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  1. Merchant Onboarding

Merchant Lifecycle

PreviousPartner's Onboarding UINextOnboarding to Partner Relationships

Last updated 9 months ago

Status

The Merchants table Status column indicates the merchant's stage in the lifecycle. There are multiple options in the workflow:

  1. Editing

    • Merchant is applying and/or editing application

  2. In Review

    • Applied for merchant status and in review

  3. Submitted to PE

    • Review completed, awaiting processor approval

  4. Active

    • Merchant is active and can process transactions

  5. Declined

    • Merchant application was declined

  6. Suspended

    • Merchant is suspended

You can view the merchant overview by clicking on the row.

Editing Status

The EDIT button next to the status provides the ability to makes changes.

In sandbox mode, you can edit merchant status to any other stages of the workflow.