About My Account Info & Setting Up My Merchant Account

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The My Account area allows you to view and edit information relating to your website’s usage and financials. Tracking the activity on your site is an important feature in the Web Center.  Whether you are launching an advertising campaign or registering your website with search engines, tracking the activity to your site can will help you determine what advertising works and what doesn’t!  You can review traffic reports and see how many visitors your website has had in any period.

Sales reports will provide you with your customer’s order information and allow you to process their credit cards or personal checks.  When a customer enters their credit card, you will be able to check to see if the funds are available and hold the funds for 3 to 7 days depending on the cardholder’s issuing bank. In order to complete the transaction you must access the customer’s order and select “Charge”.  Also, be sure to arrange for shipping of the product to the customer.
 

Account Info

The Account Info area allows you to view and modify personal information relating to yourself and your business. There are three sections in this page: Account Information, Company Information, and Billing Address.

Account Information

The Account Information section allows you to modify the name and email address that is associated with the website. This information will be used as the main contact email for all those wishing to reach you in regards to the website.

Company Information
The Company Information area allows you to update the contact information pertaining to your online business. Here you can modify your business’s telephone and fax number, as well as its title. Finally, the Email Header allows you to save a pre-defined text that goes out with every email you send, saving you the trouble of constantly retyping it.

Billing Information

This area allows you to edit your company’s billing information. This information includes the billing address and local sales tax to be included with purchases. Once you have modified the appropriate information, click on ‘Save Changes’.

Bill

The Bill area allows you to view invoices relating to your website and its features. In the drop down menu, you may select the period for which you want to view your bill. By clicking the ‘Bill Detail’ button, you can view additional details regarding that bill. This information includes: Last Bill, Payments, Adjustments, Current Charge, and Total.

Merchant Info

Merchant Services is where you manage your Payment Gateway.  The Payment Gateway is how your customer’s credit card information travels securely over the Internet.  A payment gateway is required so that you may accept credit cards on your website. There are several types of Payment Gateways available. To find out what gateway best suits your needs, or if you do not already accept online checks on your website and would like to, speak with your Customer Service Representative for more details.

Account Type We have several Payment Gateways available.  Please select the Payment Gateway that you had initially signed up for.  If you do not know what Payment Gateway you signed up for call your representative for details.
Username Authorize.net payment Gateway: Enter    your Username CSI Payment Gateway: Enter your Store Name iTransact Payment Gateway: Enter your Gateway ID Quick Commerce Pro: Enter your account ID.
Password Authorize.net: Enter your Password CSI Payment Gateway: Leave Password blank iTransact Payment Gateway: Enter your Password Quick Commerce Pro: Leave blank
PEM File Authorize.net: Leave PEM blank CSI Payment Gateway: Copy and paste PEM file here iTransact Payment Gateway: Leave PEM blank Quick Commerce Pro: Leave PEM blank

       If your merchant account has been set up and is not working, consider the following.
       Is the Merchant Account active? 

A lot of times if a payment is missed when merchant processing companies  

           do their billing, the account is placed on hold.

       Is the username and password correct in the Merchant Info area of the Web Center?      

Usernames and passwords are case-sensitive. 

Have any settings been changed in the gateway administration area?  (i.e. innovativegateway.com / authorizenet.com)

Accept and Process Automatically If you have activated this method of accepting payments electronically and want to process your transactions automatically.  This will also display the selected payment method on your website.   Accept and Process Manually If you have not activated this method of accepting payments electronically, but want to capture the information and process manually, this will also display the selected payment methods on your website.   Do Not Accept By selecting "Do not accept" your website will not display the selected payment method.    Save Save is how you retain changes you have made. It is a good idea to make it a habit to save your changes before exiting. Don’t make the mistake of not saving  your work before exiting. If you do not save our changes you will lose the changes you have made.

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