UniPay Gateway Documentation

Name	Added On	Difficulty	Time Required	Description
Creating a merchant with processing settings	06/13/14		30 mins	In this tutorial we are going to create a new Merchant using more elaborate process which involves configuring processes settings.

Are you ready?

In this tutorial you will learn how to create a Merchant Account using two different forms on Merchant perspective - "New Account (Extended)" and "Accounts" as well as copy contact information from the merchant or merchant account.
We will use the following parameters:

Merchant Account Name 1: My Second Account
Merchant Account Name 2: My Third Account
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.
Let's learn how to add a new Merchant Account using New Account (Extended) form.
Click Newbutton in the top left section of the screen.
Choose Account (Extended) menu item from the list.
Locate General groupbox
Enter My Second Account into the Nametextbox
Locate Contact Information groupbox
Click Copy Frombutton
Select a merchant or merchant account that you want to copy contact information from.
Click Savebutton
Now let's learn how to create a merchant account using Accounts form.
Click Accountsbutton in the top section of the screen.
Click Addbutton
Locate New Account groupbox
Enter My Third Account into the Nametextbox
Follow the same steps as in the creating a merchant account using New Account (Extended) form to copy contact information from another merchant or merchant account.
Click Savebutton
Congratulations, you are done!

You have learned how to create Merchant Account using two different forms on Merchant perspective.

Creating a new merchant account

Prerequisite Tutorials

Useful Terms

Creating a new merchant account

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