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 about 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 panel.
Merchants Page Features
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.
The name of the person established as primary contact for that merchant.
The status of the entity associated with the merchant: active or inactive.
The date that the merchant was added.
The account balance for the merchant.
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.
Customize Your Merchant Table View
You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.
Expand the section below to view a complete list of the data that you can display on the Merchants Table:
Legal Business Name
Primary Owner Data
Date of Birth
Drivers License Number
Drivers License State
Created by ID
Last Transaction Date
Annual Card Sales
The Merchants page links to the following other pages: