Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

What is the Merchant ID (Mids) page about?

On this page, the user can set up a complete new MID, edit, deactivate, reactivate an existing MID

Where is it located?

  1. From CRM Homepage, go to the left side menu

  2. Scroll down and click on Payments

  3. Then click on Providers and the Providers page will be shown on the right side of the page

  4. Image Added
  5. Go to the right side of the page and click on the Provider Mids button

    Image Added
  6. The user is then redirected to theMerchant ID (Mids) page of the specific payment provider

    Image Added

How to configure and activate a new MID

To add a new MID for your payment provider, please follow the below steps.

Note

It’s important to highlight that the information requested to set up new MID may vary depending on the payment provider itself.

Info

For more information, we suggest contacting the DFO Banking Team in order to know what information are needed

  1. From the Providers page, type in the search bar the payment provider that needs a new MID

  2. On the payment provider row, go to the right side and click on the Provider Mids button that redirects the user to theMerchant ID (Mids) page

    Image Added
  3. From the Merchant ID (Mids) page click on the + Create New button and theNew MIDs tab will pop up

    Image Added
  4. Fill the New MIDs tab with the MIDs details (please noet that for each payment provider the details requested to set up a new MID may vary - check below example of New MID tab)

    Image Added
  5. To activate the MID, just switch to ON the toggle Is Active

    Image Added


    Please note that for PayPal providers, it is also necessary to switch to ON the toggle Is Paypal Direct Debit Active

    Image Added
  6. Once finished, click on the Save button, at the bottom of the tab

  7. The Payment Provider and its MIDs, have now been activated, and they are ready to be tested by the user

How to edit

...

, activate or deactivate an already existing MID

To edit a new MID for your payment provider, please follow the below steps.

  1. From the Providers page, type in the search bar the payment provider that needs a new MID

  2. On the payment provider row, go to the right side and click on the Provider Mids button that redirects the user to theMerchant ID (Mids) page

    Image Added
  3. From the Merchant ID (Mids) page, go to the right side of the page and click on the Edit button of the MID that needs to be updated

    Image Added
  4. The MIDs tab will pop up

  5. Change the details of the MID in the MIDs tab

    Image Added
  6. To activate or deactivate the MID, just switch to ON or OFF the toggle Is Active

    Image Added


    Please note that for PayPal providers, it is also necessary to switch to ON or OFF the toggle Is Paypal Direct Debit Active

    Image Added
  7. Once finished, click on the Save button, at the bottom of the tab

    Image Added
  8. The Payment Provider and its MIDs, have now been updated

What is on the Merchant ID (Mids) page

Please find attached below the list of features available on this page.


The + Create New button

By selecting the + Create New button the new MID tab will pop up, and the user can start filling it with the MID details

...

Info

For more information on how to set up a MID, please check the topic How to configure and activate a new MID available on this page.

The table with the list of MIDs

...

The table has 10 columns, which display the below information (see below image example)

Mid Code column

On this column is shown the MID name

...

which can be easily changed from the MID tab

...

Descriptor column

In this column appear what has been set on the Description field on the MID tab.

...

Generally, the descriptor is set to: {0}.

...

PRNs column

Active column

This will show whether the MID has been activated or not

To activate or deactivate the MID, it can be done from the MID tab, switching to ON or OFF the toggle Is Active

...

MID Cap column

In this column is display the limit of the transaction, in case the MID has been created with one

To set up the MID Cap transaction limit, it can be done from the MID tab, typing the amount on the MID Cap - Monthly Amount (USD) field

...

MID Cap Active column

This column shows whether the MID Cap toggle has been activated or not

To activate or deactivate the MID Cap, it can be done from the MID tab, switching to ON or OFF the toggle Is Active (MID Cap)

...

CB Dispute Active column

PayPal Direct Debit Active column

Update Date column

In this column appears the date and time of the latest update made on the MID

Actions column

In this column are available three Actions buttons.

Edit button
Mid Prns button
Chargeback button

...