The Profile page is used for internal users, and the merchant, to view basic account details and to perform simple actions such as pairing a terminal or updating the bank account.
To navigate here, click on Account at the top-right hand corner of the portal. Then click ‘Profile’.
This section provides basic account information such as the Name, Country, Currency, etc. Depending on your permission level, you may be able to see varying levels of details.
Name: The name of the business
Country: The country the merchant operates in
Currency: The currency deposits are paid out in
<aside> 💡 Note: Accounts can accept payments from most major currencies but they will be converted prior to being deposited. For example, an account in the United States can accept cards from Canada however the funds will be converted to USD before being paid out.
</aside>
Type: The type of business they registered (ex. Sole Proprietor vs Corporation)
ID: The account ID used by the point-of-sale
Account ID: Otherwise known as a Merchant Account ID (MID) this is the primary identifier we use for payment accounts
Status: The account status
MCC Code: A way to identify the merchant’s industry
Sweep Status: Identifies whether or not deposits are setup and active
Sweep Trigger Amount: Defines the amount at which the next deposit will be paid out. For example, if they receive a chargeback and owe $100 then they won’t receive a payout until they’ve processed at least that amount.
It is important to note that even if everything is setup correctly in the payments profile, sometimes the POS Software sets and requires this information. If everything looks correct in the profile, make sure that the POS settings are all up to date and accurate for that particular store. For instance, it is worth checking if country, state, and other location settings are set correctly.
At the top of the page, the merchant’s business name and status can be seen. There are three statuses:
If the merchant has never completed the account, you can walk them through the steps here:
If they merchant is having trouble uploading documents or getting their account verified you can reference this article:
Troubleshooting the Onboarding Application
This section outlines the current pricing of the account.
<aside> 💡 Note: Only certain permission roles can edit pricing.
</aside>
This section displays all the current onboarding application requirements. If an account needs more information or hasn’t filled out their onboarding application then the required fields will be displayed here with the link to update the information.
<aside> 💡 Note: It is possible for a store to start processing and then have additional requirements needed after the fact. This may be due to a change in transaction volume, new security information requirements, or recent business changes.
</aside>
This section lists the current active bank account used for deposits with the ability to edit it. It is important to note that Stripe accounts cannot be edited through the payments portal, however, Adyen accounts can be edited through the payments portal.
<aside> ‼️ Warning: If a merchant edits the bank account, they will move into a Restricted status until we can verify the new account which may take up to 24 hours. There is no way to expedite this process. They should only edit the bank account if they are not expecting to process transactions that day.
</aside>
Each terminal must be associated with a physical location and should be linked to the address a terminal is being used at. In addition, each location is associated with approved payment methods so so we can see which payment methods can be accepted at this location.
This section is used to enable Donations or Tips and configure any associated settings with those features.
<aside> 💡 Note: This must be approved and integrated at the platform level before the merchant can use these features.
</aside>
This section lists all successfully paired terminals to the account. Review the following page to see how to configure terminals.
In some cases, accounts may have multiple locations which require multiple processing accounts. In those cases, this setting allows stores to create multiple accounts and easily switch between them to view reports, manage users, etc.