The Merchant Details page is the central place for viewing and managing the merchant's transactions and other data.
The page can be opened from the My Merchants page by clicking on any merchant in the merchant list, and also from other locations in the system.
Below is a screenshot of the Merchant Details page:
The page includes several tabs (such as Deposits, Account Status, Memos, Financials, etc.) that are set to retrieve data from the integrated processor every day.
If you need to locate a specific transaction in the merchant reports simply click the Find a Transaction button and locate the transaction using either the Card Number or the Auth Code:
For more information on the supported processors please see our knowledge base section on Integration Guides.
To view a merchant's residuals profitability simply click on the dollar icon near the top of the page, and a detailed profitability report will be displayed in a popup window:
More info: Merchant Residuals Profitability
Click on the briefcase icon to view the merchant's users' activity or to invite new users to the CRM:
To edit the merchant and set up user splits click on the merchant's MID number:
More info: Manage Merchant Settings
You can use the Merchant Actions button in the top-right corner to perform quick tasks such as adding an appointment or creating a ticket: