UniPay Gateway Documentation

Name	Added On	Time Required	Description
Logging in and navigating the application	06/29/13	15 mins	Quick tutorial for those completely unfamiliar with the application. In this tutorial you will learn how to log in the application and navigate the user interface.
Navigating Merchant perspective	08/01/13	15 mins	This tutorial is aimed at showing how to navigate Merchant Perspective based on Merchant_Selection.
Creating a merchant (basic)	06/10/14	15 mins	This tutorial will teach you how to create a new Merchant and configure its settings.

Are you ready?

In this tutorial we are going to learn how to create a new merchant and configure its processing settings. In this example, we will configure real-time, batch and tokenization processing through the internal processing emulation system (known as proxy). Also, we will learn how to send merchant agreement to the creator.
We will use the following parameters:

Name: My Second Merchant
Code: MP002

Contact Information:
John Smith
300 5th Ave
New York, NY 10001
john.smith@email.com

Accounts: Multiple
Tax IDs: Single
Descriptors: Single
Deposit Accounts: Single
Monthly Fees: Per Merchant

Legal Name: My Company LLC
Federal Tax ID: 123456789

Configuration: Proxy
Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
Click Newbutton in the top left section of the screen.
Choose Merchant (Extended) menu item from the list.
Locate Create Merchant Settings groupbox
Locate Send agreement to Merchan... checkbox and check it. Select Creator radio button to send the agreement to the creator.

Note: To learn how to activate the merchant, review How to activate your account tutorial.
Locate Configure Remittance checkbox to uncheck it since we are using internal processing emulation system.
Locate Merchant groupbox
Locate Profile groupbox
Click Multiple radio button for Accounts.
Click Single radio button for Tax IDs.
Click Single radio button for Descriptors.
Click Single radio button for Deposit Accounts.
Locate Recurring Fees: label - Per Merchant shoud be greyed out automatically after step 13.
Locate General groupbox
Enter MP002 into the Codetextbox
Enter My Second Merchant into the Nametextbox
Locate Password textbox and enter or generate password.

Note: If you entered your own password, you have to confirm it manually using the Confirm password field. If you chose system generated password, it will be confirmed automatically.
Locate Contact Information groupbox
Enter John Smith into the Contact Nametextbox
Enter 300 5th Ave into the Street 1textbox
Enter New York into the Citytextbox
Select United States in Countrydropdown
Select New York in State/Province/Regiondropdown
Enter 10001 into the ZIP Code/Postal Codetextbox
Locate Business Info groupbox
Enter My Company LLC into the Legal Nametextbox
Enter 123456789 into the Federal Tax IDtextbox
Locate Configuration groupbox
Locate [configurations list] dropdown and select Proxy from the list. All profiles included into Proxy configuration should now be visible on the screen.

All profiles that we need for our sample merchant are activated. However, when using a configuration other than Proxy, you will have to enter merchant IDs and other settings that were given to you by a processor or a bank.
Click Savebutton
Congratulations, you are done!

You have learned how to create and configure a new merchant. Now, let’s learn how to create a new reseller.

Name	Added On	Time Required	Description
Creating a reseller	06/10/14	15 mins	This tutorial will teach you how to create a new Reseller and configure its settings.
Creating a merchant with remittance settings	06/16/14	30 mins	In this tutorial we are going to create a new Merchant with extended settings.
Creating a new merchant account	10/16/14	15 mins	This tutorial will teach ypu how to to create a Merchant Account using two different forms on Merchant perspective - "New Account (Extended)" and "Accounts".

Creating a merchant with processing settings

Prerequisite Tutorials

Useful Terms

Creating a merchant with processing settings

Related Tutorials

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