The steps for changing your merchant account information, like EIN, Legal Business Name, DBA, and so on, depends on what you're changing, Here are the common processes for changing your merchant information:
-
Update or Add Your EIN: To add or change the EIN associated with your merchant account, you'll need to reapply for Credit Card Processing.
-
Update Legal Business Name: You'll need to submit a legal business name change with the IRS, then send a new SS-4 form to support@vagaro.com. Our Merchant Services Team will process your request and update your account. If you need to update your EIN as well, reapply for Credit Card Processing instead.
-
Update Legal Business Name and EIN: You only need to reapply for Credit Card Processing if you want to change both your Legal Business Name and EIN.
-
Update Doing Business As (DBA): If you want to change the DBA shown in your customers' credit card states, you can do so directly in your merchant account.
-
Update Business Type (Sole Propreitor, LLC, S-Corp, etc.: If you changed your business type, you'll need to reapply for credit card processing with your new business information.
-
Update Business Address: If you changed your business address, you can change it directly in your merchant account.
-
Update Mailing Address: 1099-K forms, b-notices, and other important tax information will be sent to the mailing address associated with your merchant account. You'll need to make the changes directly in your merchant account.
-
Upload New Driver's License or ID: Email support@vagaro.com and provide a picture (front and back) of your new driver's license or ID.
-
Change My Legal Name: If you changed your legal name for any reason, email support@vagaro.com and provide an ID as proof of the change.
Important
If you need to make multiple changes to your merchant account and one of those changes requires you to reapply for merchant services, you don’t need to repeat the steps for the other changes. Just ensure that you provide the correct information when you reapply.
You can only edit the following information in your merchant account:
-
Banking information used for deposits
-
Business and mailing address
-
Phone number
-
Email Address
-
Doing Business As (DBA)
-
Business Website
To update your merchant account information:
-
Go to your Merchant Account settings:
-
On the Vagaro Pro App: Go to → .
-
On the Web Version: In the top-right corner, select your profile icon, then select Merchant Accounts.
-
-
Expand the Merchant list, then select the merchant account to be changed.
-
Select the Merchant Info tab.
-
Select Edit to update your merchant account.
-
Enter your SSN and DL/ID number, then select Verify.
Now you can edit information on the Merchant Information tab.
-
Change your information.
-
Select Save to finish.
Important
You only need to reapply for Credit Card Processing if you entered the EIN for your business or you are changing your Business Type (LLC, Sole Propreitor, S-Corp, and so on).
To reapply for Credit Card Processing:
-
Go to Credit Card Processing:
-
On Vagaro Pro: Go to → .
-
On the Web: Hover over Settings, then select Credit Card Processing.
-
-
Under Merchant Account, open the dropdown list, then select Apply for Vagaro Merchant Services.
The (Your Name) Already Has a Merchant Account popup will display.
-
Select Change Business Entity Type, then select Conintue.
-
Complete the Credit Card Processing application, then contact Vagaro Support to close the old Merchant Account.
Comments
0 comments
Article is closed for comments.