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Common questions, honest answers.

Everything we wish someone had told us before we signed our first merchant processing contract. No marketing-speak — just direct answers to what merchants actually ask.

Getting Started

Applying & getting approved.

What it actually takes to open a merchant account, what we'll ask for, and what the underwriting process looks like.

How long does it take to get approved for a merchant account?

For a standard low-risk business — restaurant, retail, salon, professional services — most approvals come back within 1-3 business days from when we receive a complete application. We can often have you processing within a week.

High-risk businesses (CBD, firearms, nutraceuticals, etc.) typically take 5-10 business days because underwriting reviews additional documentation and may require multiple processor placements. We'll set expectations upfront based on your industry.

What documents do I need to apply?

For most low-risk merchant accounts:

  • Completed merchant application (we send it digitally)
  • Driver's license or government-issued ID for the principal owner
  • Voided check or bank letter showing your business account
  • Most recent processing statement (if you've processed before — helps us beat your current rate)
  • Recent business bank statement

High-risk applications need additional items, often including business formation docs, website screenshots, product/service descriptions, and compliance documentation specific to your industry.

Can I get approved if I have bad personal credit?

Often yes, but it depends on the specifics. Underwriters look at the whole picture: business type, processing history, time in business, bank statements, and personal credit. A 580 credit score with strong business fundamentals can get approved where someone with great credit but a brand-new business in a high-chargeback industry might not.

Don't self-disqualify. Apply and we'll tell you honestly where things stand.

Can I get approved if my business is brand new?

Yes. New businesses get approved every day. We work with several processors who have specific underwriting tracks for startups. The application may require additional info (business plan, projected volume, owner background) but new-business approvals are routine.

Why do you need my Social Security number?

Card networks (Visa, Mastercard, Discover, Amex) and member banks require personal identification on every merchant principal. It's used for identity verification, OFAC sanctions screening, and standard underwriting — same way a business loan or commercial lease would require it. It's not stored in any unsecured form and we never share it outside the application process.

Do you require a long-term contract or have early termination fees?

No. We don't lock merchants into long-term contracts and we don't charge ETFs. If you ever want to leave, you can — though we'd much rather earn your business every month than trap you into it.

This is a meaningful difference from many ISOs that bury 3-year auto-renewing contracts with $295+ ETFs in their paperwork. We don't operate that way.

Is there an application fee or setup fee?

No application fee. No setup fee for standard accounts. Some custom integrations or specialized equipment may have one-time costs, but we'll quote those upfront — you'll never be surprised by a fee that wasn't disclosed.

Pricing & Fees

What you'll actually pay.

Where processing fees come from, what's negotiable, and how to compare pricing without getting lost in jargon.

What's the difference between interchange-plus and tiered pricing?

Interchange-plus shows you the actual cost the card networks charge (interchange), plus a small markup that goes to your processor. Transparent — you can see exactly what you're paying for.

Tiered pricing bundles transactions into "qualified," "mid-qualified," and "non-qualified" rates. It sounds simple but hides huge markups — the processor decides which tier each card falls into, and that decision usually doesn't favor you.

We default to interchange-plus pricing because it's honest. If you're currently on tiered pricing and want a clear comparison, send us your statement.

What's PCI compliance and why am I paying a fee for it?

PCI DSS (Payment Card Industry Data Security Standard) is the security standard card networks require for every business that accepts cards. Compliance fees fund the annual security questionnaire, vulnerability scans, and the infrastructure that keeps cardholder data secure.

Reasonable PCI fees are around $99-$150/year. If you're being charged $20+ per month for "PCI compliance," you're being overcharged. Worse, some processors charge separate "PCI non-compliance fees" of $30-$50/month on top — money that just disappears into their margins.

Can you really beat my current processor's rates?

Most of the time, yes — but we won't claim it without seeing your statement. Send us your most recent processing statement (last 1-2 months is fine) and we'll do a line-by-line analysis. We'll show you what you're paying, what we'd charge, and what you'd save. If we can't beat them, we'll tell you that too.

