Before your merchant goes live, it's crucial to confirm their back-end setup. Use the Valpay Onboarding Portal to verify their Split Configuration, Sweep & Transfer Instrument, and Balance Account details.
1. Access the Merchant Profile
Go to the Onboarding Complete tab.
Search for and select the merchant.
2. Check Split Configuration
Click on the Stores tab.
Scroll down and click the VALPAY RATES button.
Review and note the Rate and Transaction Fee for all card types. Some card types might have different rates or fees, so make sure to take note of any variations. The fees listed here are always the correct ones based on the contract.
Open the Split Configuration dropdown directly below the ADYEN RATES button.
Check that the Rate + Transaction Fee at the bottom matches the information in VALPAY RATES.
If they don't match, send an email to [email protected] with the following details:
Store ID
Merchant Name
The current rates shown in the split configuration
The correct rates as per the contract
3. Confirm Sweep & Transfer Instrument
Scroll down to Sweep & Transfer Instrument, expand it, and confirm the following information:
Schedule: 1:00 AM Daily
Status: Active
Category: Bank
If anything is incorrect, send an email to [email protected].
4. Verify Balance Accounts
Scroll down to Balance Account Data, expand it, and confirm the following information:
Status: Active
Time Zone: The merchant’s time zone
Settlement Delay Days: 1
If anything is incorrect, send an email to [email protected].
By following these steps, you ensure that your merchant is correctly set up and ready to go live. You are now ready to proceed to Step 4: Terminal Ordering & Setup.