Provisioning a Payment Provider Account

Admin: Corporate Office
Page: Associates > Find Associates > Associate Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Detail?id=[DIRECTSCALE_ID]

If an Associate doesn’t have an account created with your payment provider, you can provision them on the Associate’s Detail page.

1. Locate the Billing & Payments section.

2. Under Payment Merchant, click the button.

   The Payment Merchant pop-up window opens.

   If the account has not been provisioned, you will see the following informational alert:

   

3. Click the Find or Create Account button.

   The pop-up closes.

4. Under Payment Merchant, click the button again.

   The pop-up now displays a filled in Account Number.

   

   Note: If the Associate’s account number isn’t added, retry these steps or contact Customer Care or the Payment Provider’s customer support.