If you're with a major processor on tiered pricing, savings of 15-30% are common. If you're already on a good interchange-plus rate, savings may be smaller but we can often beat it on incidentals (PCI, statement fees, monthly minimums).

What's the catch with "free" terminals?

There's always a catch. A "free" terminal usually means one of three things: (1) you're locked into a multi-year contract with high ETFs, (2) your processing rates are inflated to recoup the equipment cost over time, or (3) you're on a "lease" disguised as ownership, with monthly equipment fees that exceed the terminal's value within a year.

We're upfront about hardware costs. Most modern terminals are $300-$600 to own outright. We'd rather quote you an honest equipment price than pad your processing rates to "give" you something free.

How do you make money if you're not charging high rates?

We earn a small markup on every transaction we process — typically a few cents per swipe and a small percentage. Most processors do exactly the same thing. The difference is that our markup is transparent (you see it on your statement) and small (because we'd rather have 500 happy long-term merchants than 100 who feel ripped off).

We make money slowly, by retaining merchants. The industry standard is to make money fast by churning them.

What's a monthly minimum and should I worry about it?

A monthly minimum is a floor on what you pay each month, regardless of how little you process. If your monthly minimum is $25 and you only generate $15 in processing fees that month, the processor bills you the $10 difference.

Reasonable for most established businesses. Frustrating for seasonal businesses or sole proprietors with low volume. Ask before you sign — we structure plans so monthly minimums only apply where they make sense.

What hidden fees should I watch out for on my current statement?

Common fees that don't belong on your statement (or are wildly inflated):

  • "Regulatory product fee" — not a real regulatory thing; pure margin
  • "Non-qualified" surcharges on tiered pricing — often 1-2% on top of base rate
  • PCI non-compliance fees of $30-$50/month — usually a sign you weren't told how to complete your annual SAQ
  • Batch fees exceeding $0.20-$0.30 per batch
  • Statement fees over $10/month for paper statements that should be free
  • "Tier upgrade" fees charged annually with no opt-out

Send us your statement and we'll point out exactly which fees you're being charged that don't have to be there.

Cash Discount Programs

How cash discount actually works.

The fastest-growing pricing model in merchant services, what makes it different from surcharging, and where it's legal.

What's the difference between cash discount and surcharge?

Cash discount: You post a single price that includes the cost of accepting cards, then offer a discount to customers who pay with cash. Legal in all 50 states. No card network registration required.

Surcharge: You post a base price, then add a fee at checkout for customers who pay with credit cards. Legal in most states but requires registration with the card networks, has strict disclosure rules, and is prohibited or capped in several states (CT, MA, ME, OK, and previously NY).

Cash discount is the cleaner path for most merchants. Read more →

Is cash discount legal in all 50 states?

Yes — when implemented correctly. The federal Durbin Amendment specifically permits cash discounts as a payment method incentive. Every state allows it. The key is implementation: the posted price must be the "card price," and the cash discount is offered to customers paying with cash. Done wrong (e.g., adding a fee at checkout that isn't disclosed on shelf), it becomes a surcharge — and surcharging has different rules.

Our program is structured to comply with state and federal regulations. We handle the signage, receipt language, and POS configuration so you stay compliant.

Will my customers be upset if I switch to cash discount?

Almost never. When done right, the discount feels like a reward, not a penalty. Customers paying with cash get a clear price break. Customers paying with cards see the same price they'd see at most retailers anyway. Gas stations have done this for decades.

The merchants who see pushback are usually the ones who switched abruptly without good signage or staff training. We help you transition smoothly — clear signage at the register, point-of-sale messaging, and scripts your staff can use.

How much can I save with cash discount?

For a typical business processing $30,000-$50,000/month, cash discount programs reduce net processing costs to near zero — the credit card processing fee is absorbed by the small fee added to card-paying customers, and your cash customers get a small discount that costs you nothing extra.

For a business that was paying 2.6% effective rates on $40,000/month, that's roughly $1,000/month back to your bottom line. It compounds significantly over time.

