Payment Options (Merchant Accounts) In Max Classic

It’s awesome to be able to sell your products online, through your shopping cart, or through your order forms, but the money needs to get to your bank. That’s where your Keap merchant account comes into play.  You can use PayPal and/or a merchant account to process payments. When an order is placed through the shopping cart, an order form, or via a manually created order, Keap collects the information (e.g., customer, product(s) fees, sales tax, and shipping fees). 

It then calculates an order total and passes that number and the billing information (name, address, and encrypted credit card number) securely to a payment processor. 

Supported Merchant Accounts

Below, are the merchant accounts and gateways that we currently support. Research to determine which of these providers is best for your business. Note that qualification requirements, fees, order thresholds, and services vary.

Setup Payment Type

1. Go to E-Commerce > Payment Setup.
   

Connect to Stripe, PayPal, or eWay

1. Click the "Connect" button and follow the steps to log into your merchant account to create the sync.
   
    

How to connect to Authorize.net or Nexus Merchants

1. Click Connect or Add new.
   
   
    

2. Select the Merchant from the drop-down.

   
    

3. Enter a Name, this can be any name that will help you identify the merchant, then fill in the account information for your merchant and click Save.

   
    

4. Check Other Credit Card Processors and select the merchant from the Merchant account to use drop-down.
   

    

5. Use the slide to make the merchant the defualt.
   
    

6. Scroll to the bottom of the page and on the right is the save button. Click Save.
   

    

Setup Check Payments

Enter the information your customers will need to send a paper check to you. Checks are not an ACH!

A Direct Payment processed as an ACH pulls funds from the consumers account electronically. 

Please note that enabling this setting does not create a checkout for an order form and that must be configured separately.