Step 1: Accessing the Settings

When you log into your Prepped Portal for the first time, you’ll see a red banner across the top. You can either click the banner or go to the settings cog on the right, then click “Settings” and navigate to the “Commerce” tab to connect your payment processor.

Step 2. Payment Processor Form

Here’s a walkthrough of the recommended settings to ensure you get approved on your first attempt:

Business Information

• Enter the name you registered.
• Provide the date of incorporation, business tax ID, and website (this can be your Prepped website).
• Include your phone number, address, and any other information registered with the state.

Merchant Codes and Descriptors

• Choose the appropriate code for your business: traditional meal prep company or dine-in restaurant.
• Set the statement descriptor to what you want customers to see on their credit card statements.
• Leave the “Express Merchant ID” field blank.

Payment Volume Recommendations

• Annual Card Volume: Set to 100,000.
• Volume for ACH Transactions: Set to 0.
• Average Card Amount: Set to $250.
• ACH Transaction Amount: Keep at 0.

Card Volume Distribution

• Online Payments: Allocate 100%.
• Other Payment Methods: Allocate 0%.

Payment Volume by Customer Type

• Business-to-Customer (B2C): Allocate 100%.
• Business-to-Business (B2B): Allocate 0%.
• Other Fields: Allocate 0%.

Bank Account Requirements

• Use a US bank account (does not need to be a business account).
• A personal checking account is acceptable.

Final Step

• Review and Submit the information.
• That’s it! You’re ready to proceed.

See you on the other side!