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The below will highlight all touchpoints of the Payments Onboarding Case type and what fields Onboarder’s are responsible for filling out.

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Feed

• Enter all notes and customer contact attempts in this section.
• Calls logged should also appear here.
• Emails to customer’s through here

Status

• Update the status of the account as the case progresses.

Next Step

• Enter your most recent notes/outreach to customer

Merchant ID Details

• This is where you will enter the Merchants ID - if it is already under the parent account it should populate automatically. —- If it is not, you will need to click new and create from scratch to the end add before closing the case.

Payments Information

• Processing Partner
  • The processor the app was sent via (Adyen, Ziosk, Wp)
• Payment Device
  • Corresponding pinpad compatible with the software/processor combo (view pinpad matrix for help)
• Payment Device Condition
  • New or Used (typically new)
• Pinpad RMA Required
  • Click for processor swap case types