This article is part of our Payment Processing Support Help Center and covers topics related to Constellation Payments. It is intended for users seeking help with setting up their merchant processing accounts and reconciling within Constellation Payments. It does not cover specific payment-related features inside CampSite.
Changing your legal business name or Tax ID Number (TIN) requires creating a new merchant account and closing your old one.
Please review the following process and key details.
Important Information
- No Service Interruption: There will be no interruption to your payment processing during this transition.
- Reporting Access: After the change, the CSIPay reporting portal will only show data for the new account. Historical data from the old account will no longer be available in the portal. Your internal CampSite financial reports will remain intact.
Phase 1: Setting Up the New Account
Step 1: Start the Process - Email payments@campmanagement.com to notify us of the change. Our team will send you a new merchant account application via PandaDoc.
Step 2: Complete the Application - Fill out and submit the new application. The underwriting and setup process typically takes about 7 business days. We will contact you if any additional information is needed.
Step 3: Receive Confirmation - We will notify you as soon as the new account is active and integrated into your database.
Phase 2: Closing the Old Account
Step 1: Sign the Closure Form - Once your new account is active, we will send a closure form for your principal signer to complete.
Step 2: Finalize the Closure - We will confirm once the old account is officially closed. You will receive one final bill for any remaining fees, as these are charged in arrears.
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