General (Merchant Account Mode)

Type:    Form
Description: General business and contact information of the Merchant/Merchant Account.

Note: To access Merchant's general information use Merchant mode; to access Account's general information use Account mode.
Modes:
Items:

Synchronize with external sources
Indicates whether the account is synchronized with external sources.
Save
Saves all changes on the form.
Close
Closes the form without saving any changes.

Detail

Includes general information about the Merchant or Account within the system.
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ID
Unique identifier of the merchant generated by the gateway.

References: Merchant.id
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Code
Optional identifier of the Merchant that can be used to cross-reference the Merchant record between multiple systems.

See Reference Code definition for additional information.

References: Merchant.code
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Name
DBA ("doing business as") name of the merchant. The value of this field is automatically copied from Business Name field on Business form (during both merchant information modify and merchant onboarding process).
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Active
Indicates whether the record is active and can process through the system.

References: Merchant.isActive
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Time Zone (Country)
Country code of the merchant's mailing address

References: Merchant Account.Country Code
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Time Zone
Represents the time zone associated with this merchant account.

References: Merchant Account.Time Zone Code
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Create Date
Date when the record was created.

References: Merchant.createDate

Contact Information

Includes contact information of the Merchant used to discuss any processing issues.
In cases when a merchant is created via the Onboarding application or Onboarding Wizard form, info in this section is copied from the merchant's business information.
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Copy From
Copies the merchant's information from the selected source to the current one.
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business-info
Allows to copy the contact information from the business information.
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primary-owner
Allows to copy the contact information from the primary owner information.
Contact Name
Name of the primary business contact for the merchant.

References: Merchant.Contact Name
Street1
Street address (line 1) of the Merchant's postal address.

References: Merchant.Street1
Street2
Street address (line 2) of the Merchant's postal address.

References: Merchant.Street2
City
City of the Merchant's postal address.

References: Merchant.City
Country
Country code of the merchant.

References: Merchant.Country Code
State/Province/Region
State of the Merchant's postal address.

References: Merchant.State
Zip Code/Postal Code
ZIP code of Merchant's postal address.

References: Merchant.ZIP Code
Phone
Merchant's contact phone.

References: Merchant.Phone
Fax
Merchant's fax number.

References: Merchant.Fax
Email
Merchant's contact email.

This value is used to send remittance statements.

References: Merchant.Email

Notes

Includes any notes related to this Merchant or Account in the system. The field is limited by 255 symbols for the merchant and 2000 symbols for the account.