Enabling the Truemed Payment App

Edited

This will be the last step to installing the payment app on your live onboarding call. After you click Activate, the app will be live and customers checkout using HSA/FSA funds immediately.

You should leave the Visa, Mastercard, and American Express toggles on - this allows us to also process non-HSA/FSA cards in the cases of insufficient funds or HSA/FSA cards being declined for any other reason. In this flow, we give customers instructions to reimburse using the LMN we issue post-purchase. We cover the credit card processing fees for these transactions! 

If you are returning to this screen outside of the flow of installing the payment app, you can find it by:

  1. Opening your Shopify settings

  2. Clicking "Payments" on the left side navigation

  3. Clicking "Add payment method" under "Additional payment methods"

  4. Toggling to "Search by provider" and searching "TrueMed", then clicking in to that option