API Overview

Merchant Boarding User Guide
- Recent Revisions to This Document
- VISA Platform Connect: Specifications and Conditions for Resellers/Partners

Introduction to the Boarding Registration Service
- Requirements
- Understanding Accounts and Organizations
- Understanding Organization IDs
- Configure a Single Merchant
- Configure Multiple Merchants
- Configure Multiple Merchants with an Extended Hierarchy

Product Templates
- Template Components
- Products

Using Templates
- Retrieving Templates
- Add Templates
- Editing Templates
- Deleting Templates
- Setting the Default Template

Product Boarding Template Reference
- Account Updater Templates
- Card Processing Templates
  - Configuring a Card Processing Template
  - Processor-Specific Fields
- Customer Invoicing
- ACH Templates
- Fraud Management Essentials Templates
- Gift Card Templates
- Payer Authentication Templates
- Pay By Link
- Secure Acceptance Templates
- Token Management Service Templates
- Unified Checkout Integration
- Virtual Terminal Templates

Create Organizations
- Create a Merchant Account
  - Add Merchant Account Information
  - Set Up the Transacting Organization and Products
- Add an Additional Transacting Organization to an Existing Merchant Organization
  - Configure the Transacting Organization and Products

Searching for Organizations
- Search Results
- Sorting and Filtering Search Results
- Viewing an Organization's Hierarchy

Managing Organization Information
- Viewing and Editing an Organization's Business Details
- Viewing and Editing an Organization's Processor Details

Updating an Organization's Products
- Adding a Product to an Organization (Version 2)
- Modifying a Product for an Organization (Version 2)
- Removing a Product from an Organization (Version 2)

Changing an Organization's Status

Product Enablement and Configuration
- Enablement-Only Products
  - Add an Enablement-Only Product to an Organization
- Alternative Payments
  - Add Alternative Payments to a Merchant Account
  - Add Alternative Payments with Self-Enablement to an Organization
  - Add Alternative Payments to an Existing Organization
  - Modify an Alternative Payment Methods Configuration for an Organization
- Payer Authentication
  - Add Payer Authentication to a Merchant Account
  - Add Payer Authentication to an Existing Organization
  - Modify a Payer Authentication Configuration for an Organization
- Token Management Service
  - Token Vault Management
    - Token Requestor IDs
    - Configure the Token Vault Settings Using the Business Center
    - Configure the Token Vault Access Using the Business Center
  - Add TMS to a Merchant Account
  - Add TMS to an Existing Organization

Switching Merchants

Sending a Registration Email

Extend the Hierarchy
- Hierarchy Example
- Adding a Structural Organization to an Existing Merchant
  - Adding the Structural Organization
  - Creating a Transacting Organization and Products

Product Boarding Template Reference
- Account Updater Templates
- Card Processing Templates
  - Configuring a Card Processing Template
  - Processor-Specific Fields
- Customer Invoicing
- ACH Templates
- Fraud Management Essentials Templates
- Gift Card Templates
- Payer Authentication Templates
- Pay By Link
- Secure Acceptance Templates
- Token Management Service Templates
- Unified Checkout Integration
- Virtual Terminal Templates

ISO Standard Currency Codes

Reason Codes

On This Page

Customer Invoicing

Customer Invoicing allows merchants to create and manage invoices, send customers links to invoices, securely collect payments for invoices.

Prerequisites

Unified Checkout Integration must be enabled for the merchant. Before Unified Checkout Integration can be enabled for a merchant, it must be enabled at the portfolio level.

To enable Unified Checkout Integration at the portfolio level, talk to your sales representative.

Customer Invoicing must be enabled at the portfolio level before in can be added to merchant accounts. To enable at Customer Invoicing at the portfolio level, contact your sales representative.

Enabling Customer Invoicing on the Business Center

Before you can add Customer Invoicing, Unified Checkout must be added to the merchant account. To add Unified Checkout, see: Unified Checkout Integration.

Navigate to the Merchant Details Page within Portfolio Management.

Click the

Add products

button.

Select

Customer Invoicing

, and click the

Add

button.

Customer Invoicing should appear on the Merchant's product list.

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