Our process
How we work with merchants
A practical path from first call to a setup you can run
We start with how you take payments today—not a product pitch. Then we look at statements, system fit, and the questions that usually get skipped on a glossy proposal. The goal is a clear recommendation you can defend to yourself and your team.
Schedule 30 minutes Send statements firstTypical steps
- Listen to the operation — Counter, phone, online, service drive, or mixed. What breaks during a busy hour?
- Read the numbers — Statements and proposals, side by side when you have them. See Compare.
- Match systems to workflow — Terminal vs POS vs invoicing vs gateway. See POS Partners.
- Explain the structure — Interchange-plus, flat, surcharge/dual-pricing style programs—without “no hidden fees” slogans.
- Implement carefully — Hardware, mid, board, training. Timelines depend on underwriting and your current provider; we do not promise same-day miracles.
- Stay reachable — Real people for questions after go-live. Support channels continue to expand; today you can reach us by phone or email.
We do not promise 48-hour or same-day outcomes as a blanket claim. Ask what is realistic for your file.
What we need from you
- Recent processing statements (if comparing costs)
- How customers pay today (and what you wish they could do)
- Any POS or software you must keep
- Decision-makers who should be on the call
Start with a conversation—or with statements
Book 30 minutes, or send statements through the free analysis page if you prefer to begin with the numbers.
Schedule 30 minutes Talk to a real person: 1.844.510.5600 Free statement analysis Contact