Merchant Settings
Merchant Settings Configuration
Configure the following settings as part of onboarding:
Payment Methods
- Types Supported:
Card,Bank Account - Special Card Types:
Manufacturer Card - Channels:
Email,Text,Webform,GooglePay,ApplePay,TelePhonic Entry
Additional Features
- WS2Check: Enable for on-screen entry validation.
- Telephonic Entry: Set
telephonicEntryEnabledas needed.
Customer Find Logic
- Merchant Customer Identifier
- Customer are identified through Enterprise settings
Transaction Metadata
- Payment Metadata: Custom fields for payment tracking.
- Refund Metadata: Custom fields for refund tracking.
Sender Information for Communication Channels
- Sender Email Addresses
- Phone Numbers
Reports
- Enable payout reports:
payoutReportsEnabled - Enable transaction-level fee reports:
transactionLevelFeeReportEnabled - Reports
Best Practices
- Double-check all required fields before submitting onboarding requests.
- Use the checklist to ensure no step is missed.
- Store sensitive information securely and comply with data privacy regulations.
- Review webhook configuration and reporting options for full integration.
Troubleshooting & Support
- If you encounter issues during onboarding, consult the Trouble-Shooting Guide.
- For API integration details, see the Convenient Checkout API documentation.
For further assistance, contact the support team or refer to the Developer Documentation.