Page Comparison

The Merchant Profile page contains information about a specific merchant boarded through your Referrer account, including the merchant account’s balance details, payment activity, and editable account details.

Navigate to the Merchant Profile by following the steps below:

Step 1: Click Merchants in the Management category in the left hand navigation panel.
Step 2: Click on the merchant’s name in the table located in the Merchants page to open the Merchant Profile page.

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Merchant Profile Features

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title	Click here to view the features of the Merchant Profile page.

Merchant Information Banner

The Merchant Information Banner contains information about the merchant, including the merchant name, their category code, address, and boarding information. The merchant Account Balance, Next Withdrawal date, and Risk Score are also displayed in the Information Banner. The Information Banner supports the following actions:

Access the Merchant Dashboard View by clicking on the DOOR ICON below the merchant name.
View the Merchant Balance Details by clicking the in the Account Balance icon.

Merchant Transaction History Graph

The graph located below the Merchant Information Banner displays the merchant’s recent transaction history, including payments and refunds. Click the black triangle at the top left hand corner of the graph to toggle the view between the last 7 days and the last 30 days.

To view more details about the merchant's recent transactions, open the Merchant Payment History by clicking VIEW TRANSACTIONS at the top right hand corner of the graph.

Accounts Overview Box

The lower half of the Merchant Profile page contains the Accounts Overview Box, which includes tabs on the left hand side of the box. The tabs contains editable details about the merchants profile, banking information, and other account details. The following sections of this page cover descriptions of the contents of each of the tabs:

Business Tab

The Business tab contains information about business associated with the merchant account. It is divided into a Business Details section and an Account Details section. Click the BUSINESS tab or the ACCOUNT tab at the top of the box to view each section.

The Business section contains the following editable fields:

Business Details Section Field Name	Description
Legal Business Name	The legal business name of the merchant.
IRS Filing Name	The name control established by the IRS and associated with the merchant EIN.
Statement Descriptor	The business name that appears on customer credit card statements.
Preview	The business name that appears as the distribution line in documentation of a transaction.
EIN Type	Indicates if the EIN being used is a TIN or SSN or "other/unknown" number.
EIN	The Employer Identification Number assigned by the IRS.
TIN Validation Status	Tax Identification Number validation status: Approved, Pending, or Denied.
Business Type	The type of business associated with the merchant. Choose from the following: Sole Proprietor, Corp, LLC, Partner, Nonprofit, or Gov.
Public Company	Whether or not the company is publicly listed. Choose Yes or No.
Custom Description	A description entered by the merchant or referrer.
Secondary Payout Descriptor	In order to customize the descriptor that appears on a Merchant Disbursement Payrix clients can add a Secondary Statement Descriptor on the entity or a payout/withdrawal schedule. This

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will append the end of the Disbursement Descriptor (before the Merchant Name) to help merchants differentiate disbursements from Payrix. See the Implementation Guide page for more information: https://resource.payrix.com/resources/secondary-statement-descriptor
Industry	The type of industry associated with the merchant’s business.
Percent B2B Sales	The percentage of transactions that occur due to Business To Business sales.
Percent EComm Transactions	The percentage of transactions that occur due to internet commerce.
Percent Keyed Transactions	The percentage of transactions that occur when the credit card information was manually keyed at the terminal or point of sale.
Website	The business’s website.
Email	The business’s email address.
Advanced Billing Indicator	Indicates whether the merchant accepts pre-purchase for products that are shipped at a later date or not currently available. Choose from the following: None, Yes, or No.
NDX Shipping Days	The number of days to ship/deliver the product.
Seasonal Status	Indicates if the merchant is a seasonal merchant or operates year-round. Choose Yes or No.
Location Type	Description of the type of address that the business operates at. Choose from the following: Retail Storefront, Warehouse, Private Residence, Other, or Res-Prof/Construction.
New	Indicates whether this merchant new to processing Credit Cards. Choose Yes or No.
Annual Processing Volume	The total amount of sales processed in the previous year.
Average Transaction Amount	The average credit card sale amount in the previous year.
AMEX Volume	The sales volume involving transactions with AMEX cards for the merchant location.
Total Volume	The expected total volume for all credit card and ACH payments that the merchant will process for the current year.
Address	The street address associated with the merchant.
Address 2	The suite number or other information associated with the merchant address.
City	The city associated with the merchant mailing address.
State	The state associated with the merchant mailing address.
Zip	The zip code associated with the merchant mailing address.
Country	The country associated with the merchant mailing address.
Time Zone	The time zone at the location associated with the merchant mailing address.
Phone	The phone number associated with the merchant contact information.
Customer Service Phone	The business customer service phone number.
Fax	The fax number associated with the merchant contact information.

The Account section contains the following editable fields:

Account Details Section Field Name	Description

Versions Compared

Old Version 3

New Version 4

Key

Merchant Profile Features

Merchant Information Banner

Merchant Transaction History Graph

Accounts Overview Box

Business Tab

Owners Tab

Banking Tab

Reserves Tab

Fees Tab

Groups Tab

Terminals Tab

Terminal Transactions Tab

Profit Sharing Tab

Plans Tab

Withdrawals Tab

Costs Tab

Disputes Tab

Platform IDs Tab

Notes Tab

Documents Tab

Billing Schedules Tab

Setup Details Tab

Funding Parameters Tab

Payment Updates Tab

Related Pages: