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How Do I Set Up iTransact as a Merchant?

May 13, 2025 | By: PhotoBiz Knowledge Base

How to Set Up iTransact as a Payment Method in PhotoBiz

PhotoBiz integrates with iTransact, allowing you to securely accept credit and debit card payments through:

  • Client Galleries
  • Scheduler
  • Invoicing
  • Forms
  • Online Store

This guide will walk you through how to connect your iTransact account to PhotoBiz, how to manage refunds, and how to access your PCI compliance certificate.

Refunds

To issue a refund for an order processed through iTransact:

➡️ Log in to your iTransact account and process the refund directly from your dashboard.
❗ Refunds cannot be issued from within PhotoBiz.

Important Notes

PhotoBiz is not affiliated with iTransact, and we do not manage their fees or services.
For help with your account, contact iTransact directly:

📞 800-369-6451
🌐 www.itransact.com

🔐 Log in to your iTransact account at: https://secure.paymentclearing.com/g/cp/user_sessions/new

STEP ONE

Log in to your PhotoBiz account and go to the ECommerce section in your control panel.

STEP TWO

Hover over Payment in the top navigation and click on Merchants.

STEP THREE

Click the “New Merchant” button.

  • Merchant Type: Select iTransact from the dropdown menu (Stripe is the default, so be sure to change it).

  • Fill out the required fields:

    • Payment Name – We recommend using something like Credit/Debit Card.

    • Gateway ID – This is provided by iTransact when your account is created.

ADDITIONAL SETTINGS

  • Accepted Credit Cards – Choose which card types you want to accept (Visa, Mastercard, Discover, AmEx, Diners Club).

  • Special Instructions – Add any checkout notes for your customers here (e.g., order timelines or terms).

  • Thank You Message – This message will appear on the checkout screen and customer receipt after successful payment.

Once complete, click ADD MERCHANT to activate iTransact as your payment method.

Need PCI Compliance Info?

✅ PhotoBiz provides a PCI Compliance Certificate for your account.

To download your certificate:

  1. Go to your Merchant settings.

  2. Click on the PCI Certificate link.

This certificate can be used if a client, bank, or institution requests proof of PCI compliance.
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