Overview
If you have a location that uses Paytronix services and the ownership or payment information changes for invoicing and receiving payouts, there are certain steps you need to take to update this information in Paytronix.
Invoice Account for Paytronix Services – Each location that experiences a change in ACH information will need to complete this ACH Information form. Once submitted, the form will get sent to our Billing team, who will then update the location in Paytronix. Learn more about Money Movement Fundamentals.
Paytronix Payments for Order & Delivery – If the location in question uses Paytronix Payments for Order & Delivery, the payment account information and bank information must be updated by navigating to the store in O&D and going to Settings > Order Payment > Modify Info.
Third-Party Delivery through DoorDash Drive for Order & Delivery – If this location’s O&D store uses third-party delivery through DoorDash Drive, you may need to update the bank account that gets debited for delivery fees and tips. To do this, navigate to the location in O&D and go to Settings > Third-Party Delivery, then scroll to the bottom of the page to update the bank account instantly through our Plaid integration or manually via deposit verification.
Paytronix Payments for eGift, Web Card Sales, Subscriptions, Reload – This account must be updated in the PXS Merchant Portal by navigating to Program Administration at the left sidebar > Payments Processing.
Additional Resources
Money Movement Fundamentals