Adding a New Industry Payment Cloud Service

After onboarding a Business and you need to add a new industry Payment Cloud Service as it comes under the same Legal Entity follow these steps. Each industry available requires a separate Payment Cloud Service Order Document. You must be a user of the business to edit it. If different users are completing the steps relating to: Business Units, Business Accounts, Locations and Terminal registration they will need to have the applicable privileges. For details about required privileges, see Predefined Payment Groups and Privileges.

1. Edit the Business

  1. Click Business Management at the bottom of the dashboard, and then click the business you want to update.
  2. Click Edit and then Edit Payment Services
  3. Click the Payment Cloud Service for the industry you want to add to your Business

  4. Click Close,

    A prompt is displayed indicating what needs to be done next. As each of the steps below are completed the prompt will adjust to indicate what is remaining.

    Description of the illustration new_industry_prompt.png

2. Business Unit Set Up

  1. An automatically created Business Unit will be created,
  2. Click this new Business Unit with a status, Requires Setup,
  3. Click Set Up,
  4. Review and make any changes then Submit.

3. Add Business Account

  1. Click the now Active Business Unit to see its details,
  2. Click Add Business Account,
  3. Complete the required fields.
    • Optionally, you can change the Card Statement Descriptor, which is the name that appears on the card statement. See Card Statement Descriptors for a full definition and how they work within your organization structure.
    • The Business Account Name field and the optional Payout Description field appear on bank statements when you receive payouts. The final display may vary by bank, but the Business Account Name is limited to the first 30 characters and Payout Description is limited to the first 15 characters. A dynamic mockup of how the description could appear reflecting the values you have entered is shown by expanding the section below.
  4. Click Add and Close.

4. Assign Location to the Business Account

  1. Click the Business Account you just added,
  2. click Assign Location,
    • To add a one or more sub-locations under a location click action arrow pointing to the right next to the parent location and then make your selections then Continue.
  3. Click Continue to review your selection. To remove a location or sub-location click bin,
  4. Click Assign Locations to complete the process.

5. Register Terminals

  1. Click Terminals at the bottom of the dashboard and then click Register Terminals,
  2. Select the terminal model,
  3. Click Select Location. The payment locations available for selection are only those that the user has access to. A Payment Administrator will have access to all.
  4. (Optional) Enter a Terminal Friendly Name,
  5. (Optional) the default language (US English) for terminal can be changed.

  6. Enter the serial number. You can find the serial number on the back of the terminal.

    Tip: When entering the serial number, do not include dashes, just enter the numbers.

  7. (Optional) Click Add image of a page with a plus sign to connect more than one workstation.
    1. Enter a Workstation name and then enter a unique Workstation ID. For more details about the workstations that communicate with the terminals, review the documentation for your POS platform.
    2. Click the check mark image of a check mark.
  8. Click Register. You may see a message with details about the terminal registration.
  9. Click Register and Add Another or Register.

Parent topic: Edit a Business