How do I assign a PhorestPay merchant account to a staff member? (US Only)

Note: This feature is currently available to businesses in North America only.

If you have a merchant account set up for your staff member, you can assign this merchant account to their staff profile so that any sales assigned to this staff member will go into their bank account.

To assign a merchant account to a staff profile:

  1. Go to Manager > Staff Members
  2. Single-click on the staff member's name
  3. Click Self Employed/Tax
  4. Set the Self Employed to Yes
  5. Choose the appropriate merchant account in the Card Merchant Account dropdown menu.
  6. Click Save

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If you don't have any staff merchant accounts set up yet, but are interested in setting up additional merchant accounts, reach out to your Salon Success Manager or get in touch with our Support team, and we'll be happy to get you set up!

Note: You cannot edit a sale that has been processed using a staff merchant account in any way. The sale would need to be voided and processed again if any change needs to be made to that sale. For more information on how to void a sale in PhorestPay, click here.

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