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About This Guide
Pilot Program
As a selected pilot partner, you have early access to this platform. The pilot includes a focused set of features designed
specifically for partner workflows. Your feedback during this phase will help shape the platform's future development.
What This Guide Covers
This guide will help you:
- Understand the Partner platform and its capabilities.
- Add new merchant accounts step-by-step through the 4-step boarding process.
- Configure merchant settings, pricing, and payment processing options.
- View and manage your merchant portfolio.
- Access and understand residual reports to track your earnings.
- Follow best practices for merchant boarding and management.
- Troubleshoot common issues and find answers to frequently asked questions.
How to Use This Guide
This guide is organized to support both learning and reference:
- New to the platform? Read sections 1-4 to get started with merchant boarding.
- Need specific instructions? Use the table of contents to jump to relevant sections.
- Looking for best practices? Review sections 6-7 for tips and recommendations.
- Troubleshooting an issue? Check section 8 for common problems and solutions.