Merchant Signup Form Details (F)

The Merchant Signup Form Details page contains the details of a previously saved signup form used to board a Merchant to the portal. On this page, you can edit the form details, find information about the business, and copy a link to reuse the signup form for a new merchant.

Navigate to the Merchant Signup Form Details page by following the steps below:

Step 1: Click on Signup Forms in the Forms category of the left hand navigation panel.
Step 2: Locate the saved form in the Merchants Tab Signup Forms Table.
Step 3: Click any information in the table row to open the Merchant Signup Form Details page.

Merchant Signup Form Features

Click here to view the features of the Merchant Signup Form page.

Copy Link and Preview Buttons

The Copy Link and Preview Buttons are located in the upper right hand corner of the page. Click the LINK button to create a copy of the link that you can send to a merchant directly or embed in your website. Click the EYE button to open a preview version of the form in a new web browser page.

Signup Form Box

The Signup Form Box is below the Copy Link and Preview Buttons, and contains a list of tabs on the left hand side of the box that contain details about the signup form. The tabs are described below. Click on any tab to view its contents.

Tip: Click the PENCIL icon in the upper right hand corner of the box to edit the content of any tab.

General Settings

The General Settings tab contains page configurations that change the visual properties of the signup form, including Page Settings, Header Fields, Color Styling, Fee Settings, Partner Configurations, and Merchant Login Configurations.

The Page Settings section contains the following information:

Page Settings Field Name	Description
Name	The name of the signup form.
Code (Autogenerated)	The autogenerated code related to the name of the signup form.
Signup Mode	The setting for the signup form. Choose from: None, Sandbox, or Production. In Sandbox, the form will be in a testing mode and won’t run real transactions. In Production, everything will be considered real and the accounts that are created will be live.
Inactive	Indicates whether the form is inactive. Choose from: Yes or No.

The Header Fields section contains the following information:

Header Fields Field Name	Description
Form Header	The text displayed in the form header.
Form Header Logo	Upload your business logo to be displayed in the form header.
Subtitle	An optional subtitle displayed below the header.
Text Preview Box	A preview of the text displayed in the form.

The Color Styling section contains the following information:

Color Styling Field Name	Description
Background Color	The hex code color displayed in the form background.
Text Color	The hex code color displayed in the form text.
Error Text Color	The hex code color displayed in any error text.

The Fees section contains the following information:

Fees Section Field Name

Description

Fee Collecting Entity

The name of the entity that will collect any fees associated with the merchant account.

Add Additional Fee Button

Click ADD ADDITIONAL FEE to add a line to the Fees Section. Enter the fee information in the additional fields. To add another fee, click ADD ADDITIONAL FEE again. To remove a fee, click the TRASHCAN icon to the right of the fee.

Note that you must click the PENCIL icon in the upper right hand corner of the box to use the Add Additional Fee button.

The Partner Configuration section contains the following information:

Partner Configuration Section Field Name	Description
API Key	The API key generated by the Payrix Portal.
Merchant’s Group	The name of the Group associated with the Merchant.
Parent Login	The Login ID for the Parent (Facilitator or Referrer).

The Merchant Login Configurations section contains the following information:

Merchant Login Configuration Section Field Name	Description
Portal Access	Indicates whether the merchant will have portal access after signup. Choose from: Yes or No.
Login	The login user ID for the Merchant.
Access Template	A template of user permissions to assign to the login that a user creates. Click the drop down menu to choose a previously saved Access Template or click ADD A TEMPLATE in the top of the drop down to create a new template later.
Signup Complete Redirect	Indicates where the Merchant’s web browser will be directed once signup is complete. Choose from: No Redirect, Login Page, Custom URL, Custom Page.
Teams	Indicates any Team that the Merchant will be added to once signup is complete.

Business Info

The Business Info tab allows you to configure what information the signup form will require about the business, and includes the following information:

Business Info Tab Field Name	Description
Business Field Configurations	A list of business configurations that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes. The Business Field Configurations include the following options: Business Type (e.g. LLC) This is a public company Website Industry DBA - Statement Descriptor Customer Service Phone EIN for Sole Prop Entities Environment Business Description Secondary Payout Descriptor Date Business Established PCI Section Percent B2B Sales Percent Ecomm Transactions Percent Keyed Transactions Advanced Billing Indicator NDX Shipping days Seasonal Status Location Type New AMEX Volume Total Volume Custom Description IRS Filing Name EIN Type
Available MCCs	Displays any Merchant Category Codes (MCCs) associated with the signup form. Choose a MCC from the drop down list.
Countries	The countries where the signup form can be used. Choose from: United States or Canada.
Custom Fields	Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Ownership Info

The Ownership Info tab allows you to configure what information the signup form will require about the primary owner of the business, and includes the following information:

Ownership Info Tab Field Name

Description

Principle Field Configurations

A list of configurations about the primary owner that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes.

The Ownership Field Configurations include the following options:

SSN
Politically Exposed Person
Citizenship

Login Confirmation Message

A customized message that the business owner views following login.

Custom Fields

Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Banking Info

The Banking Info tab allows you to configure what information the signup form will require about the business’s banking information, and includes the following details:

Banking Info Tab Field Name	Description
Business Field Configurations	A list of configurations about the business’s banking information that can be added to the signup form. Click the PENCIL icon in the upper right hand corner of the page, then toggle individual configurations on or off to customize the form. Click the CHECKMARK icon in the upper right hand corner of the page to save your changes. The Business Field Configurations include the following options: Plaid Enable Document Upload Allow Multiple Bank Accounts
Banking Documentation Custom Message	A custom message to confirm the receipt of the bank account supporting documentation.
Banking Documentation Document Type	The type of document required to verify bank information. Choose from: General Personal ID Company ID Voided Check Bank Statement Bank Letter Contract
Banking Documentation Required	Indicates whether supporting documentation is required to verify the new/updated bank account.
Banking Documentation Add Document	To add a new document type, click ADD DOCUMENT and enter the required information. Add an additional field by clicking ADD DOCUMENT again. Remove a document type by clicking the TRASHCAN icon to the right of the field.
Custom Fields	Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Terms and Disclosures

The Terms and Disclosures tab allows you to customize the Terms and Conditions and other agreements necessary for Merchant signup.

Note: For more information on Terms and Conditions, see the Terms and Conditions and Terms and Conditions Types pages.

The Terms and Disclosures tab includes the following details:

Terms and Disclosures Tab Field Name	Description
Terms and Conditions	A list of customizable fields related to the Terms and Conditions for signup, including the following items: Signature Field Document Upload Bank Disclosure Terms Suffix Terms and Conditions Saved Document
Custom Agreement	Personalized text related to signup agreements.
General Documents	Other documents related to signup agreements. To add a new document, click ADD DOCUMENT and enter the required information. Add an additional document by clicking ADD DOCUMENT again. Remove a document by clicking the TRASHCAN icon to the right of the document.
Custom Fields	Any custom fields that you add to the form. To add a new custom field, click ADD CUSTOM FIELD and enter the required information. Add an additional field by clicking ADD CUSTOM FIELD again. Remove a custom field by clicking the TRASHCAN icon to the right of the custom field.

Code Submissions

The Code Submission section displays information about any previously submitted forms, including the following details:

Code Submissions Tab Field Name	Description
Created	The date that the signup form was submitted.
Status	The status of the signup form submission.
Entity	The entity that submitted the form.
IP Address	The IP address associated with the submission.
User Agent	The HTTP header that identifies the user responsible for submitting the form.

Related Pages

Click the links or items in the page to access any of the following pages: