How to Manage Payment Methods on Mercury Network®

Overview

The Payment Methods section allows you to add and manage bank accounts and credit cards used to cover transaction fees. You can set a primary payment method and backups to ensure payments are always processed.

The Payment methods section of the Account view displays the bank account or credit cards currently on file to pay transaction fees. It also allows you to add or update the payment methods on your account.

You can add one bank account and up to two credit cards. When you have multiple payment methods, one will be set as the primary, and the other(s) will be used as backup(s) to make sure your transaction fees are always covered.

Note: Credit Card section requires "Manage Account" order management permission. Standard users may be blocked from this view.

How to add and manage a bank account

1. In the Payment methods section, click Manage.

   

2. In the window that appears, click Add a checking account.

   

3. Now, enter your bank account information and choose your account type. At the bottom-right, check Set to primary if you want this card to be your primary payment method.

   

4. When you're done, click Save, which will return you to the Manage payment methods window. You'll see the new bank account listed here, and there are a couple of options:

   1. Click Edit to update the bank account or mark it as the primary (if it's not already.)

   2. Click Delete to remove the account.

   3. When you're done, click OK.

      

   If you're preparing your account to receive automatic payments from your client to your bank account, review the following article for guidance How to Configure the Professional Tab on Mercury Network®.

How to add and manage credit cards

1. In the Payment methods section, click Manage.

   

2. In the window that appears, click Add a credit card.

   

3. Now, enter your credit card information. At the bottom-right, check Set to primary if you want this card to be your primary payment method.

   

4. When you're done, click Save, which will return you to the Manage payment methods window. You'll see the new credit card listed here, and there are a couple of options:

   1. Click Edit to update the card or mark it as the primary (if it's not already.)

   2. Click Delete to remove the payment method.

      

5. When you're done managing your credit cards, click OK

Outcome

After completing these steps, you will be able to add, update, or remove payment methods, set a primary account, and maintain backup options. This ensures transaction fees are processed reliably and your account remains in good standing.