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

Navigate to the Merchants page by clicking MERCHANTS under Management in the left hand navigation bar.

Merchants Page Features

Click here to view features of the Merchants page.

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.

Customize Your Merchant Table View

You can customize your view using the options found at the top of the table. The following customization options are available:

Create a Customized Table

For instructions on customizing, sorting, or searching tables, click on Table Customization Instructions.
Expand the section below to view a complete list of the data that you can display on the Merchants Table:

Click here to view Merchants Table customizations.

Entity Data

Legal Business Name
Entity Status
Date Created
Division Name
Entity ID
Created by
Date Modified
Modified By
Login ID
Division ID
Parameters ID
Type
Address
City
Zip
State
Country
Phone
Fax
Email
EIN
Currency
Custom
Website
T&C Version
T&C Date
TIN Status

Primary Owner Data

Contact
Owner ID
Name
SSN
Date of Birth
Ownership Percent
Address
City
Zip
State
Country
Phone
Fax
Email
Drivers License Number
Drivers License State

Funds Data

Available Balance
Reserved Balance
Pending Balance
Total Balance

Merchant Data

Merchant ID
DBA
ApplePay Active
ApplePay Status
Date Created
Created by ID
Created by
Date Modified
Modified By
MCC
Date Boarded
Last Transaction Date
Date Established
Annual Card Sales
Average Ticket
Boarding Status
Discover Status
Status

Related Pages

The Merchants page links to the following other pages: