New Account

Type:    Form
Description: Provides access to various settings for creating a new Merchant Account.
Items:

Synchronize with external sources
Indicates whether the account is synchronized with external sources.
Save
Saves all changes on the form.
Close
Closes the form without saving any changes.

New Account

Includes general information about new Merchant Account within the system.
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ID
Identifier of the object used for references; auto-incremented integer value.
References: Merchant Account Activity.Id
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Get Next Available Account Code
Allows to get the next available account code for a new account.
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Code
Unique identifier of the merchant account generated by the system, divisible by 1000.
References: Merchant Account.Code
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Name
The DBA name of the merchant
References: Merchant Account.Name
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Active
Indicates whether the record is active in the system.
References: Merchant Account.Is Active
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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 Account.Create Date

Notes

Includes any additional notes related to a new account.

Contact Information

Includes contact information of new account to be used to discuss any processing issues.
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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 contact information from the business information.
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primary-owner
Allows to copy contact information from the primary owner information.
Contact Name
Name of the contact person for this merchant account.
References: Merchant Account.Contact Name
Street1
Street1 of the merchant's mailing address
References: Merchant Account.Street1
Street2
Street2 of the merchant's mailing address
References: Merchant Account.Street2
City
City of the merchant's mailing address
References: Merchant Account.City
Country
Country code of the merchant's mailing address
References: Merchant Account.Country Code
State
State code of the merchant's mailing address
References: Merchant Account.State
ZIP Code
ZIP code of the merchant's mailing address.
References: Merchant Account.ZIP Code
Phone
Phone number associated with this merchant account
References: Merchant Account.Phone
Fax
Fax number associated with this merchant account
References: Merchant Account.Fax
Email
Email associated with this merchant account
References: Merchant Account.Email