General (Merchant Account Mode)

Type: Form

Description: General business and contact information of the Merchant/Merchant Account.
Note: To access Merchant's general information use Merchant mode; to access Account's general information use Account mode.

Modes:

Ignore

Merchant

Merchant Account

Items:

Synchronize with external sources

Indicates whether the account is synchronized with external sources.

Save

Saves all changes on the form.

Closes the form without saving any changes.

Detail

Includes general information about the Merchant or Account within the system.

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Unique identifier of the merchant generated by the gateway.

References: Merchant.id

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Code

Optional identifier of the Merchant that can be used to cross-reference the Merchant record between multiple systems.

See Reference Code definition for additional information.

References: Merchant.code

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Name

DBA ("doing business as") name of the merchant. The value of this field is automatically copied from Business Name field on Business form (during both merchant information modify and merchant onboarding process).

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Active

Indicates whether the record is active and can process through the system.

References: Merchant.isActive

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Time Zone (Country)

Country code of the merchant's mailing address

References: Merchant Account.Country Code

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Time Zone

Represents the time zone associated with this merchant account.

References: Merchant Account.Time Zone Code

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Create Date

Date when the record was created.

References: Merchant.createDate

Contact Information

Includes contact information of the Merchant used to discuss any processing issues. In cases when a merchant is created via the Onboarding application or Onboarding Wizard form, info in this section is copied from the merchant's business information.

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Copy From

Copies the merchant's information from the selected source to the current one.

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business-info

Allows to copy the contact information from the business information.

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primary-owner

Allows to copy the contact information from the primary owner information.

Contact Name

Name of the primary business contact for the merchant.

References: Merchant.Contact Name

Street1

Street address (line 1) of the Merchant's postal address.

References: Merchant.Street1

Street2

Street address (line 2) of the Merchant's postal address.

References: Merchant.Street2

City

City of the Merchant's postal address.

References: Merchant.City

Country

Country code of the merchant.

References: Merchant.Country Code

State/Province/Region

State of the Merchant's postal address.

References: Merchant.State

Zip Code/Postal Code

ZIP code of Merchant's postal address.

References: Merchant.ZIP Code

Phone

Merchant's contact phone.

References: Merchant.Phone

Fax

Merchant's fax number.

References: Merchant.Fax

Merchant's contact email.

This value is used to send remittance statements.

References: Merchant.Email

Notes

Includes any notes related to this Merchant or Account in the system. The field is limited by 255 symbols for the merchant and 2000 symbols for the account.