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Add an Account to a Collections Account Group

Overview

A collections account group allows you to specify that financial transactions conducted with specific groups of accounts should be completed with a particular payment gateway or combination of payment gateway and merchant account.

Adding an Account to a Collections Account Group

Getting Here: Click Accounts > search for an account > Account Overview > Account Groups tab

  1. Select the collections account group to which the customer should belong.

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  1. Click Change Account Group.

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The customer's financial transactions will be completed with the payment gateway or a combination of the payment gateway and the merchant account associated with the collections account group.

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