Please find attached below the topics discussed on this page:

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. 

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

   

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

   

How to configure and activate a new MID

To add 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 the Merchant ID (Mids) page

   

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

   

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)

   

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

   

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

   

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 the Merchant ID (Mids) page

   

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

   

4. The MIDs tab will pop up

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

   

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

   

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

   

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

   

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

The table with the list of MIDs

On this table are listed all Providers that can be configured and activated with eManage CRM.

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

The Payment Routing Number (PRNs) page