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Setting Up mHelpDesk Payments
Setting Up mHelpDesk Payments

How to set up mHelpDesk Payments (powered by Chase)

Mike Bempah avatar
Written by Mike Bempah
Updated over 5 years ago

mHelpDesk Payments is the fastest way to accept payment directly through your mHelpDesk account. You can process a payment up to 6x faster than check, so you can stop chasing slow, late, and missing payments. Completely integrated, you no longer have to process payments in a third-party app, which eliminates double data entry.  

mHelpDesk Payments is also the easiest payment processing option because it allows your customers to pay by credit card, debit card and even their bank account.

For your convenience, you'll have dedicated mHelpDesk support, with no 3rd party you have to try to get ahold of for any questions you might have.

Let's set it up!

In your mHelpDesk account, begin by clicking on the Settings tab on the left side of your screen.

Once there, select Payments

In the mHelpDesk Payments module, click Set Up.

On the Payment Processor Setup page, complete the following:
First Name - first name of the decision maker at your business
Last Name - last name of the decision maker at your business
Payments Account - email address of the decision maker at your business
Country - country where your business is located
I agree to the mHelpDesk Payments terms and conditions - read and confirm understanding of the terms and conditions provided
Select Sign Up

You will then receive a Thank You screen (screenshot C). Check the email inbox that you entered under the Payments Account field.

Open the email in that inbox from mHelpDesk Payments via WePay (screenshot D).

Click on the Confirm button (screenshot E) found in the email.


Enter the password you would like to use in the Set Password field, and click Continue. (screenshot F)

Fill out the information that best describes your business from the provided dropdown lists. Select Next in the bottom right of the screen. (screenshot G)

Enter your business identification details into the text fields provided. Select Next in the bottom right of the screen. (screenshot H)

Enter your business contact details into the text fields provided. Select Next in the bottom right of the screen. (screenshot I)

Enter your business location details into the text fields provided. Select Next in the bottom right of the screen. (screenshot J)

Enter the personal identification details for the authorized representative of your business into the text fields provided. Select Next in the bottom right of the screen. (screenshot K)

Review the Terms of Service and Privacy Policy provided. Select Submit. (screenshot L)


Enter the bank account information for the account where you'd like your funds to be deposited from mHelpDesk Payments in the fields provided. Select the Add Bank option. (screenshot M)


Select Finish (screenshot N).

You will now receive an email confirming that you have successfully linked your bank account to mHelpDesk Payments. (screenshot O)

Make sure to log into your mHelpDesk Payments account here!

Now you're ready to begin processing payments using mHelpDesk!

Have any questions or need any help? Reach out to our Account Support Team via phone (888)558-6275 ext. 2 or chat (within our web or mobile app). 

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