Business Details

The Business Details section is always required and contains general information about the merchant business. Information collected in this section would be items such as legal and DBA (doing business as) names of the merchant, addresses, contact information, description of products or services sold, etc.
Property
Description
name
required
Business legal name
address_street
required
Business address
address_unit
optional
Add suite / unit number if applicable
address_city
required
The city for the address
address_state
required
The state for the address. Get the list of states from here
address_zip
required
The 5-digit or ZIP+4 code for the address
address_type
optional
Either Business or Residential. Default to Business
business_establishment_year
optional
Only required for Sole Proprietorship
website
optional
Required if eCommerce is one of the credit card processing methods. This property may be used to provide a default website for a merchant that may not have their own website.
Property
Description
name
required
If DBA info is different than legal, enter dba name here
address_street
required
DBA Address
address_unit
optional
Add DBA suite / unit number if applicable
address_city
required
DBA City
address_state
required
DBA State
address_zip
required
DBA Zip

Business Information

Property
Description
dba_same_as_legal
required
DBA stands for “doing business as.” If you conduct business under a name other than your legal name, select no and enter the associated details mentioned above
business_phone_no
required
Business phone number
website
optional
Business website
email
required
Business email address.
business_age_years
required
The number of years that the business has been owned by the merchant.
business_age_months
required
The number of months the merchant has owned the business (in addition to the number of years).
business_description
required
Description of products or services sold
how_products_delivered
required
How are products delivered?
return_policy
required
What is your return policy?
tax_exempt
required
Is business tax exempt? true/false
type_of_tax_id
required
SSN or EIN
tax_identification_number
required
enter number based on previous selection
company_annual_revenue
required
Annual Revenue
place_of_issuance
required
Place of issuance (State)
aoi_date
required
Article of Incorporation Date
aoi_month
required
Article of Incorporation Month
aoi_year
required
Article of Incorporation Year
how_many_days
required
How many days does it take for the cardholder to receive their product or completed service?

Processing Information

Property
Description
accepted_transaction_types
required
Type of payments accepted? Credit/Debit and/or ACH
["CC_DC", "ACH"]
number_of_locations
required
Number of locations
b2b_percentage
required
Business to business percentage