Apply Merchants to Revenue Centers and Menus

Article author
Nick Renard
  • Updated

Merchants allow operators to complete the Shift4 payment setup for their Revenue Centers and Menus. 

*If you do not have Merchants set up for your venue, please reach out to VenueNext Support -- help@venuenext.com or your Account Manager.

 

IMPORTANTIf your venue contains Revenue Centers with a mix of Shift4 and FreedomPay Menus, Merchants CANNOT be applied to those Revenue Centers or Menus.

It is suggested that each Revenue Center is set up as one processor to prevent payment failures. This can be done by creating a Revenue Center for Shift4 processing, and a Revenue Center for FreedomPay processing. 

Customers that continue to utilize FreedomPay are required to use Canopy 1.0 until they migrate to full-venue Shift4 processing and should not follow the steps below.

 

Missing Merchant Identifiers in Canopy 2.0

After navigating to Canopy 2.0 > Menus > Revenue Centers, you may see red alert icons with the "Missing Merchant" message upon hovering (see below). This alert signifies that either the Revenue Center or POS/Kiosk Menu within the Revenue Center is missing payment configurations. The following sections will explain the steps to complete payment configurations. 

 

 

Applying Merchants in Canopy 2.0

Applying Card Not Present Merchants to a Revenue Center

After navigating to Canopy 2.0 > Menus > Revenue Centers, you will either create a new Revenue Center or edit an existing Revenue Center. Either action will require a Merchant to be applied before you are able to save your changes. 

In the Revenue Center Merchant section, click the dropdown to select the desired Merchant. Depending on your venue's setup, you may have multiple Merchants to choose from. For Revenue Centers, you must select a "Card Not Present" or "Mobile" Merchant. After you select the Merchant, click Save.

 

Applying Card Present Merchants to a POS/Kiosk Menu

While the Revenue Center drawer is open, click the pencil icon next to the POS or Kiosk Menu you would like to edit.

In the Menu Shift4 Merchant section, click the dropdown to select the desired Merchant. Depending on your venue's setup, you may have multiple Merchants to choose from. For Menus, you must select a "Card Present" or "POS" Merchant. After you select the Merchant, click Save and then Save again in the Revenue Center.

 

High-Level View of Configured Merchants

Canopy 2.0 allows users to view the Revenue Centers and Menus configured to a specific Merchant. Navigate to Canopy 2.0 > Settings > Merchants and select the Merchant you would like to view. In this section, you can expand the Assigned Revenue Centers and Assigned Menus to view the list of Revenue Centers and Menus configured to the current Merchant.

 

If you would like additional assistance, please reach out to us at help@venuenext.com.

Was this article helpful?

0 out of 2 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.