Provisioning of a merchant's business (new)

Log in to the system using your Username and Password and switch to the Management => Merchant Perspective.

Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.

Click   Newbutton in the right top section of the screen.

Choose   Merchant (Provisioning *)  menu item  from the menu.

Click select processorbutton

Choose propay  menu item  from the menu.

Locate   Detail  groupbox

Enter John Smith into the Nametextbox

Select EST in Time Zonedropdown

Locate   Settings  groupbox

Select Multiple in Accountslabel

Select Single in Tax IDslabel

Select Multiple in Descriptorslabel

Select Multiple in Deposit Accountslabel

Select Per Merchant in Recurring Feeslabel

Select TestReseller in Resellerdropdown

Click   Nextbutton

Locate   Business Information  groupbox

Enter 221234567 into the Federal Tax IDtextbox

Enter My Company LLC into the Legal Business Nametextbox

Enter My Company into the DBA Business Nametextbox

Select Limited Liability Company in Ownership Structuredropdown

Locate   Legal Address  groupbox

Enter 220 Park Ave into the Streettextbox

Enter New York into the Citytextbox

Select United States in Countrydropdown

Select New York in Statedropdown

Enter 10020 into the Zip Code/Postal Codetextbox

Enter www.my-company.com into the Web Sitetextbox

Locate   Contact Address  groupbox

Enter John Smith into the Contact Nametextbox

Enter 300 5th Ave into the Streettextbox

Enter New York into the Citytextbox

Select United States in Countrydropdown

Select New York in Statedropdown

Select 10001 in Zip Code/Postal Codetextbox

Enter john.smith@email.com into the Emailtextbox

Enter 2121234567 into the Phonetextbox

Click   Nextbutton

Locate   Primary Owner  groupbox

Click   Copy Data Frombutton

Choose   Contact Address  menu item  from the menu.

Enter John into the First Nametextbox

Enter Smith into the Last Nametextbox

Enter john.smith@email.com into the Emailtextbox

Enter 2121234567 into the Phonetextbox

Select 04/05/1985 in Birth Datedatebox

Enter 987654321 into the Social Securitytextbox

Select United States in Countrydropdown

Select New York in Statedropdown

Click   Nextbutton

Locate   estimates (m)  tab

Locate   Estimates (Transaction Am...  groupbox

Select Annually in Estimation Perioddropdown

Enter 100000 into the Total Volumetextbox

Enter 2000 into the Avg Tickettextbox

Enter 5000 into the Max Tickettextbox

Click   Nextbutton

Locate   deposit (m)  tab

Locate   Deposit Information  groupbox

Locate   Deposit Information  column

Enter Super Bank into the Bank Nametextbox

Enter John Smith into the Holder Nametextbox

Enter 4099999992 into the Account #textbox

Enter 021000021 into the Routing #textbox

Click   Nextbutton

Locate   settings (m)  tab

Locate   Descriptors  groupbox

Enter 7032 into the MCCtextbox

Enter Test Descriptor into the Card Descriptortextbox

Click   Nextbutton

Locate   process (m)  tab

Locate   Merchant Verify  groupbox

Click   Sendbutton . If everything is filled out correctly, a respective request to the processor will be submitted.

Locate   Provisioning Requests Lis...  groupbox

Locate   Status  column to check the status of provisioning request.

The statuses can be the following:

• Approved status means that merchant has been provisioned successfully;
• Declined status means that processor has declined provisioning request. In this case, you have to re-check and correct all entered information if needed, then open process tab and click Verify button to send provisioning request once again.

Click   Nextbutton

Locate   profiles (m)  tab

Locate   Merchant Configure  groupbox

Select propay in Configuration Scriptdropdown

Click   Configurebutton to create ProPay billing profiles.

Click   Savebutton to save the progress.