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.
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Locate the Billing & Payments section.
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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:
Payment Merchant alert -
Click the Find or Create Account button.
The pop-up closes.
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Under Payment Merchant, click the
button again.
The pop-up now displays a filled in Account Number.
Payment Merchant window Note: If the Associate’s account number isn’t added, retry these steps or contact Customer Care or the Payment Provider’s customer support.
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