Overview and Editing
In this section, you will find an overview of all your merchants. You can create new merchant accounts, edit existing ones, export data, or delete accounts.
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In this section, you will find an overview of all your merchants. You can create new merchant accounts, edit existing ones, export data, or delete accounts.
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Navigate to Merchants in the main menu of your Payrexx account to access the overview of all merchants connected to you:
In the upper section of the window, you can perform data exports and create new merchant accounts:
The two following export functions are available:
Exporting merchants: All merchants and their main data are exported into a CSV file.
Exporting transactions: Make the desired settings and export all transactions into a CSV or Excel file:
Date range: Define the date range for the transactions you want to include in the export.
Transaction status and products: Choose whether you want to export all transactions or only transactions with a specific status (e.g., open, confirmed, canceled). Additionally, you can restrict the export by including only transactions for specific products.
Export profile: By default, the export file includes all available data. Alternatively, you can create a new export profile and define exactly which transaction data should be exported and which should not.
Download: Choose whether you would like to export the transaction data in a CSV or XLSX file and execute the export.
By clicking on the button, a new window will open, through which you can register a new merchant. It is also possible to copy an existing merchant account and create a new one from the copy. You can find more information on creating merchant accounts in the following article:
The main window displays the list of all merchants:
Use the filter functions to narrow down the search results. The following filters are available:
Status: Choose active, inactive, or blocked merchant accounts.
Plan: Show merchants with a specific plan active.
Country: Show merchants registered in a specific country.
Date range: Show merchants who registered within a specific period.
Show only partners: Show only merchants who are partners.
Top 20% after transactions: Show only merchants who belong to the top 20 in terms of transactions.
Use the search field to find specific merchant accounts. You can search by instance name, email address, or reference code.
In the main window the list of merchants based on the selected search and filter settings is shown. Below you can find out what the individual columns mean:
Instance: the name that the merchant chose when creating their account or when logging in for the first time
Contact details: the company name and the name of the account holder
Product: the merchant's current plan or subscription
Customer since: the date on which the merchant's account was created
KYC: the account verification status (Know Your Customer)
Reference: depending on the case, the reference code used for tracking and, if applicable, as a discount code
Transactions: the number and total amount of transactions received via this account to date
In the KYC column, the status of the KYC (Know Your Customer) is displayed. This refers to the verification of a merchant account. Only verified accounts are eligible to use Payrexx's own payment providers, Payrexx Pay and Payrexx Pay Plus. The following KYC statuses are distinguished:
Approved: The account has been successfully verified. The merchant is eligible to use Payrexx Pay and Payrexx Pay Plus.
In remediation: The verification of the account has started, but it is not yet completed because some information and/or documents are still missing.
Draft: The merchant hasn’t submitted any information to verify the account yet.
Rejected: The account verification request has been rejected. The merchant is not eligible to use Payrexx Pay and Payrexx Pay Plus.
You can find more information on the KYC topic in the following article:
When you hover the cursor over a merchant, the following six functions will be displayed:
Clicking on the icon opens a modal window where you can change the merchant's customer number and add remarks about the merchant.
By clicking on the icon, a new window will open, allowing you to log into the merchant account with the administrator user and use the account from the merchant's perspective.
A new view will open, allowing you to change the merchant's instance name:
Please note that changing the instance name will also change the links leading to the merchant's payment pages (f. e. https://old-instance.platform.com/en/vpos becomes https://new-instance.platform.com/en/vpos). It is best to inform the merchant about this before making the change.
Copy an existing merchant by clicking on the respective symbol. This function can be used to create a new merchant account.
By clicking on the icon, you can open the merchant's detailed view. This detail view will also open if you click on the empty area of the merchant's row. You can find more information on merchant's detail view in the following article:
Click on the icon to unpublish the merchant. If the merchant is already unpublished, the icon to delete the merchant will appear instead. You can find more information on deleting a merchant account in the following article:
The merchant overview includes an additional feature: creating a new subscription (plan) for a merchant. To do this, click in the empty area below the merchant's current plan or, if no plan is available, in the empty area between "Contact Details" and "Customer since":
In the next window, click on "Change subscription" to assign a new plan to the merchant:
Continue configuring the new subscription by following the instructions in the guide below:
