Overview
Before a business can begin processing orders and accepting bank deposits, a merchant account must be provisioned by Boulevard. Once an application for a new merchant account is submitted, approval generally takes 2-3 business days. Approval times can vary and it is best to submit further in advance when possible. Information needed for the application includes:
This guide also includes instructions for updating or replacing existing merchant accounts during ownership transitions or to accommodate multiple providers or locations.
Incorporation details
Owner's details
Business's bank ACH and account numbers
Bank account information can be entered manually or verified directly using our built-in Plaid Integration.
**PLEASE NOTE: You must connect a CHECKING account when you are submitting merchant details.
IMPORTANT: Before multiple merchant accounts can be added, the feature must be enabled. Head to Manage > Details > Scroll to the bottom of the page and check the box "Enable Staff Merchant Accounts".
Additionally, each location in your business requires its own merchant account—even if other business details (like address or name) are the same for every location.
Submitting A New Merchant Account (Business Account)
Click the Business Settings (gear icon) at the top right
Select Payment Processing in the menu on the left
Click the blue New Merchant button in the top right corner
Carefully go through each step to enter and submit merchant details
Please inform Boulevard Support after submitting merchant details so that your application for a merchant account can be expedited
Leave the merchant account unassigned. Boulevard support will ensure it is associated with the correct profile or location.
Submitting New Merchant Details (Staff User)
Each provider can apply for their own merchant account via the 'My Settings' section. Service sales will be directed to the provider's merchant account, whereas product sales will still process through the main business account.
If applying through a Business Admin account, head to Manage > Staff, visit a staff profile, then click the "Merchant Account" tab OR
If the individual is to fill out the information on their own, they can log into the Dashboard and visit My Settings > Merchant
Please inform your Boulevard Representative after submitting merchant details so that your application for a merchant account can be expedited.
The merchant application form opens full screen, the first option is to select incorporation details. The specific information Boulevard collects differs slightly depending on your business entity type.
If you are setting up a corporate account (such as C-Corp, or LCC) the first tab covers Company Information, and the second tab covers Owner Information.
When entering your bank account information (account and routing numbers) you can choose to input your information manually or automatically using our integration with Plaid. Plaid is a third-party service that lets you connect accounts from any US bank and instantly authenticate accounts.
NOTE: Boulevard still has to verify some information to activate your merchant account, but using Plaid will ensure the banking information is accurate.
When selecting Plaid a new modal pops up that explains Plaid’s terms of service.
Select your bank from the list.
Enter your banking username and password.
Once you have chosen the correct account, the information is automatically imported into the Merchant application form.
The last step is to associate this merchant account with either a specific location or an individual staff member.
Once you finish the application you are given the chance to review all of the information. Submitting the form starts the process of verifying your merchant account. Once an application for a new merchant account is submitted, approval generally takes 2-3 business days. Approval times can vary and it is best to submit further in advance when possible.
In cases where a merchant account needs replacement (e.g., ownership changes or transitions), a new account should be submitted unassigned. Boulevard Support will assist with reallocations.