Managing Merchants in PhotoBiz

Overview

The Merchants section in your PhotoBiz account is where you control how you accept payments from your clients. This includes setting up credit card processors, enabling PayPal, and adding offline payment options like cash, Venmo, or Zelle. These payment methods are used across ECommerce, Client Galleries, Forms, Scheduler, and Invoicing. In this guide, you will learn how to access your merchant settings, manage existing payment options, and understand how each option works.

Important: Offline payment methods cannot be used for Forms or Invoicing.

Choosing a Payment Gateway

PhotoBiz allows you to accept payments both online and offline, but there are a few important rules to understand.

Online Payment Gateways

You can connect one primary credit and debit card processor at a time. Available options include:

• Stripe
• Square
• Authorize.net
• iTransact
• PayJunction
• Payflow Pro
• PayPal

Your active gateway will be used anywhere online payments are accepted.

Offline Payment Methods

You can also offer manual payment options for certain workflows. Examples include:

• Cash
• Check
• Zelle
• Other custom offline arrangements

Offline methods are available for:

• ECommerce
• Client Galleries

Offline methods are not supported for:

• Forms
• Invoicing

Key Rules to Keep in Mind

• Only one primary credit card gateway can be active at a time
• PayPal can be used alongside your primary gateway
• Your merchant provider handles payment processing and refunds

STEP ONE

Log into your PhotoBiz account and click ECOMMERCE from the left-hand menu.

This will open your ECommerce control panel.

STEP TWO

At the top of the control panel, click PAYMENT, then select MERCHANTS from the dropdown menu.

This will take you to the Merchants management screen.

STEP THREE

Review your list of merchants.

You will see each payment option listed along with details such as the name, type, creation date, last updated date, and whether it is currently active.

From this screen, you can manage all payment methods connected to your account.

STEP FOUR

To edit a merchant, click on the merchant name.

This will open the settings for that payment option. Depending on the provider, you may see options such as payment name, accepted credit cards, special instructions, or a thank you message.

Make any necessary updates, then click SAVE CHANGES to apply them.

FINAL STEP

If you need to remove a merchant, select the checkbox next to the merchant and click DELETE.

Once deleted, that payment option will no longer be available anywhere on your site or checkout flows.

Additional Notes

• Deleting a merchant removes it immediately from all active checkout areas

• Your primary gateway determines how credit and debit card payments are processed

• Refunds must be handled through your connected merchant provider

• Make sure your selected gateway matches your business needs and location