Step 1: Log into the Onboarding Portal
Access the onboarding portal using your credentials.
Step 2: Locate the Merchant Account
Navigate to the "Onboarding Complete" tab.
Use the search bar to find the merchant account to which you want to add a store.
Step 3: Select the Merchant Account
Click on the merchant account name to open its details.
Step 4: Access the Stores Tab
In the merchant account dashboard, select the "Stores" tab.
Step 5: Add a New Store
Scroll to the bottom of the Stores tab.
Click the "Add Store" button.
Step 6: Fill Out the Store Information
A pop-up form will appear. Fill out the following fields:
Store Name
Street Address
City
State
Country
Postal Code
Phone Number
Settlement Time
Step 7: Set Up the Fee Profile
You will be directed to the Fee Profile Page.
Choose from the following options:
Select Default Fees.
Or create a Custom Profile by filling out the following fields:
Name
Cycle
Rate Type (required for both default and custom profiles)
Chargeback Fee
ACH Return Fee (no decimals)
Review the fee details on the right-hand side for accuracy.
Step 8: Review Business Line Details
On the Business Line Page, review or fill out the following:
Merchant ID
Platform
Legal Entity ID
Account Holder ID
Business Line ID
Transfer Instrument ID
Step 9: Add the Store
Click the "Add Store" button to complete the process.
Step 10: Confirm Store Addition
The page will load, and a status box will appear in the upper-right corner showing the store is being "added".
After processing, you will return to the Stores page, where the newly added store will now be listed.
By following these steps, you can successfully add a new store to a merchant account in the onboarding portal. Ensure all information is accurate and changes are documented.