Payment Account Basics

To view and manage your payment accounts, you must be an Admin user, or you must have the Can manage payment accounts permission enabled in Staff Member settings.

Open the Settings app and go to Payments & Checkout > Payment Accounts.

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Primary account

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The primary account is the default payment account used to accept payments for the business. All card transactions will be processed using this payment account. Most businesses only need one primary account to process payments.

Learn how to set up your primary account.

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Additional payment accounts

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Additional payment accounts can be used to automatically direct payments to a payment account owned by a staff member. This is helpful for businesses that do not handle payments for independent contractors or booth renters.

With this setup, staff members can have their own payment accounts and payment processors. Any checkout with the assigned staff member automatically directs payment to that staff member's payment account.

Learn how to set up a payment account for a staff member.