Page Comparison

Merchant Data

• View the total number of merchants, and the number of active and inactive merchants in the banner at the top of the page.

Board New Merchants

• Click the ADD MERCHANT button at the top right to access the Merchant Boarding Form page.

Merchant Table and Profile Access

• Locate individual merchants in the main table. The merchant table shows the following information in the default view:

  • Legal Business Name - The merchant’s business name.

  • Contact - The name of the person established as primary contact for that merchant.

  • Entity Status - Active or Inactive.

  • Date Created - The date that the merchant was added.

  • Available Balance - The account balance for the merchant.

  • Dashboard icon - Click the DASHBOARD icon to see the Portal from the perspective of the merchant.

• View additional information about individual merchants by clicking the table row for a specific merchant.

• Click on any value in the table row to view the Merchant Account Overview for a specific merchant.