PAYER PORTAL

MERCHANT ACCOUNT Setup

STEP 3/4 - Setup Your Payer Portal and Add Your Picture

Your payer portal enable your members to manage their own membership payment information, and even cancel if they wish. This saves you time, headaches, and potential charges back, keeping your merchant account in good standing.

1. GO TO your MoonClerk account.
Click on Account, and from the dropdown menu select > Payer Portal.

2. EDIT your Payer Portal
Allow your payer to...
- Set Update > Name & Email to YES
- Set Cancel Plan > to YES
- Set View History > to YES
ALL OTHER OPTIONS SHOULD BE NOT ACTIVATED
- Click SAVE

3. COPY your Payer Portal Access Link

4. GO TO your MyBizCard > Settings > Edit My Profile
Paste in your Payer Portal Access Link in your profile.
Then click COMPLETE ACCOUNT SETUP

ADD Your Picture.
- your picture shows on various pages within your system and creates professionalism
Then click COMPLETE ACCOUNT SETUP


DONE STEP 3