Overview
Account Information is where a Merchant can view their existing Gateway Account Information such as Business Name, Address, Phone, Email address, Receipts "From" Address, Time zone, and banking information. Administrative users will be able to edit their account preferences.
Prerequisites
The user will need the 'Access Administrative Options' permission to be able to see the General Options heading when they log in. Primary users have this permission set by default and cannot be removed.
In the Merchant Portal, on the left side panel → click on Options → Settings → under General Options click on Account Information; or from the homepage under Utilities → click on Settings → under General Options click on Account Information.
Account Information
Merchants can update their primary company contacts' First and Last Name, Address, Phone Number, Email Address, Receipts "From" Address, "Reply-to" Address, Receipt Language, and Time zone.
Merchants are unable to update their own Company business name or Billing Information. Merchants will need to contact their Merchant Service Provider to have their Company business name or billing information updated.
- Update Merchants Company Name - NMI Partners can update merchants' Company business name in their Partner Portal under Merchant Information.
- Update Merchants Billing Information - NMI Partners can update merchants' Account Number and Routing Number in their Partner Portal under Billing Information.
Email Address - the email address set here is the merchant’s company contact email. Emails about password resets, billing statements, and other gateway notifications will be sent to this email. By default, customer receipt emails and invoices will show as coming from this email if a 'Receipts "From" Address' is not provided (see below).
Receipts "From" Address - merchants can set a specific email address from which they’d like their customer-facing emails, such as transaction receipts and invoices, to be sent from. The change will take effect immediately when saving the page. If left blank, emails will show as coming from the address in the "Email Address" field.
- Note - if the merchant has Blind Credits enabled, partners will not be able to edit the merchants Email Address or Receipts "From" Address when logging in as the merchant through the Partner Portal, these will be greyed-out for partners. The merchant will need to update these themselves when they log in directly to their Merchant Portal.
"Reply-to" Address - merchants can set a reply-to email address for automated emails.