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Processing account settings
Updated over a week ago

To edit your processing account settings, click your name in the top right corner and then Settings. Next, click Edit next to the processing account you wish to edit under Deposit Accounts.


From here, you can edit your Account Name and Accepted Card Types. By default, all firms are set up to accept Visa, MasterCard, and Discover.

Under Manual Entry Policies and Swiper Policies, the following can be edited:

  • CVV Verification settings

  • AVS Verification settings

  • Required Payment fields

For more information on the CVV and AVS settings, click the tool tip indicated by a question mark to the right of the drop down for each setting.
โ€‹Please note: We highly recommend contacting support before making any edits to these settings.

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