Quick answer
Before using PayStack, confirm the required MXMerchant apps and settings are enabled for the dental office’s MXMerchant location.
These settings help PayStack process payments correctly and reduce failed card-not-present transactions.
Step 1: Open the correct MXMerchant location
- Log in to MXMerchant.
- Switch to the customer’s MXMerchant location.
If you were just added to the customer’s MXMerchant account, log out and back in before checking for the location.
Step 2: Verify required apps
- Click Apps in the left sidebar.
- Verify Invoice is enabled.
- Verify Developer is Enabled.
- Confirm Invoices and Recurring appear in the left sidebar.
If you do not see the apps, return to MXConnect and enable these apps for your customer
Step 3: Configure payment settings
Go to Settings > Payments.
Set:
- Auto-Close: Enabled
- Auto-Close Time: 07:50 PM or the Merchant Preference. 7:50 PM EST We recommend setting this time to 10 minutes before the Next Day Funding cutoff as the latest time. Check with your Priority Rep for cutoff times for your account.
- Terminal Batch: NO
Then click Save.
Step 4: Configure loss prevention
Go to Loss Prevention.
Set:
- Security Code: OFF
- Postal Code: OFF
- Street Address: OFF
Then click Save.
Important note
Turning off loss prevention settings may increase cost or risk exposure, but it helps prevent failed card-not-present phone transactions and reduces support issues.
Key takeaway
Invoice, Developer, Auto-Close, Terminal Batch, and Loss Prevention settings should be configured correctly in MXMerchant before the office begins processing with PayStack.
Powered by