The Active Merchant page of your Reseller Console allows you to monitor and manage all of the active merchants in your system. You can search your merchant list for a specific merchant by company or contact name.
The list of merchants is sorted by Company (default), Contact, Credit Card Processing Platform, or the date on which the application was last updated. Click the column header to reorder the list. The total number of active merchants currently in the system is displayed to the top right of the column headers.
If your account is enabled for multiple resellers, the bar at the top of the merchant application list will alert you to which reseller accounts are being reported on in the merchant application tracking system.
To change which resellers are included in this section, click on the bar and you will be able to move resellers from a list of “available resellers” to “selected resellers” and vice versa.
Simply click on the reseller that you would like to add or remove from the track applications list and click on the corresponding button. When you have selected the desired resellers to include in the “selected resellers” list, simply click the save button to preserve your changes and return to the list of applications. If you do not wish to save your changes, click Cancel and your changes will be discarded and you will be returned to the list of merchant applications.
To view a specific merchant application, click on the View button to the right. You will be taken to a screen displaying multiple tabs containing different types of the merchant's information: General, Accounts, Billing, Features, Equipment, and Notes.
If you have the correct permissions, you can also edit merchant information from this screen. Not all tabs are available to view for all merchants.
The general tab displays basic information about the merchant account with contact information listed on the left and relevant account information on the right including the merchant's processing status, batch settings, and customer database status.
|Merch ID||Gateway assigned merchant identification number|
|Contact||contact person at merchant company|
|Company||name of merchant company|
|Street||company street address|
|Street 2||additional street address information|
|Zip||company zip code|
|primary company email address|
|Alt Email||alternate company email address|
|Fax||company fax number|
|Phone||company telephone number|
|Mobile||company/contact mobile telephone number|
|General Account Details|
|Call In Pass||Merchant account call in password (if any)|
|Activated||date on which merchant account was activated|
|Processing Enabled||denotes whether account has been enabled for processing|
|Reseller||sub-reseller assigned to merchant account|
|Batches||click the batched button to view current merchant account batch list|
|Auto Close Batches Every||select how often batches will auto close - choices are: Never (default), Specific time (then set time), 6 hours, 12 hours, 24 hours, 36 hours, 48 hours, 72 hours|
|Expire Auths After||select how long an authorization (Auth Only) remains valid - choices are: 24 hours, 5 days, 10 days, 15 days, 20 days, 25 days, 30 days|
|Customer Database/Recurring Billing|
|Times to Retry||select number of times to retry processing for recurring billing charges - choices are: 0, 1, 2, 3, 4, 5|
|Run Billing At||time at which recurring billing charges are set to run, can be set for any time on a 24 hour clock|
The accounts tab includes all relevant merchant credit card, check, debit, and direct payment processing. If you have the necessary permissions to make changes to this tab, you will be able to adjust the settings for the merchants processing capabilities including platform, industry, accepted currencies, and processor specific details such as identification numbers, permissions and PINs.
The billing tab details scheduled charges billed to the merchant on an ongoing basis including Monthly Recurring Charges, Annual Charges, and Usage Based Fees. These charges are displayed in a table with columns for Next (next scheduled billing date), Schedule (how frequently the charge occurs), Details (description of the charge), Merchant Rate (amount billed to merchant), Reseller Rate (cost to reseller) and Bill To (denotes who is charged for the fee - M for Merchant, R for reseller, etc.).