Does cash discount work for every type of business?

It works best for businesses with moderate average ticket size where customers expect transparent pricing: liquor stores, convenience stores, restaurants, salons, small retail, professional services. It can work for higher-ticket businesses too, but the math may favor traditional interchange-plus pricing.

It's not a fit for: e-commerce (different mechanics), businesses with very large ticket sizes ($1,000+) where customers may push back, or industries with regulated pricing (some healthcare, government contracts).

Send us your statement and we'll model both approaches and show you which saves more.

Do I need new equipment to run cash discount?

Most modern terminals (Dejavoo Z11, PAX A920, Clover devices, etc.) support cash discount natively — we just configure your existing terminal. Older terminals may need to be replaced or reprogrammed, which is a one-time cost we'll quote upfront.

High-Risk Merchant Services

What makes a business "high-risk"?

High-risk doesn't mean illegal — it means underwriters look at the account differently. Here's what to expect.

What makes my business "high-risk" to processors?

"High-risk" is a processor classification, not a moral judgment. A business gets labeled high-risk for any combination of:

  • Industry — CBD, firearms, vape, adult, gambling, nutraceuticals, etc.
  • Chargeback rate — businesses with chargeback ratios above 1%
  • Average ticket size — very large tickets ($5,000+) create more risk
  • Processing volume swings — seasonal or rapidly-growing businesses
  • Card-not-present heavy — pure e-commerce or subscription models
  • Sales channels — international, mail-order, telemarketing

Being high-risk just means you'll work with processors who specialize in your category, not the generic ones that auto-decline anything outside their lane.

Can I get a merchant account for CBD?

Yes. CBD derived from hemp (under 0.3% THC, compliant with the 2018 Farm Bill) is approvable. We place CBD merchants with high-risk processors who specialize in the category. Read more →

We do not process delta-9 THC products above the 0.3% threshold or anything sold under state-licensed cannabis regulations — those require state-licensed cannabis banking infrastructure, which is a separate world.

Can I get a merchant account for firearms or gun sales?

Yes. Federally licensed firearms dealers (FFL holders) selling legal products to legal buyers can be approved. Documentation includes a copy of your FFL, proof of compliance with state and federal regulations, and clear policies on background checks. Read more →

How long does high-risk approval take?

Typically 5-10 business days for high-risk approvals. Underwriters review more documentation, may ask follow-up questions, and sometimes place you with multiple processors as a precaution. We've seen approvals as fast as 3 days and as slow as 3 weeks depending on industry complexity and how complete the initial application is.

Why are high-risk processing rates higher?

Higher chargeback risk means processors set aside more capital reserves and price the higher loss potential into the rates. Industries with chargeback ratios consistently above 1% pay meaningfully more than low-risk merchants. There's also a smaller pool of processors willing to handle these categories, which reduces price competition.

What we can do is shop your account across multiple high-risk processors to find the best available rate — not just place you with whoever pays us the highest commission.

Can you process for adult content businesses?

Yes, for legal adult content businesses (subscription sites, novelty retailers, dating platforms). These require specialized high-risk processors and additional documentation. Read more →

Hardware & POS Systems

Picking the right equipment.

Which POS or terminal fits your business, what you can keep, and what we can reprogram.

What POS system is best for restaurants?

The best system depends on your service style and volume:

  • Quick-service / takeout-heavy: Clover Mini or Flex — fast, simple, well-priced
  • Full-service restaurants: SkyTab — built specifically for restaurants, free hardware available
  • Bars and high-volume venues: CRE or SpotOn — durable, fast, advanced features

We help you pick based on what you actually need, not what we make the most margin on.

What POS system is best for retail?

For most retail (boutiques, specialty stores, salons), Clover Station Duo is the most-loved choice — it's intuitive, has strong inventory management, and integrates with most apps. For higher-volume retail (convenience, liquor, smoke shops), NRS is purpose-built and free with our program.

Can I keep my current terminal and just switch processors?

