Merchant Detail View
In this article, you will learn about the information available in the merchant detail view, how to view a merchant's subscriptions and invoices, and how to modify their current subscription.
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In this article, you will learn about the information available in the merchant detail view, how to view a merchant's subscriptions and invoices, and how to modify their current subscription.
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Navigate to the Merchants section in the platform administration of your Payrexx account and search for the desired merchant. For more information on using the merchant mverview, please refer to the article Overview and Editing.
There are two ways to open the detailed view of a merchant:
Click anywhere in the empty area of the row.
Click on the eye icon.
The detail view is divided into the following sections:
In the first section, you can view general information about the merchant account:
This section provides information about the subscriptions and invoices of the selected merchant:
Click on the white "Change subscription" button to activate a different plan for the merchant. A new window will open, allowing you to enter the merchant's new subscription details:
Plan: Choose one of the plans offered on your platform.
Runtime: Set the duration of the plan.
Base price: Use the standard price for the plan, set a custom price, or offer the subscription for free by activating the checkbox.
Start: Decide whether the subscription will be active immediately or from a specific date.
Internal note: Optionally add an internal note. The merchant will not be able to see this comment.
Summary of old subscription: Click the black triangle to view an overview of the previous subscription.
Summary of new subscription: Click the black triangle to view an overview of the upcoming subscription.
To create the new subscription, simply click the green "Save and send invoice" button at the bottom of the screen.
If you want to create the subscription without sending an invoice, click the small white triangle on the button. This will display the option to create the plan without sending the invoice.
In the "Subscription" section, the key details of the merchant's current subscription are displayed.
In the "Invoices" section, all invoices sent to the merchant in the past are listed. Hover over the three dots in the "Actions" column and a PDF icon will appear. Click on the icon to download the invoice.
This section lists all completed payouts (green status) and scheduled payouts (orange status):
When you hover over a row, two icons will appear on the right side, allowing you to:
View the details of the respective payout.
Download the payout report in XLS, CSV, or PDF format.
