Getting Started for Sub Merchants

Created by Richard Moore, Modified on Thu, 24 Aug 2023 at 02:42 PM by Richard Moore

Onboarding as a Merchant under a Software Partner


Merchants are either directed to Exact's platform to onboard via our prebuilt form, or can be onboard via a partner's software platform leveraging our APIs. Successful onboarding represents the completion of the onboarding application, underwriting process, and merchant account creation.


Exact's Onboarding Form

If the Software Partner directs its sub-merchant to Exact's onboarding form they will arrive at the screen below where they proceed to fill in information on the company's business, beneficial owner, payment, and banking details.

Onboarding Status (Partner View)


Once a merchant has completed the onboarding form their Partner can view the status of their application as it goes through Exact's underwriting workflow.


Receiving user credentials


Once the account has been created, the user will receive an email similar to the one below in order to create their new user credentials.


Accepting the invitation will bring the user to the ExactPay Sandbox log-in screen where the user's credentials will be set:


Processing Payments


Please contact the software provider to understand how to connect an account and begin processing payments.


Reporting


Once a merchant has been onboarded, and payments have been processed, transaction, settlement, and funding reports will be available. Reports can be generated both in the PayFac Dashboard and can be downloaded as CSV and JSON files to be viewed externally. 



Additional Resources


 Further information is available in our customer portal at knowledge.exactpay.com.

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