Do I need to have a merchant account to use your system, or is credit card processing included somehow?

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The Coaches Console does not process payments and does not store card data. It is only a go-through environment for payments. If you want your clients to be able to pay your invoices via the Console and have the invoices marked automatically as paid in their Invoices section, then a merchant account with Authorize.net or/and PayPal is needed.

So, the system is intended for use with a merchant account for payments. However, it is not necessarily a requirement if you don't mind the clients paying the invoices outside the Coaches Console. They could pay you with checks, cash, bank or wire transfers, on other payment platforms (Stripe, etc.), you can waive the fees or do bartering and/or pro-bono client scenarios.

However, in all these cases where the clients pay your invoices outside the Console, the invoices will not be marked automatically as paid in the clients' Invoices section, so in order to reflect the payments in the record, you will need to mark them manually as paid (in CONTACTS TAB > Contact Name > Invoices tab > VIEW option in the drop-down menu to the right of the invoice > button "Add payment" in the invoice pop-up > setup the details > button "Apply").

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Comments

  • Avatar
    Laya Gavin

    When I try and process a credit card payment on my site under a client login, the following message appears...

    "The following errors have occurred.

    (13) The merchant login ID or password is invalid or the account is inactive."

    How can I resolve?

  • Avatar
    Marius Chitosca

    Hi, Laya,

    It sounds like a situation where you would need to check if your PayPal email address and API data are entered correctly in BILLING TAB > Settings. And that there are no blank spaces in front or at the end of the API data. If you double check and still have issues, please submit a ticket in the Help Desk (from your coach DASHBOARD > Support section) with more details (what invoice you are trying to pay and for what client).

    Warm regards,
    Marius

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