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Find and view a merchant

Look up any merchant and see their account details, status, and settings in one place.

Merchants › Merchant AccountsPartners and onboarding teams13 stepsVideo walkthrough
Walkthrough video: select play to watch Find and view a merchant walkthrough video thumbnail

What you can do here

  • Find any merchant under the partner you are accessing
  • Read the application, business, owner, payment, and banking details
  • See whether the account is activated
  • Know what each tab on the account covers
Before you start. Log in to the portal and use the Accessing switcher to select the partner account the merchant belongs to. New to this? See Log in and reset your password and Switch between accounts.

01Find the merchant

1

Open Merchant Accounts

In the left navigation sidebar, open Management and select Merchant Accounts. The page lists the merchants set up under the partner, with the sign-up date, organization, merchant name, MID, account ID, and status. The number next to the title is the total.

2

Narrow the list

Type in Search or select the filter button next to it. Turn on Show in-active to include merchants that are no longer active.

The Merchant Accounts page with a search bar, filter button, Show in-active toggle, and the list of merchants with sign-up date, organization, merchant name, MID, account ID, status, and an arrow in the Action column
Merchant Accounts. Names shown are test data.
3

Open the merchant

Select the arrow in the Action column. The Account Details page opens.

02Read the account details

The top of the page shows the merchant's name, status, and when it was added, with the activation toggle on the right.

4

Check the status

The badge next to the name shows the application status, for example Approved. The Activate Account toggle on the right shows whether the merchant is live: off reads Activate Account, on reads Account Activated.

The Account Details page with the merchant name, Approved badge, Activate Account toggle, the tab row, and the Properties tab open on Application Info
Account Details, Properties tab. Merchant and IDs shown are test data.
The account header with the toggle on, reading Account Activated
The same header with the account activated.
5

Read the Properties tab

Properties opens first. Its left-hand menu moves between five sections:

  • Application Info: when the application was created and approved, the client IP, status, underwriter, and the processor IDs and acceptance dates.
  • Business Details: legal and DBA names, tax ID, established date, entity type, address, time zone, and billing contact.
  • Beneficial Owners: each owner's identity, ownership, and contact details.
  • Payment Profile: the merchant category code, transaction amounts, and volumes.
  • Banking Details: the payout bank account.

Each section has an Edit button in its top right.

The Business Details section with legal and DBA names, tax ID, established date, entity type, country, address, city, state, time zone, ZIP code, and billing contact
Business Details. Data shown is test data.
The Payment Profile section with merchant category code, average and maximum transaction amounts, monthly card and ACH volumes, and projected volume
Payment Profile.
The Banking Details section with bank name, account holder legal name, routing number, and account number
Banking Details. Data shown is test data.

03Know the other tabs

The tab row covers everything else on the account. The how-tos for changing fees, reserves, requests, and activation are in Update a merchant's configuration.

6

Verifications

The automated and manual checks run on the account, such as KYC, KYB, and watchlist matches, with each one's status and the workflow it came from.

The Verifications tab listing checks with the date performed, rule name, status, and action
Verifications.
7

Requests

Requests sent to the merchant, with the date, type, subject, and requestor, plus New Request to send one. The Documents section alongside holds the files they return.

The Requests tab listing requests with date, request type, subject, requestor, and actions, and the New Request button
Requests.
8

Fees

The pricing on the account, split into Core Fees, Monthly Fees, and Optional/Add-On, each with its pricing model, event, name, payment method, amount, and start date. Add Fee opens a three-step setup: pricing model, payment methods, event configuration.

The Fees tab on Core Fees, listing fees with pricing model, event, name, payment method, amount, and start date, and the Add Fee button
Fees, Core Fees.
9

Reserves

Funds held back to reduce risk. Scheduled Reserves lists percentage holds with their max reserve, release schedule, and dates, with Schedule Reserve to add one. Merchant Risk Reserves lists manual holds, with Reserve to add one.

The Reserves tab on Scheduled Reserves, listing reserves with name, percent, max reserve, release every, release until, start date, and description, and the Schedule Reserve button
Reserves, Scheduled Reserves.
10

Events

Every system event on the account with its status, action, user, organization, and dates. Logs alongside shows the detailed platform logs.

The Events tab listing events with status, action, user, organization, start date, and end date
Events. Names shown are test data.
11

Notes

Internal comments about the account, with the date and who wrote each one. Add New Note adds one.

The Notes tab listing notes with created date, created by, and an arrow to open each note, and the Add New Note button
Notes. Names shown are test data.
12

Activation

The final setup checklist before the account goes live: fee schedule, risk rules, and payout schedule, each with a button to set it up.

The Activation tab with Fee schedule, Risk rules, and Payout schedule items and their setup buttons
Activation.
13

Terminal Details

The POS terminals on the account, with each terminal's ID, type, and batch cutoff time.

The Terminal Details tab listing terminals with terminal ID, type, and batch cutoff time
Terminal Details.

Key terms

MID
Merchant ID: the identifier the processor uses for the merchant.
Account ID
CSIPay's internal reference for the merchant account.
Reserve
Funds held back from payouts to cover risk, either on a schedule or manually.
Core, monthly, and add-on fees
The three groups of fees on an account: per-transaction pricing, recurring monthly charges, and optional extras.
Merchant OnboardingStart a merchant applicationOpen guide Account switcherSwitch between accountsOpen guide
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