Merchant Onboarding

Create merchant application

Applications created through the Dashboard utilize the -hosted merchant application. To create a merchant application:

1. Navigate to Merchant Management > Merchants and click the Add Merchant button
2. Enter the business name and business owner’s email
3. Select the region, payment methods, and merchant pricing
4. Click the Add Merchant button

Pre-fill merchant application (optional)

Merchant applications with the created or started status can be pre-filled and edited on behalf of the merchant. To edit the merchant application:

1. Navigate to Merchant Management > Merchants and select the desired merchant
2. Navigate to the Merchant App tab and click the Edit button
3. Edit the respective fields and click the Save and Continue button
4. Click Done Editing

Share merchant application

To share the merchant application with a business representative:

1. Navigate to Merchant Management > Merchants, locate the merchant, and click the Share icon
2. Enter the business representative’s email address
3. Click the Copy URL or Share Via Email button

Once shared, the merchant will be navigated to the -hosted application.

Complete merchant application

The business owner will be required set up a merchant account, fill out the merchant application, and upload any required documentation.

To monitor the progress of a merchant application:

1. Navigate to Merchant Management > Merchants and select the desired merchant
2. Navigate to the Merchant App tab