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Merchant Account Detail Window

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There are two types of merchant accounts as follows:
  • Credit Cards - which is used to describe how who processes your credit cards directly from Theatre Manager.
  • EFT - Checks - which is used to tell Theatre Manager how to process direct deposit checks to a bank. It supports some banks (contact us if you wish to use this and your bank is not listed). EFT can also be used as a convenience tool for recurring (but not direct deposit) transactions from an external agency like Canada Helps.

The purpose of the merchant type is dependant on the software type selected half way down the screen.

Credit Card Merchant Account
EFT Account

Parts of the Merchant Account Detail Window

Inserts a new merchant account. For more information on inserting merchant accounts click here.
Saves changes made to the currency merchant account.
Creates a copy of the current merchant account.
Undoes changes to the last saved point.
Deletes the current Merchant Account. For more information on deleting merchant accounts click here.
Checks the spelling of text fields within the merchant account detail window.
Account Name Title for the merchant account.
Status When checked the merchant account is available for use.
Configuration settings for the server software of the merchant account. For more information on the software type tab click here.
Access information for the credit card server and/or software. For more information on the connection info tab click here.
Authorization settings for credit card authorization. For more information on the authorization tab click here.
End of Day wizard settings for the merchant account. For more information on the settlement tab click here.
Currency conversion settings (if applicable) for the merchant account. For more information on the currency tab click here.
Merchant profile setup information for the service provider associated with the merchant account. For more information on the profiles tab click here.
Merchant contact information for the service provider associated with the merchant account. For more information on the miscellaneous tab click here.
The staff members in Theatre Manager who are permitted to use this merchant account. For more information on the Employees tab click here.
The payment methods enabled for use with the merchant account. For more information on the Employees tab click here.