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Setting up Multiple Jane Payments Accounts

With Jane Payments, you can process credit cards right from within Jane! But what if you want those transactions to deposit into different bank accounts, depending on which practitioner took the payment, or which location it happened at? We have you covered!

All you’ll need is a unique email address for each Jane Payments account & to be a Full Access user of your Jane account.

First, you’ll want to head to the Settings > Jane Payments area of your Jane account, and click on the + Add Item button. You’ll then select New Account.

You’ll be asked to enter some information about the person and/or business entity signing up for the payment account. After you’ve completed that, you’ll be taken to the confirmation screen below. Click the link to edit your payment account settings.

You can also access this area from your Settings > Jane Payments area, and click the Pencil icon beside each Jane Payment account.

Once you’re here, you’ll have four options:

  1. Name - this is how Jane will reference your payments account only in Jane. We’d suggest naming this after a particular practitioner or location.
  2. Location - optionally set this payments account to only be used at a location you’ve set up in Jane.
  3. Staff - optionally set this payments account to only be used for a particular staff member’s online payments, such as online booking prepayments, and pay balance emails. If you’re a solo practitioner, we’d recommend leaving this as “All Staff.”
  4. Statement Descriptor - this is what will show up on your client’s credit card statement. Make sure it’s something that they’ll recognize!

When you go to take a payment, you’ll see a list of all your payments accounts that are enabled for that location. In this example, you can select to charge the client’s Visa card ending in *4242 through either the Hooper’s Store or Gotham payment account.

Please note: In order to access Jane Payments Reporting, you’ll need to be Full Access or the Account Owner.

Happy processing!

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