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How to Enable and Map a Secondary Credit Card Merchant

This article outlines the process for activating and mapping a secondary credit card merchant in PDI C-Store Essentials

Updated over 2 weeks ago
  • Some store owners may choose to use a second credit card machine due to contractual constraints with jobbers or to support alternative payment methods such as Apple Pay

  • PDI C-Store Essentials allows multiple credit card vendors to be enabled and mapped for day reporting

Step-by-Step Process

1. Activate the Secondary Credit Card Merchant

  • Log in to your PDI C-Store Essentials Account.

  • On the left side of the screen, click on Store Settings

  • Next click on Configure store’s day reports, lottery, fuel, etc.

  • Click Next until you reach the Payment Type page

  • Turn on the Credit Card 2 field by switching it to Yes

  • Select the appropriate option:

    • Settlement Bank Account

    • Settlement Method

💡Note: The Settlement Bank Account is the account where credit card deposits are received. You can choose to settle manually or automatically.

  • Click Next, then click Finish

2. Configure the Day Report Layout

  • To display the new credit card vendor on your day report entry screen:

    • On the left side of the screen, click on Day Closing

    • Next click on Settings

    • Then click on Layout Day Report Entry Form

  • Under Unassigned Fields, locate

    • Credit Card 2 – Credit Card Batches

  • Move it into the Collection Box, placing it after Credit Card Batches

3. Map the Secondary Credit Card Merchant

  • On the left side of the screen, click on the human silhouette icon

  • Next click on POS Settings

  • Then Click the Tender Type tab

  • Click the Edit (pencil) icon for the tender type you wish to map

  • For Day Report Mapping, select Credit Card 2

    • Enter a name for the register—for example: Apple Pay

  • Click Save to apply your changes

  • Your secondary credit card merchant is now fully set up


Frequently Asked Questions

Why would I need a secondary credit card merchant?

  • Some jobbers hold credit card batches longer than desired.

  • A second merchant ensures faster access to funds or supports alternative payments like Apple Pay.

Can I settle Credit Card 2 transactions manually or automatically?

  • Yes, you can choose either option during setup.

Will Credit Card 2 show on my day reports?

  • Yes, once added to the report layout, it will appear after the primary credit card batch section.

Can I rename Credit Card 2 to something else?

  • Yes, during mapping you can enter any register name (e.g., Apple Pay or Square).

Is this feature available for all POS systems?

  • This setup applies to systems integrated with PDI CStore Essentials that support multiple credit card vendors.




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