• Overview
• Edit Merchant Information
• Use Merchant Actions
• View Merchant History
• Update Merchant Account Data Manually
• Send a Welcome Email to the Merchant
• Invite New Merchant Users
• Manage Merchant Access Permissions

Overview

The Manage Merchant page is used to review and manage a merchant's basic account information.

From this page, you can also:

• Perform merchant actions such as creating a ticket, appointment, etc.
• Update merchant data feeds
• Send merchant welcome emails
• Send invites to additional merchant users
• Manage merchant access permissions

To open the page, click the merchant's MID number on the Merchant Details page.

The Manage Merchant page appears as shown in the example below.

Edit Merchant Information

To update the merchant's basic information, click the Edit Merchant button in the top-right corner of the page.

The merchant information popup will open, where you can update the merchant details.

Use Merchant Actions

Use the Merchant Actions button to perform additional actions for the merchant, such as adding an appointment or creating a new ticket.

View Merchant History

To audit the merchant's activity history, click the history button next to the merchant's DBA name.

The merchant activity history will open in a popup window.

Update Merchant Account Data Manually

The Manual Account Update section allows you to manually retrieve the merchant's account information or statements. This can be useful when a daily data feed did not process successfully or when you need to refresh the merchant's data manually.

To view the most recent merchant data refresh, click the Show Last Updates button.

The latest update details will be displayed as shown in the example below.

Send a Welcome Email to the Merchant

The Welcome Email section allows you to send a welcome email to the merchant using a predefined email template.

More info: Sending Merchant Welcome Letters

Invite New Merchant Users

The Merchant User Invitation section allows you to add new users under the merchant account in the CRM.

To send an invitation, enter the new user's email address and click the Invite button.

Sent invitations are tracked in the invite history.

Manage Merchant Access Permissions

The Merchant Access Permissions section allows you to assign CRM users to the merchant and manage residuals user splits.