What is the Merchant ID (Mids) page about?

On this page, the user can set up a completely 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. Open

   

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

   Open

   

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 note that for each payment provider, the details requested to set up a new MID may vary - check below an example of New MID tab)
   
   

   
   
   

How to set up or edit the MID tab

Please check below the MID options available in the MID tab, across all payment provider

• Mid Code field: type the MID name. For instance, StripeDirectCharge@clientname-Main

• Descriptor (Product Name) field: which has to be set as {0}

• Dynamic Descriptor toggle: if this is set to ON, then will enable the Banking descriptors that have been configured at the product level.

• Is Active toggle: this has to be set to ON to activate the MID
  
  

• Is Paypal Direct Debit Active toggle: this has to be set to ON ONLY if the payment provider is PayPal. Otherwise, please leave it on OFF
  
  

• 3DS Enabled (Secure Mid) toggle: 3D Secure (3DS) adds an extra layer of protection to online shopping. With 3DS enabled, you have 2-step authentication on every online purchase - so no payments will ever go through unless you authorize them yourself.

• Entity field: select the entity accordingly.

• Main Mid field: select the main MID if available, within the Payment Provider MIDs created.

• Mid Cap - Monthly Amount (USD) field: this has to be added to the maximum monthly limit that the MID can reach. This should be included ONLY if the MID has a monthly limit allowance.

• Is Active (Mid Cap) toggle: this has to be set to ON, ONLY if the MID has the MID Cap enabled

• Mid Card Types field: this option is visible ONLY after the MID has been configured. By selecting this field a drop-down menu will pop up, and the user can select one, a few, or all Card Types available
  
  

• Currencies field: add the currencies.

• Merchant Client ID field: this field appears for each one of the currencies set up on the MID. It can be edited prior to adding the currency to the list.

• Is Active (PRN) toggle: this has to be set to ON to activate the MID

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

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

In this column, users can be verified if there are any PRNs registered in CRM for this payment provider and consequently for its MIDs

To set up new PRNs or edit an existing one, please click on the MIDs Prns button.

For more information, please check the topic The Payment Routing Number (PRNs) page available on this page.

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, by switching to ON or OFF the toggle Is Active

MID Cap column

This column displays 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, by 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, by switching to ON or OFF the toggle Is Active (MID Cap)

CB Dispute Active column

In this column appears whether the MID has the CB Dispute Active activated or not

PayPal Direct Debit Active column

In this column is displayed whether the toggle Is Paypal Direct Debit Active has been activated or not

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

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

By clicking on the Edit button

it pops up the MID tab

Mid Prns button

By clicking on this button, the user is redirected to the Payment Routing Number (PRNs) page

Chargeback button

By clicking on the Chargeback button

The Chargeback Process tab will pop up

and the user can set up the information if a third-party company, like CB911, is used to check and work on any chargeback coming in on the specific MID.

CB911 is third-party software that flags orders that can become Chargeback in order to revert this and avoid the company losing revenue with this.

The Payment Routing Number (PRNs) page

A routing number identifies the location of the bank's branch where you opened your account. This number allows financial institutions, such as banks and credit unions, to trace where the money is coming from and where it's going, to not confuse one bank with another.

On this page, it is possible to configure a new PRN for your MIDs or edit an existing one.

How to create or edit an existing PRNs

In order to set up a new PRN or edit an existing one, please follow the below instructions.

1. Go to the right side of the Merchant ID (Mids) page and click on the MIDs Prns button
   
   

2. From the Payment Routing Number (PRNs) page click on the + Create New button
   
   

   or on the MID PRNs Edit button

    

3. In either case, a tab will pop up, and the user should fill it or edit it as per his/her needs
   
   

4. Once the information has been added or updated, the user should click on the Save button at the bottom of the tab.