After a CollaborateMD representative completes your configuration, your Integrated Payment Processing feature is now active and ready to use. In the event a user has multiple merchant accounts (multiple locations/tax IDs), a default merchant account to post payments can be selected for each user and customer. To default, a merchant account, follow the steps below:
Select Payments > Settings
Scroll down to the Payment Settings for User table and locate the Merchant Account drop-down menu.
Select the Merchant Account to process a credit card payment.
The selected merchant account can be changed when posting a payment.
Place a check in the box if you want a warning to appear when no card number is entered.