Merchants

The Merchants page allows resellers to view, create, and manage merchant accounts under their hierarchy. This page provides all the tools needed to support merchant onboarding, configure merchant-level features, and maintain business details for the merchants you oversee.

What You Can Do on the Merchants Page

  • View all merchant accounts to browse and review merchant details within your reseller hierarchy

  • Create new merchant accounts and set up their core business and processing details

  • Modify merchant settings to update business information, contact details, or supported features

  • Log into a merchant’s portal for troubleshooting, configuration assistance, or support purposes

  • Configure Virtual Terminal options to control which fields and transaction types merchant users can access

  • Manage processor profiles to define how merchants route and process transactions

  • Enable merchant-level features such as:

    • Custom Fields
    • Order Data Defaults
    • Fraud Control
    • Quick Pay
    • Hosted Payment Page
  • Adjust card and address verification settings, including AVS/CVV response handling

  • Set up auto-settlement behavior and duplicate-check preferences

  • Add or manage registers used to categorize transaction sources

Common Scenarios and Merchant Configuration References