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Manage the Merchant’s Valor Account

How to Manage the Merchant’s Valor Account 

There are two ways to manage a merchant’s Valor account: 

  1. Activate or Deactivate a Valor Account:
    Use this option when the merchant is no longer using Valor devices or when reopening a previously deactivated account. 
  2. Enable or Disable Individual Hardware:
    Use this option when a merchant has multiple devices and needs to deactivate one that is no longer in use or reactivate a specific device for future use. 

 

Activate/De-Activate Valor Account 

Use the Activate or Deactivate a Valor Account option to manage a merchant’s overall account when they stop using Valor devices or need to reopen a previously deactivated account. 

  1. Log into Valor Portal. 
  2. Select Merchant Manager. 
  3. Enter the merchant’s DBA Name into the Search bar. 
  4. Once the account is listed, select the three dots (⋮) on the right-hand side of the account.

  5. Select Activate or Deactivate.

     

  6. Review for Green Checked Status or Red Dashed Status for the account 
  7. The devices will automatically be switched to Active or De-Active Status 
    1. Active Status - The Equipment will need to be updated. Have the merchant press ★ > 6 > Enter on the terminal. 
    2. De-Active Status – No further action is required on the terminal once deactivated. 

 

HubSpot  


  1. Navigate to HubSpot.  
  2. Open the merchant account and select the Equipment Tab. 
  3. Click on the Deal Name for the device you just enabled or disabled.
  4. Change the deal stage to Dead (Disabled) or Live (Enabled) Then Save.

Create a Task 


  1. Create a Task for the Billing Department by selecting Task at the top of the deal, located beneath the device's serial number. 

  2. Label Task as Correct Software Billing and complete the following steps: 
    1. Set a reminder for 1 month. 
    2. Add tasks to the billing Queue. 
    3. Under Activity, assign it to KJ Moore. 
    4. Enter detailed instructions: 
  • For Enabling equipment:
    • Billing I have enabled this TID please adjust the billing to start on Feb 1, 2025 (calculated based on equipment billing being a month behind this was entered on December 26 so will not be billed until Feb 1) 
  • For Disabling equipment: 
    • Billing I have disabled this piece of equipment please adjust the billing to start on Feb 1, 2025 (calculated based on equipment billing being a month behind this was entered on December 26 so will not be billed until Feb 1) 
Click Create. 

    Enable/Disable 

    Use the Enable or Disable Individual Hardware option to manage specific devices when a merchant has multiple terminals, deactivating those no longer in use or reactivating hardware for future transactions. 

     

    1. Log into the Valor Portal. 
    2. Select Merchant Management. 
    3. Enter the merchant’s DBA Name into Search bar. 
    4. Click on the DBA Name to open the account. 

    5. Click the three dots (⋮) to the right of the equipment. 
    6. Select Edit.  
    7. Under Status, toggle to either Enabled or Disabled. 
    8. Click Save and then Exit. 

    9. Verify the device status: a Green Check Status indicates enabled, or Red Dashed Status  indicates disabled for the machine 
      1. If Enabling: Have the merchant press ★ > 6 > Enter on the terminal. 
      2. If disabling: No further action is required on the terminal. 

      HubSpot  


    1. Navigate to HubSpot. 
    2. Open the merchant account and click on the Equipment tab. 
    3. Select the Deal Name for the device you just enabled or disabled. 
    4. Change the deal stage to Dead (Disabled) or Live (Enabled) Then Save 

      Create a Task 


    1. Create a Task for the Billing Department by clicking Task at the top of the deal, located below the devices serial number. 
    2.  Label Task as Correct Software Billing and complete the following steps: 
      1. Set a reminder for 1 month. 
      2. Add task to the billing Queue. 
      3. Under Activity, assign to KJ Moore. 
      4. Enter detailed instructions:  
    • If enabling Equipment:
      • Billing I have enabled this TID please adjust the billing to start on Feb 1, 2025 (calculated based on equipment billing being a month behind this was entered on December 26 so will not be billed until Feb 1) 
    • If disabling equipment: 
      • Billing I have disabled this piece of equipment please adjust the billing to start on Feb 1, 2025 (calculated based on equipment billing being a month behind this was entered on December 26 so will not be billed until Feb 1) 
    Click Create.