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The Merchants page shows a complete list of all merchants, both active and inactive. From the Merchant page, you can add new merchants, view statistics on about all merchants, or search and view details about existing individual merchants.

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Expand
titleClick here to view the features of the Merchants page.

Merchant Data Banner

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 hand corner of the Merchant Data Banner 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:

Merchant Table Column Name

Legal Business Name

The merchant’s business name.

Contact

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

Entity Status

The status of the entity associated with the merchant: 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.

Merchant Table Actions

The Merchant table supports the following actions:

  • 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.

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