.

To add a Merchant Account

  1. Go to Meevo > Register > Merchant Accounts, or type merchacct into the Convobar.
  2. Select the Main tab.
  3. Account Provider: Select your processor and enter the required information, which was provided to you by your processor during sign-up:

Worldpay/Worldpay GCWorldpay/Worldpay GC

  1. Account Name: Give this Merchant Account a name that will make it easily recognizable in Meevo.
  2. Account ID, Account Token, Acceptor ID, Terminal ID: Enter this information that was provided by Worldpay (formerly Vantiv).

Note: The screen below applies to the Vantiv and VantivGC selections. For details on setting up a third-party gift card with the VantivGC Account Provider, see Setting Up a Third-Party Gift Card Integration.

CardConnectCardConnect

Account Name, Merchant ID: Enter this information that was provided by CardConnect.

PaymentSensePaymentSense (United Kingdom only)

Account Name, Host URL, API Key: Enter this information that was provided by PaymentSense.

Connect-EConnect-E (United Kingdom only)

  1. Account Name: Enter the name of the E-Connect account.
  2. Host URL: Make sure this is e.connect.paymentsense.cloud
  3. Gateway User Name, Gateway Password, API Key: Enter this information that was provided by PaymentSense.
  4. Processor's Portal access URL: Make sure this is https://mms.paymentsensegateway.com

CareCreditCareCredit

  1. Default Account: Select to make this Merchant Account the default account for all transactions that occur outside of the register, such as membership billing and Online Booking.

Note: In the Memberships section of Business Preferences, you can select a Merchant Account specifically for memberships. That setting overrides the Merchant Account selected here, but only for memberships.

  1. Enable Tip Amount (CardConnect only): Allows clients to manually enter the tip amount into the credit card device.
  2. Enable Auto Account Updater (Worldpay and PaymentSense only): When enabled, Meevo communicates with your payment processor to automatically apply and updated cardholder information that may be available (like a card's expiration date). Worldpay customers should also see Refreshing a Worldpay Card On File Token for details on keeping that token up to date. The Auto Account Updater is a fee-based service provided by Worldpay or PaymentSense. If you are interested in using this service, contact your payment processor for more information. 
  • Automatically update expired credit card information for recurring billing payments (Worldpay only): Meevo routinely checks with Worldpay to see if there is updated card information available. If so, the token information is updated in Meevo, and if a prior billing attempt failed, the billing engine will re-attempt the billing the next time it runs. This setting is specific to membership cards on file for recurring payments. Note this option does not purge expired cards; see this topic for details on how Meevo purges cards on file.
  • Automatically update expired ancillary credit card information (Worldpay only): Meevo routinely checks with Worldpay to see if there is updated card information available. If so, the token information is updated in Meevo. Note that this setting is specific to client profile's credit cards on file. Note this option does not purge expired cards; see this topic for details on how Meevo purges cards on file.
  1. Enable Hosted Page (Worldpay and CardConnect only): If this option is enabled, you will be able to enter client credit card information into an embedded page within Meevo to execute a transaction or to add a client credit card on file. This is essentially a "virtual terminal," so Hosted Page will be a selectable option in most places that Meevo asks you to select a terminal (Drawer definition, client profile's Credit Card tab, the register, etc.). This option is useful in the event your credit card devices are down or if your business does not have any credit card devices at all.

  1. Hosted Page only available for use if there are no active devices currently available (Worldpay and CardConnect only): When enabled, the only time Hosted Page will appear in the terminal selection box is if there are no active credit card terminals set up in Meevo.
  2. Perform an Address Verification and CVV check when using the hosted page to pay instantly in eGift (Worldpay only): Businesses using Worldpay Merchant Accounts can enable address verification and CVV check on transactions that are rung up through the eGift hosted page. Transactions that fail the check will be instantly reversed, preventing potential fraud. Note enabling this option may result in additional fees from your provider.
  3. Enable signature capture on capable credit card devices (Worldpay and CardConnect only): If enabled, signature-capable credit card devices will prompt the client to digitally sign directly on the device. 
  4. Enable Tips (Worldpay, WorldpayGC, and CardConnect only): Allows clients to apply tips via the credit card device by selecting one of the pre-defined options you configure here, or by entering their own tip amount on the device. You can configure up to 5 tip options.
  5. Percentage or Currency: Select the units for the tip amounts you will configure.
  6. Tip Amount Options: Select the "plus" icon to add another tip option.
  7. Tip Amount: Enter the amounts that clients can select.  
  8. When finished, select Save.
  9. Next, pair your newly created Merchant Account to your credit card device.

To edit a Merchant Account

Note: Some fields on the form may not be editable if the current location is not the item's Home Location. 

  1. Locate the Merchant Account and select it.
  2. Select Edit, and make your changes.
  3. When finished, select Save.