Often yes. If your terminal is a model we can reprogram (most modern Dejavoo, PAX, Verifone, and Ingenico terminals), we can switch you over without buying new equipment. There may be a small one-time reprogramming fee.

Send us a photo of your terminal (front + model sticker on the back) and we'll tell you if it can be reprogrammed.

Do you reprogram terminals from other processors?

Yes — for most makes and models. Reprogramming a Dejavoo Z11 from another processor takes 15-20 minutes remotely. Same with PAX A920. Some older units or proprietary terminals (like Square's hardware) can't be reprogrammed — those would need replacement.

What's the difference between Clover, SkyTab, SpotOn, and NRS?

All four are reputable POS systems with different strengths:

  • Clover — Owned by Fiserv. Largest app marketplace. Great for retail and quick-service.
  • SkyTab — From Shift4. Built for restaurants. Often comes with free hardware as part of the deal.
  • SpotOn — Strong for restaurants and small businesses. Excellent customer support reputation.
  • NRS — National Retail Solutions. Purpose-built for convenience stores, liquor stores, and smoke shops. Best-in-class inventory features for those verticals.

Different POS systems are right for different businesses. We don't push one over another — we recommend what fits.

Payments & Operations

The day-to-day questions.

Deposits, chargebacks, downtime, and the other operational realities of running a merchant account.

When do I get my deposits?

For most low-risk merchant accounts, deposits land in your business bank account next business day when you batch your terminal before the cutoff time (usually 7pm-9pm EST depending on processor). Same-day funding is available on some processors for an additional fee.

High-risk merchants may see slightly delayed funding (T+1 to T+3) as part of underwriting requirements. New accounts may have a brief holding period for the first few weeks.

What's a chargeback and how do I avoid them?

A chargeback is when a cardholder disputes a charge with their bank instead of asking you for a refund. The bank reverses the transaction, often before you can respond, and you can lose the money plus a $15-$25 chargeback fee.

To minimize chargebacks:

  • Use clear descriptors on statements (so customers recognize the charge)
  • Document deliveries and services with signatures or photos
  • Have a clear refund policy and offer refunds proactively
  • Respond to dispute notices within the deadline (usually 7-10 days)
  • Use AVS and CVV verification on card-not-present transactions

If you receive a chargeback, submit a ticket and we'll walk through your response timeline.

Can I process payments online and in-person with the same account?

Yes. Most modern merchant accounts can process both card-present (in-store, terminal) and card-not-present (online checkout, virtual terminal, recurring billing) on the same MID. The rates differ slightly — card-not-present transactions cost more because they're higher-risk to the networks — but it's the same account.

We can set up a virtual terminal, online payment gateway (Authorize.Net, NMI), and physical terminal under one account.

What happens if my terminal goes down on a busy day?

Call us at (888) 556-7356 and we'll troubleshoot. Most issues are simple (paper, connectivity, batch needing to close) and we can resolve them on the call. For hardware failures, we can ship a replacement terminal overnight in most cases.

In the meantime, your terminal may have offline mode (stores transactions to upload when reconnected) — we'll walk you through it. You can also process via the merchant portal in a pinch.

Do you support Apple Pay, Google Pay, and other digital wallets?

Yes, on all modern terminals. Apple Pay, Google Pay, Samsung Pay, and tap-to-pay credit cards all run through the same NFC reader and process at the same rate as a regular chip card transaction.

Why was my customer's transaction declined?

Common reasons for decline:

  • Insufficient funds — the card doesn't have enough available balance/credit
  • Issuer fraud lock — the cardholder's bank flagged the transaction as suspicious
  • Wrong CVV/zip on card-not-present transactions
  • Expired card
  • Daily limit hit — large transactions sometimes exceed the cardholder's daily spending limit

Decline responses come from the cardholder's issuing bank, not from us. We can't override them. The customer needs to call the number on the back of their card.

Didn't find your answer?

If you're an existing merchant, submit a ticket and we'll respond within one business day. If you're shopping for a new processor, send us your statement and we'll do a free side-by-side comparison.