Join a UCSF Merchant Services Information Session on February 23, 2023

The Controller’s Office will conduct an informational session for departments to learn more about UCSF Merchant Services from 1 to 2 p.m. on Thursday, February 23.

UCSF Merchant Services is the first stop for schools, departments, and clinics across UCSF for all services related to handling credit cards and electronic payments. This session is designed to provide administrators with an overview of services and resources needed to successfully navigate the complexities of payment card processing and will include guidance on:

  • establishing merchant accounts for payment card and electronic payment processing
  • using and managing handheld payment devices
  • negotiating third-party service provider contracts
  • best practices for day-to-day operational oversight, including ensuring merchant accounts stay in good standing and in compliance with applicable policies, procedures, and standards

Advance registration is required. Click here to register (opens in new window). A link to join the presentation will be emailed upon registration.

Read more about accepting and handling payment cards on the Controller’s Office website. For all questions, contact Lourie Close, Merchant Services Coordinator at [email protected].