Track Pending Merchants
The Track Pending Merchants page displays a searchable list of merchant entities that are in the process of being boarded.
Navigate to the Track Pending Merchants page by following the steps below:
Step 1: Navigate to Merchants in the Management category in the left hand navigation panel.
Step 2: Click the PLUS icon next to Merchants to open a drop down menu.
Step 3: Click TRACK PENDING MERCHANTS in the drop down menu to open the page.
Track Pending Merchants Features
Pending Merchants Table
The Pending Merchants table displays a list of your merchants that have been boarded recently. The table includes the following columns:
Pending Merchant Table Column Name
The date that the merchant entity boarding status was requested.
The portfolio name that includes all merchants associated with a referrer-level account.
Merchant Business Name
The name of the merchant.
The status of the merchant account: Pending, New Info Received, Approved.
The URL for the merchant boarding application.
The name of the person that approved the boarding application.
Pending Merchant Table Actions
The Pending Merchant table supports the following actions:
Search the list of pending merchants by typing a search term in to the search field in the upper left hand corner of the Track Pending Merchants page.
Filter the list of pending merchants by following the steps below:
Step 1: Click the FILTER BY STATUS drop down menu at the top left hand corner of the table.
Step 2: Select one or more of the available status options.
Step 3: Click the purple SEARCH button next to the drop down menu, and the list will refresh to show only those merchants that match the selected status option(s).
Click the links or items in the Track Pending Merchants page to access any of the following pages: