How To Edit or Remove A Merchant or Payment Method

Managing Merchants in PhotoBiz

Overview

The Merchants section in your PhotoBiz account is where you control how you accept payments from your clients. This includes setting up credit card processors, enabling PayPal, and adding offline payment options like cash, Venmo, or Zelle. These payment methods are used across ECommerce, Client Galleries, Forms, Scheduler, and Invoicing. In this guide, you will learn how to access your merchant settings, manage existing payment options, and understand how each option works.

Important: Offline payment methods cannot be used for Forms or Invoicing.

Choosing a Payment Gateway

PhotoBiz allows you to accept payments both online and offline, but there are a few important rules to understand.

Online Payment Gateways

You can connect one primary credit and debit card processor at a time. Available options include:

Stripe
Square
Authorize.net
iTransact
PayJunction
Payflow Pro
PayPal

Your active gateway will be used anywhere online payments are accepted.

Offline Payment Methods

You can also offer manual payment options for certain workflows. Examples include:

Cash
Check
Zelle
Other custom offline arrangements

Offline methods are available for:

ECommerce
Client Galleries

Offline methods are not supported for:

Forms
Invoicing

Key Rules to Keep in Mind

Only one primary credit card gateway can be active at a time
PayPal can be used alongside your primary gateway
Your merchant provider handles payment processing and refunds

STEP ONE

Log into your PhotoBiz account and click ECOMMERCE from the left-hand menu.

This will open your ECommerce control panel.

STEP TWO

At the top of the control panel, click PAYMENT, then select MERCHANTS from the dropdown menu.

This will take you to the Merchants management screen.

STEP THREE

Review your list of merchants.

You will see each payment option listed along with details such as the name, type, creation date, last updated date, and whether it is currently active.

From this screen, you can manage all payment methods connected to your account.

STEP FOUR

To edit a merchant, click on the merchant name.

This will open the settings for that payment option. Depending on the provider, you may see options such as payment name, accepted credit cards, special instructions, or a thank you message.

Make any necessary updates, then click SAVE CHANGES to apply them.

FINAL STEP

If you need to remove a merchant, select the checkbox next to the merchant and click DELETE.

Once deleted, that payment option will no longer be available anywhere on your site or checkout flows.

Delete Merchant Option

Additional Notes

Deleting a merchant removes it immediately from all active checkout areas

Your primary gateway determines how credit and debit card payments are processed

Refunds must be handled through your connected merchant provider

Make sure your selected gateway matches your business needs and location

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