Merchant Preferences
Customize merchant preferences within various no-code modules:
- Onboarding: Tailor the hosted application to your software's vertical.
- Payments: Restrict merchants from collecting new payments through Merchant Dashboard.
- Notifications: Configure your merchants' default email settings.
Edit capabilities are only available to partner owner and admin users.
Customize Merchant Preferences
Tailor the hosted merchant application to your software's vertical by customizing key fields, helping merchants complete their applications more quickly and accurately.
The table below outlines all customizable fields in the hosted merchant application.
| APPLICATION FIELD | CUSTOMIZATION |
|---|---|
| Industry | Select all applicable industries for your merchant portfolio. These will be displayed to the merchant in a dropdown. If none are selected, all industries will be shown. If one is selected, it will pre-fill for the merchant. |
| Business type | Select all applicable business types for your merchant portfolio. These will be displayed to the merchant in a dropdown. If none are selected, all business types will be shown. If one is selected, it will pre-fill for the merchant. |
| Description of products and services | Enter an example of a typical product or service supported by your software. It will be displayed to your merchants as placeholder text. |
| Processing volumes | Enter minimum and maximum values for Monthly Processing Volumes and Average Transaction Amounts. Merchants will be required to enter a value within this range to proceed with the application. |
Configure hosted application preferences
To configure the hosted merchant application:
- Navigate to Accounts
- Locate the Merchant Application Preferences card and click the Edit icon
- Configure your preferences, including the industry, business type, and processing volumes
- Click the Save Application Preferences button