Viewing Application Summary
Last updated
Last updated
The Application Summary page provides an at-a-glance view of the merchant application’s progress in the Partner Portal. This page allows users to track the status of different sections, access merchant details, and manage the application as needed. Users can download the application or delete it if required.
Accessing the Application Summary Page
To navigate to the Application Summary page:
Log in to the Partner Portal.
Click on Applications in the top navigation menu.
Select the desired merchant application from the list.
The Application Summary page will display the details and statuses of each section.
Merchant Details Section
The Merchant Details section provides essential information about the merchant, including:
Merchant Name – Displays the registered name of the merchant.
Merchant Address – Shows the merchant’s business address.
MID (Merchant Identification Number) – A unique identifier assigned to the merchant.
Rep – Displays the assigned representative, if applicable.
Application Status Section
The Application Status section outlines the progress of each required step in the application process. Each section displays a status indicator:
Completed – The section has been successfully filled and submitted.
In Progress – The section is partially completed and requires further action.
Pending – No information has been provided yet.
Status Categories
Business – Indicates the completion status of the merchant’s business details.
Profile – Displays the status of profile-related information, including business structure and ownership details.
Site Survey – Shows whether the required site survey has been completed.
Pricing – Indicates if pricing details have been configured.
Banking – Displays the status of bank account details and verification.
Equipment – Reflects whether equipment has been selected and assigned.
Signatures – Indicates if all necessary signatures have been collected and submitted.
Submit – The final step, where users can review and submit the application for processing.
Managing the Application
The Application Summary page includes the following management options:
Download & Print App – Allows users to download a copy of the application for records or submission.
Delete App – Provides an option to remove the application permanently from the system. Users should confirm before proceeding, as this action is irreversible.
If any section is marked as In Progress or Pending, users should click on the respective section to complete the required information.
Once all sections display Completed, navigate to the Submit section to finalize and submit the application.
Users should verify all details for accuracy before submission to prevent processing delays.
