Profiles

Type:    Form
Description: Provides access to various merchant profiles information and modification options.
Items:

Configure
Alows to select a configuration script for a particular merchant or merchant profile.
Opens Form: Merchant Configure
Copy
Provides opportunity to copy settings to or from other merchant or merchant account.
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copy from...
Allows to copy settings from other merchant or merchant account.
Opens Form: Copy From Merchant
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copy to...
Allows to copy settings to other merchant or merchant account.
Opens Form: Copy Profiles to Merchant, Account
Save
Saves all changes on the form.
Close
Closes the form without saving any changes.

Processing Information
Includes information about merchant's processing profiles.
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Synchronize with external sources
Indicates whether processing information is synchronized with external sources associated with the merchant.
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Merchant Category Code (MCC)
Code of the merchant's category.
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Amex MID
Merchant ID assigned by Amex.
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OptBlue
Indicates whether American Express OptBlue program is used.
Discover MID
Merchant ID assigned by Discover.
Max. Transaction Amount
Maximum amount that can be processed within one transaction.
Card Descriptor
Descriptor of the card used by merchant.
Direct Debit Processing
Indicates whether direct debit processing is enabled.
Direct Debit Descriptor Item
Descriptor of the e-check or bank account used by the merchant.
Direct Debit Descriptor Merchant
Name of the merchant that owns the e-check or bank account.
Customer Service Phone
Phone number of the customer service.

Settlement
Includes various profile settlement settings.
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Type
Allows to select settlement type for the profile.
Three modes are available:
  • manual
  • daily (default value)
  • hourly
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Cutoff
Allows to set the appropriate settlement cutoff time.
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Group
Group of the service.
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Type
Type of the service.
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Service Provider
Type of provider to perform the service.
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Identity
Unique identifier (when applicable) for the merchant in the provider's system.
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Edit Provider Profile
Allows to edit provider profile.
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Edit Processing Profile
Allows to edit processing profile on the Portfolio perspective.
Opens Form: Processing
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ACH (Batch)
Allows to edit ACH (batch) profile.
Opens Form: Proxy Batch Profile
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Payment Cards (Batch)
Allows to edit CC (payment cards) batch profile.
Opens Form: Proxy CC Batch Profile
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Payment Cards (Real-Time)
Allows to edit CC (payment cards) real-time profile.
Opens Form: Proxy Real-Time Profile
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Processing (Tokenization)
Allows to edit processing (tokenization) profile.
Opens Form: Proxy Tokenization Profile
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Processing (Processing Cost)
Allows to edit processing (processing cost) profile.
Opens Form: Proxy Processing Cost
Modify Provider Profile
Provides access to various provider profile modifying options.
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modify...
Allows to edit provider profile.
Opens Form: Provider Profile System Fields
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copy to...
Allows to copy settings to other merchant or merchant account's provider profile.
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copy from...
Allows to copy settings from other merchant or merchant account's provider profile.
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enable
Enables processing within the profile.
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disable
Disables processing within the profile.
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delete
Deletes the provider profile.

Merchant Configure
Includes various configuration scripts that can be selected for merchant or merchant account.
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Configure
Saves all changes in the configuration.
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Close
Closes the form without saving any changes.
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Configuration Script
Allows to choose an appropriate script for configuration for a particular merchant or merchant account.

Copy From Merchant
Includes various settings that allow to copy settings from another merchant or merchant account.
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Copy from merchant or account
Allows to copy the information from the selected source.
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Close
Closes the form without saving any changes.
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Merchant
Allows to select an appropriate merchant.
Opens Form: Search Form
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Account
Allows to select an appropriate merchant account.
Opens Form: Search Form

Copy Profiles to Merchant, Account
Includes various settings that allow to copy profiles to another merchant or merchant account.
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Copy to Merchant and Accounts
Allows to copy information to the selected merchant and accounts.
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Close
Closes the form without saving any changes.
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Merchant
Allows to select an appropriate merchant from the list.
Opens Form: Search Form
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Accounts
Allows to select appropriate account(s) associated with the particular merchant.
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Copy to merchant
Allows to copy information to the selected merchant.
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Copy to accounts
Allows to copy information to the selected accounts.
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