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Creating a new merchant account

Version: V3.2.7551
Added on: 10/16/14
Time: 15 min
Category: Tutorials

Prerequisite Tutorials

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.

Useful Terms

Account     Account Group    

Creating a new merchant account

  1. 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
  2. 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.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Let's learn how to add a new Merchant Account using New Account (Extended) form.
  5. Click   Newbutton in the top left section of the screen.
  6. Choose   Account (Extended)  menu item  from the list.
  7. Locate   General  groupbox
  8. Enter My Second Account into the Nametextbox
  9. Locate   Contact Information  groupbox
  10. Click   Copy Frombutton
  11. Select a merchant or merchant account that you want to copy contact information from.
  12. Click   Savebutton
  13. Now let's learn how to create a merchant account using Accounts form.
  14. Click   Accountsbutton in the top section of the screen.
  15. Click   Addbutton
  16. Locate   New Account  groupbox
  17. Enter My Third Account into the Nametextbox
  18. 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.
  19. Click   Savebutton
  20. Congratulations, you are done!

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