Changing the Merchant Account for a Form

To change the merchant account for a form, you must access the 'Form Settings' area of the form editor:

1

Log in to the client manager. Under 'Forms' in the main menu, click Forms Summary and locate the form for which you wish to change the merchant account.

2

Click the 'View and Edit Details' icon to the left of the Form Name, and click OK to lock the form.

3

Click on the first option on the left that says "Form Settings." 

4

Scroll down to the Merchant Account section and click the drop-down boxes for non-payment, credit card, and e-checks to select the new merchant account.

5

Click the Update button.

6

Scroll Up and click Save All Changes.