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
- Card Processing Templates
  - Configuring a Card Processing Template
  - Processor-Specific Fields
- Customer Invoicing
- ACH Templates
- Fraud Management Essentials Templates
- Payer Authentication Templates
- Token Management Service Templates
- Unified Checkout

Create Organizations
- Using the Business Center to Create a Merchant Account
  - Add Merchant Account Information
  - Set Up the Transacting Organization and Products
  - Configure Klarna Self-Enablement
  - Complete Data Collection
- Using the Business Center to Add an Additional Transacting Organization to an Existing Merchant Organization
  - Configure the Transacting Organization and Products

Using the Business Center to Search for Organizations
- Search Results
- Sort and Filter Search Results
- View an Organization's Hierarchy

Manage Organization Information Using the Business Center
- View and Edit an Organization's Business Details Using the Business Center
- View and Edit an Organization's Processor Details Using the Business Center

Update an Organization's Products Using the Business Center
- Add a Product to an Organization Using the Business Center
- Modify a Product for an Organization Using the Business Center
- Remove a Product from an Organization Using the Business Center

Using the Business Center to Change 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
- Click to Pay Drop-In UI
  - Add Click to Pay to a Merchant Account
  - Add Click to Pay Drop-In UI to an Existing Organization
  - Modify a Click to Pay Drop-In UI Configuration for an Organization
- Unified Checkout
  - Add Unified Checkout to a Merchant Account
  - Add Unified Checkout to an Existing Organization
  - Modify a Unified Checkout Configuration for an Organization
- Unified Click to Pay
  - Add Unified Click to Pay to a Merchant Account
  - Add Unified Click to Pay to an Existing Organization
  - Modify a Unified Click to Pay Configuration for an Organization
- Card Processing
  - American Express Direct
    - Add Card Processing with American Express Direct to an Organization
    - Modify an American Express Direct Card Processing Configuration for an Organization
  - Barclays HISO
    - Add Card Processing with Barclays HISO to an Organization
    - Modify a Barclays HISO Card Processing Configuration for an Organization
  - Barclays Merchant Services
    - Add Card Processing with Barclays Merchant Services to an Organization
    - Modify a Barclays Merchant Services Card Processing Configuration for an Organization
  - China UnionPay
    - Add Card Processing with China UnionPay to an Organization
    - Modify a China UnionPay Card Processing Configuration for an Organization
  - Elavon Americas
    - Add Card Processing with Elavon Americas to an Organization
    - Modify an Elavon Americas Card Processing Configuration for an Organization
  - eftpos
    - Add Card Processing with eftpos to an Organization
    - Modify an eftpos Card Processing Configuration for an Organization
  - FDC Nashville Global
    - Add Card Processing with FDC Nashville Global to an Organization
    - Modify an FDC Nashville Global Card Processing Configuration for an Organization
  - RuPay
    - Add Card Processing with RuPay to an Organization
    - Modify a RuPay Card Processing Configuration for an Organization
  - TSYS Acquiring Solutions
    - Add Card Processing with TSYS Acquiring Solutions to an Organization
    - Modify a TSYS Acquiring Solutions Card Processing Configuration for an Organization
  - Visa Platform Connect
    - Enable Card Processing for Visa Platform Connect
    - Add Card Processing with Visa Platform Connect to an Organization
    - Modify a Visa Platform Connect Card Processing Configuration for an Organization

Switch Merchants

Send a Registration Email

Extend the Hierarchy
- Hierarchy Example
- Using the Business Center to Add a Structural Organization to an Existing Merchant
  - Add a Structural Organization
  - Create a Transacting Organization and Products

Product Boarding Template Reference
- Card Processing Templates
  - Configuring a Card Processing Template
  - Processor-Specific Fields
- Customer Invoicing
- ACH Templates
- Fraud Management Essentials Templates
- Payer Authentication Templates
- Token Management Service Templates
- Unified Checkout

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

To enable Unified Checkout 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.

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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