Go to Accounts and then select the Filter Icon.
Use filters to identify and locate an account. Alternatively, use the quick search at the top and start typing to see the accounts that match either the Merchant ID or Business Name. The search options for the filter are provided in the table below. You can add multiple search criteria to identify a group of accounts or a specific account. Once an account is identified, select to view the Merchant Details.
Search Options
| Field | Description |
|---|---|
| DBA Name | The business name, also known as DBA (Doing Business As) name. This will be used when processing transactions and will appear on the cardholder statement. |
| Merchant ID | The Merchant ID or MID is the account number assigned by Qualpay to the account. Select Children of in the drop-down and additionally look up a Node Name. Qualpay supports a reporting hierarchy for you and your merchants. The hierarchy name is the name assigned to the Node Name and to the application |
| Merchant Status | The Qualpay account moves through different stages depending on actions and activities of the merchant, and the merchant status will reflect this information. |
| Phone Number | The business phone number for a merchant. This number is also used when processing transactions and, depending on the issuing bank, will appear on the cardholder statement. |
| Date Open | The date the account was approved and the Merchant ID created. |
| Date of Last Activity | The last date a batch greater than $10 was processed. |
| Date of Activation | The first date a batch greater than $10 was processed. |
| Legal Name | The state registered entity name the business is operating under. |
| Tax ID | The identifying number used for tax reporting purposes in the United States. The Tax ID is assigned by the Social Security Administration or by the Internal Revenue Service. |
| MCC | A Merchant Category Code (MCC) is assigned to the merchant during underwriting and is passed with a transaction during processing. The code is a four-digit number and a standard used to classify a business by the type of goods or services it provides. |
| Approved Monthly Volume | The approved monthly volume assigned by our underwriting team. |
| Established Monthly Volume | The established monthly volume is based on an average of 3 months of full processing. |
| Card Acceptance | Filter on a particular card brand. |
| Sales Rep | The sales representative assigned to the account during the application process. |
| Date of Closure | The date the account was closed. |
