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Underwriting of a merchant's business
Version:
V2.10.6528
Added on:
07/25/13
Difficulty:
Time:
30 min
Category:
Tutorials
Prerequisite Tutorials
Name
Added On
Difficulty
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.
Useful Terms
Merchant
Underwriting of a merchant's business
Are you ready?
In this tutorial we are going to learn how to configure underwriting for a
merchant
.
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
.
Select appropriate
Merchant
or
Merchant Account
in the top left section of the screen.
Click
Details
button to access popup menu listing various Merchant detail forms.
Choose
Provisioning
menu item to access Provisioning Wizard form. Start with the general tab.
Locate
Detail
and
Contact Information
groupboxes.
screenshot
Locate
Notes
groupbox and enter notes associated with the Merchant if needed.
Click
Next
button to proceed to the "business" tab.
Enter the business information along with the legal address and processing information into the corresponding groupboxes.
screenshot
Click
Next
button to proceed to the "owners" tab.
Enter the information regarding primary and secondary owner into the corresponding groupboxes or copy from the specific destination. Click the "next" button to proceed with the next step.
screenshot
Enter the information about the references provided by the merchants. Click the "next" button to proceed with the next step.
screenshot
Under the "deposit" tab enter the data regarding Bank Information, Bank Card Reserve, Refund Reserve and direct debit Reserve into the corresponding groupboxes.
screenshot
Choose
Provisioning
tab to access to Merchant's verification and view the results of background verification for business and owner.
Choose
Profiles
tab to access the setup of the processing.
You may now customize each type of the services.
screenshot
Click
Save
button to save all the changes on the form.
Congratulations, you are done!
You have learned how to configure underwriting for a merchant. Now you can do this by yourself.
Tags
Merchant perspective
View all available tutorials