Managing Merchants
This guide provides the information you need to configure payment gateways to receive payments made from a Client Portal.
Table of contents
Accessing the Merchants tab
To access the Merchants tab:
- Click the Settings (
) link on the left side panel. - Click on the Manage Firm block.
- Click on the Merchants tab.
This tab will allow you to manage all the merchants that your firm needs to receive client payments in Maatdesk.
Adding a Merchant
To add a merchant, click the Add a Merchant button.
In the Add Merchant panel, fill in the fields as described below:
- Type: Select one of the available merchants.
- Name: Enter a name to identify the merchant.
- Destination Account: Select the bank account to which the funds will be directed, only Operating accounts will be available.
- Mark as Active: Check if the merchant will be the default to receive payments.
Please note that only one merchant can be active in Maatdesk at a time.
- Fields for each type of merchant: Enter the requested information according to the type selected.
Once finished, click the Save button.
Fields for a USAePay merchant
- Api Key: Enter the API key generated by USAePay.
- Pin: Enter the PIN provided for the API key.
Check out this external guide to learn how to generate a new API key in USAePay.
Editing a Merchant
To edit a merchant, click the Edit (
) button for the desired merchant.
Once the Edit Merchant panel is open:
- Modify the merchant information, note
that:
- It is not mandatory to change any access key.
- Only one of the existing merchants can be active at a time.
- Click the Save button.
Changing USAePay access keys
If you need to change the API key or PIN of a USAePay merchant, from the Edit Merchant panel:
- Click the Edit merchant access keys option.
- Re-insert the USAePay account values into the appropriate fields.
- Click the Save button.
To switch between merchants, click the Set as Active (
) option on the merchant you want to use as the payment gateway.
Deleting a Merchant
To delete a merchant:
- Click the Delete (
) button for the desired merchant.
- Once the modal is displayed, click Yes to confirm the action.
Please note that the active merchant cannot be deleted. To perform this operation, you must set another merchant as Active.