Online Help

Managing Merchants

To view and edit the configuration for your merchants:
  1. Choose
    Merchants
    Manage Merchants
    .
  2. To refer merchants,
    click
    click or tap
    tap
    Refer merchants
    .

    Step Result

    The
    Refer Merchants
    page
    page or screen
    screen
     appears. See Referring a Merchant for more information.
  3. Enter your search criteria in the Search Merchants box. You can search by either merchant name, gateway ID, or reference ID. You can also use the quick filters to narrow the search results to merchant accounts that are active, pending activation, past due, or deactivated.
  4. To display additional search results,
    use the pagination buttons at the bottom-left corner of the page.
    click or tap
    Show More
     at the bottom of the screen.
    tap
    Show More
     at the bottom of the screen.
  5. To sort the search results,
    click
    click or tap
    tap
     the column headings.

    Step Result

    Sortable column headings include:
    • Merchant Name
    • Gateway ID
    • Date Created
  6. If the merchant has not yet activated their payment gateway account and the previous link has expired,
    click
    click or tap
    tap
    Resend activation link
     under the Actions column to resend the activation link email.
  7. Click
    Click or tap
    Tap
     the name of the merchant that you wish to manage.
  8. To resend the activation link, click
    Resend activation link
    .
  9. To adjust merchant pricing, click
    Adjust merchant pricing
    .
  10. To edit the merchant account information,
    click
    click or tap
    tap
    Edit
    .
    1. Edit the reference ID.
    2. Edit the sales rep ID.
    3. Edit the business name.
    4. Select a Merchant Category Code (MCC) from the drop-down menu.
    5. Select a market type from the drop-down menu.
    6. Edit the website address.
    7. Edit the business address.

      ADDITIONAL INFORMATION

      You can use English and French characters for the address fields.
    8. Edit the owner information.

      ADDITIONAL INFORMATION

      You can use English and French characters for the owner first and last name.
      IMPORTANT
      If you need to update the email address to resend the activation link, switch to the classic interface. This feature will be enhanced in a later update. For more information on how to switch to the classic interface, see Toggling Between Classic and New Authorize.net.
  11. To view the pricing for a given product,
    click
    click or tap
    tap
    See pricing
    .
  12. Edit the configuration for card processing:
    1. Click
      Click or tap
      Tap
      View/edit configuration
      .
    2. Update the processor, credentials, and accepted card types as needed.
    3. Click
      Click or tap
      Tap
      Save
       when you have updated the merchant account information. Or,
      click
      click or tap
      tap
      Cancel
       if you do not wish to save your changes.