for developers and administrators
User Interface Reference
Resources (Directory Structure)
Zip and Country Codes
Supported Providers (Banks & Networks)
UniPay Codes & Code Mappings
Integrated 3rd Party Libraries
Diagrams and Documents
This section only
Creating a Merchant
Managing common merchant activity
Using recurring module
Managing remittance processes
In this lesson you will learn how to access user interface of your gateway and how to do basic navigation.
Creating a Merchant
In this lesson you will learn how to create a
and configure its remmittance and processing settings.
Let's start by learning some terms related to Merchant and Merchant Account.
represents a customer (tenant) within the system. Serves as a logical grouping of data and configuration settings.
is the subunit of a Merchant. Can represent location, store, club or department.
Merchant Account Code
is a set of configuration settings that can be defined either on Merchant or Merchant Account level. Unlike Merchant Account Profile, which defines processing settings, includes settings related to remittance and commissions.
is a set of parameters that are used to govern the setup of the merchant with the respect to its merchant account, merchant IDs, descriptors and deposit accounts. It comprises 5 parameters, defining of which will make it possible to determine how the merchant / merchant account should be configured.
guide. This guide will help you to understand better what Merchant Profile is and what Merchant Profile settings are applicable for your business.
Now that you have enough knowledge about the Merchant, let's create our first Merchant with the following easy-to-do tutorial.
How to create a basic Merchant
To process transaction, a profile must be set up for a respective processor.
Creating a new processor's profile
How to copy processor's profile settings
The gateway allows to test your integration using
). It emulates particular responses depending on the incoming values.
Creating a test merchant
tutorial to learn how to test your integration using host emulator.
Now you are ready to get deeper knowledge about Merchant Settings. Let's review some additional terms.
define how a transaction is going to be processed. These settings include configurations of provider profiles used to process transactions as well as various types of settings around settlement, cut-off times, etc.
define how remittance processing is going to happen and how funding of the merchant is going to occur. These settings include deposit account information (where the money should go) reserves, merchant fees, etc.
Let's continue our lesson with tutorials that are aimed at teaching you to practice how to create a merchant with processing/remmittance settings, as well as modify an existent merchant.
How to create a Merchant with processing settings
How to create a Merchant with remmittance settings
Modifying a Merchant
Note that viewing and modifying processing and remmittance settings depends on the scope that you use such as merchant or merchant account scope. This is done to accommodate various types of business needs. To understand this better, review our
View all available lesson plans
UniPay - Payment Gateway Software
All Logos and Trademarks used or mentioned on this page are copyrighted property of their respective owners and are used for display purposes only.