Table of Contents
Overview
Merchants often call in asking for their account to be closed. Here at the Gateway we do not open, close, or make changes to accounts. What we will do is redirect the Merchant to their Merchant Provider. Here you will learn how to close a merchant account.
Prerequisites
Your affiliate sub-users will need to have the 'Manage merchant accounts' permission to be able to manage merchant accounts; this also applies to your Sub-Affiliate sub-users so they can manage their own merchant accounts under their portfolio. Primary users have this permission set by default and it cannot be removed.
How to Close a Merchant Account
Log in to your Partner Portal and head over to List Accounts → scroll to the merchants name from the list or search their name in the search box → click on their name → within the Merchant Status section click on Edit → select the closed status from the dropdown menu → click on Save.
- Active - the Merchant can process transactions and perform all Payment Gateway functions normally.
- Restricted - the merchant is able to log in to generate reports and change options, but they cannot process any transactions.
- Closed - the merchant is unable to log in, but their Affiliate-Partner has access for reporting and voids. (Not Billable)
- Deleted - the merchant is unable to log in, and is omitted from all reports, except for commission. It is highly recommended that the "Closed" status is chosen for any accounts with a transaction history.