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.
Partial view of the Merchants page, showing the Merchant Data Banner and the Merchants Table.
Merchants Page Features
Click here to view the features of the Merchants page.
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
Description
Legal Business Name
The merchant’s business name.
Contact
The name of the person established as 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.
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 Profile 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:
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:
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