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Creating New Merchant Accounts

Adding a merchant requires templates for your enabled services. The
Business Center
 provides default templates, but you can also create unique templates for your organization's requirements. For more information about how to create templates, see Create Templates for Services.
Follow these steps to create a new merchant. account. A new merchant account is added to your portfolio, along with its MID and a transacting MID.
  1. Log in to your
    Business Center
     test or production account.
    If have a branded URL, use the URL provided in your confirmation email.
  2. On the
    Business Center
    's left navigation panel, choose
    Portfolio Management > Manage Merchants
    .
    The Manage Merchants page appears.
  3. On the Manage Merchants page, click
    + Add merchant
    .
    The Add Merchant page appears.
  4. Click
    Board a new merchant account
    , then click
    Next
    .
  5. In the Boarding Presets section, choose a boarding package from the drop-down menu and then click
    Next
    .
  6. In the Merchant Account Information section, click
    Start
    .
    The Merchant Account Information page appears. Enter the Basic Information and then click
    Save
    .
    The Merchant Account Information section displays the newly created MID under
    Organization ID
    .
  7. In the optional
    Hierarchy Details
     section, click
    Skip
    .
  8. In the Transacting Organization and Products section, click
    Start
    .
    1. In the Transacting Organizations and Products page, enable and configure all desired products, such as card processing.
    2. When you configure all of your enabled products, click
      Save
       to create a Transacting Organization.
    The
    Transacting Organization and Products
     section displays the newly created transactional ID under
    Organization ID
    .
  9. Verify that the transacting merchant information is correct, and then click
    Continue working with this merchant
    .
    The merchant information appears. You can verify the products you enable for this merchant here.

AFTER COMPLETING THE TASK

If you need to make updates, click
Merchant Details
.