Use this link to share with your colleagues:
Leap Merchant Services for Implementation: https://help.pm.leapevent.tech/a/1886212
Leap Merchant Services is our next-generation payments solution with best-in-class technology, powered by Stripe. It's easy to use and saves you time so you can stay focused on delivering results for your organization. Many of our help articles are geared towards current PatronManager clients who’ve recently transitioned to Leap Merchant Services, but they still have some great information for your Implementation as well!
You can learn more about Leap Merchant Services in our All About Leap Merchant Services article. This article contains our FAQs covering topics such as Fraud Protection, PCI Compliance, and more!
Your Implementation Manager will help you begin onboarding with Leap Merchant Services about a month before your Operational Date, this will give you time to complete a couple of forms and for any terminals that you may need to be shipped out to you.
You’ll be provided access to our Leap Merchant Services Onboarding Form which is hosted in the PatronManager Client Community. We have guidance on the Onboarding Form here.
Once you’ve completed the Onboarding Form and the information provided has been verified, your Implementation Manager will configure credit card processing in your PatronManager account and process a test transaction. Once everything is set up and configured, you’ll test your new terminals to ensure that they’re connecting successfully and able to process transactions.
To process in-person transactions you’ll use the BBPOS WisePOS E, a PCI compliant terminal featuring end-to-end encryption (E2EE). Your Implementation Manager will order these for you as part of setting up Leap Merchant Services and we have a whole help article specific just to them: Leap Merchant Services: Using Your Terminals
Once you start selling tickets and accepting donations through PatronManager, you’ll also need to reconcile those transactions with the payout to your bank account. Leap Merchant Services allows you to do all your reporting directly from within PatronManager! Our Reconciling Your Payouts from Leap Merchant Services article guides you through the convenient, pre-built reports for financial reporting and reconciliation.