Merchants

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

To access the Merchants page, click Merchants under Management in the left navigation panel.

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.

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 the 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.

Access the Merchant Account Overview

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

Related Pages

The Merchants page links to the following other pages: