Merchant operations
Let merchants get things done under your brand.
Give merchants a branded place to complete applications, upload documents, check progress and ask for help. Their activity stays with the account your team already manages.
What it handles
Provide a branded self-service experience for applications, documents, statements, support and account activity.
Account Management capability
What Merchant portal covers
Provide a branded self-service experience for applications, documents, statements, support and account activity.
01
White-labelled responsive browser access
02
Applications, document uploads and status updates
03
Statements, support and account information
04
Content and service options by user role
Workflow notes
Merchant portal in practice
A merchant needs to upload a requested document and later check progress without emailing the account manager. The portal should show the request and the account information that merchant is allowed to see.
What to prepare
Prepare your branding, merchant roles, document requests and the account information each role should be able to view.
Review the workflow
- Review a merchant’s application and document upload steps using test accounts for each user role.
- Check that an internal note or another merchant’s information is not part of the merchant-facing view.
- Follow a support request from the portal into the team’s account-service process.
A document request from the merchant’s perspective
A document request is easier to act on when it appears in the merchant’s own portal. In this example, operations asks for a replacement, the merchant sees what is needed and uploads it, and the responsible colleague picks it up. The request stays with the account, under your branding and with access limited to the appropriate users.
Is the merchant portal a native mobile app?
The portal described here is responsive browser access with your branding. White-label native apps are available separately for staff, partners and merchants. Review the features and commercial terms for your chosen users.
Related tools for your team
- Underwriting controls — Apply structured risk gates, scores, review queues, decisions and escalation paths.
- Residuals — Import, reconcile, investigate and report residual income across acquirers, merchants and periods.
- Implementation guide — plan your data move, setup and testing.
- Payments glossary — understand the terms used in merchant services.
Before you set it up
Start with the requests your account managers handle most often, such as document uploads and application updates.
Continue through Account Management
Related capabilities
See how your team would manage an account.
Choose a typical application or service request. We will walk through the records, responsibilities and follow-up, including where your acquirers and partners are involved.