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Setting Up Mosaic Payment Processing

Signing Up for Mosaic

Signing Up for Mosaic
1. In the Administration ribbon tab at the top of the screen, click the Options button and choose Interface Setup Wizard.
Result: The Interface Setup Wizard opens.
2. Click the Credit Card tab on the right side of the Interface Setup Wizard.
3. Click the Hpay icon
Result: The HPay Setup window opens.
4. Click the Sign Up button on the Mosaic Setup window.

Result: The Mosaic Sign Up Wizard opens on Step 1, the Legal Entity Information screen.
Note: This information defaults from the Company Information area of your program. If you are a multi-location enterprise, see the blue highlight below.
Multi-location enterprises sharing one or more legal entities do one of the following:
  • If this is the first location to sign up for HPay, enter details of your corporate legal entity on this window.
  • If a legal entity has already been created for this corporation, its details will default here. If you want to enter an alternate legal entity, clear the Use Existing Legal Entity check box and enter new details
  • If multiple legal entities have been created for your corporation, the details of the most commonly-used legal entity will default here - but a different existing legal entity can be selected by clicking the Select Legal Entity button on the right side of this window.
Note: A confirmation email will be sent to the email address listed on this Legal Entity Information screen to complete this process below. If you do not have access to that address, you will need to request permission to complete the setup process.
5. Enter a First and Last name of a primary contact for your business and click Next at the bottom right of the wizard screen.
Result: The wizard moves to Step 2, where you enter information about your specific business location.
Note: Basic and address information here will default from the Company Information area of your program.
6. Fill out any remaining information on the Basic Business Information screen.
Note: Choose an appropriate Industry for your payment services, a Primary Contact at your location and the Description that will identify each charge on your customers' billing statements.
7. Click the Submit button at the bottom of the window.
Result: The Mosaic Transaction Services Agreement appears.
8. Scroll to the bottom of the agreement, click the checkbox at the bottom of the window and then click Accept if you accept the terms and conditions.
Result: A confirmation message appears and a confirmation email is sent to the email box listed in your Basic Business Information window.
Note: You must scroll to the bottom of the agreement text for the checkbox and Accept button to become active.
9. Click OK on the confirmation message, then retrieve the confirmation email and click Confirm there.
Result: Clicking Confirm in the confirmation email opens your browser on the Mosaic access page.
Note: Again, the email was sent to the email address included in the Basic Business Information in Steps 4 & 5, above.
10. On the browser page that opened, enter a password for your Mosaic access, click the checkbox to agree to the Terms of Service and then click Grant Access.
Result: The browser takes you to the Mosaic account setup screen.
11. On the Mosaic account setup screen, choose a business type that best defines your business ("Sole Proprietor", "Business" or "Nonprofit") and follow the onscreen prompts.
12. Click Continue on the right side of the screen to move to the next page of the online setup process.
Result: The setup screen moves to the Business Details page.
Note: The Continue button remains disabled until ALL information is filled out accurately.
13. Enter information on each subsequent screen as required, ultimately clicking Add Bank on the final page after adding banking information for your deposit account.
Result: You are logged into your Mosaic Merchant Dashboard.
14. Close your browser, return to your Caterease program and click the Validate Settings button in the middle of the HPay Setup window.
Result: A confirmation message appears.
15. Click OK.
16. Click the check box labeled Enable Credit Card Processing to enable processing for your program.
Note: Clicking this box is required to complete the process. If you do not want credit card processing enabled at this time, you can leave this box unchecked.
17. [Optional] Enable payment links as described here.
Tip: Optionally click the View Access Keys button at the top right of the HPay Setup window to see the Reference Number, Legal Entity Number and Account Number being used by this location.