Overview and Editing

In this article, you will learn how to use the merchant overview: we will show you how to create new merchant accounts, edit existing ones, export data, or delete accounts.

In the main menu of your Payrexx account, navigate to Merchants to access an overview of all merchants connected to your platform.

Overview of all merchants registered on the platform

Exporting data and creating new merchants

At the top of the merchant overview, you can export data and create new merchant accounts.

Exporting existing and creating new merchant accounts

1. Exporting data

After clicking the "Export" button, options for exporting merchant and transaction data will appear:

Exporting merchant and transaction data

• Export merchant data: All merchants and their key information are exported to a CSV file.

• Export transaction data: As shown in the next image, select the desired settings and export the transaction data to a CSV or Excel file.

Transaction data export settings

• Date range: Specify the date range for the transactions you want to include in the export.

• Transaction status and products: Choose whether to export all transactions or only those with a specific status (e.g., pending, confirmed, canceled, etc.). You can also limit the export to transactions for specific products.

• Export profile: By default, the export file includes all available data. Alternatively, you can create a new export profile to define exactly which transaction data should be included or excluded.

• Download: Select whether to export the transaction data in CSV or XLSX format, and then execute the export.

2. Creating a new merchant account

By clicking the "Create Merchant Account" button, a new window will open where you can register a new merchant. It is also possible to copy an existing merchant account to create a new one. For more information on creating merchant accounts, please refer to the following article:

Creating a Merchant Account

List of Merchants

In the main area of the window, the list of all merchants on your platform is displayed:

List of all merchants connected to your platform

1. Filter

Use the following filter options to narrow down your search results:

• Status: Display active, inactive, or suspended merchant accounts.

• Plan: Display merchants with a specific active plan.

• Country: Display merchants registered in a specific country.

• Date range: Display merchants who registered within a specific time period.

• Show only partners: Display only merchants who are partners.

• Top 20% after transactions: Display only merchants who belong to the top 20% in terms of transaction volume.

2. Search merchants

Use the search field to find specific merchant accounts. You can search by instance name, email address, or reference code.

3. Merchant list

In the main area of the window, the list of merchants is displayed based on the selected search and filter settings. The following explains the meaning of each column:

• Instance: The name chosen by the merchant when creating their account or during their first login

• Contact details: The company name and the name of the account holder

• Product: The merchant’s current plan or subscription

• Customer since: The date the merchant account was created

• KYC: The status of the account verification (Know Your Customer)

• Reference: The reference code used for tracking purposes and, if applicable, as a discount code

• Transactions: The number and total amount of transactions processed through this account to date

Account verification (KYC) information

The KYC column displays the status of account verification, also known as Know Your Customer. Only verified accounts are eligible to use Payrexx’s proprietary payment solutions – Payrexx Pay and Payrexx Pay Plus. The following KYC statuses are distinguished:

• Approved: The account has been successfully verified. The merchant is authorized to use Payrexx Pay and Payrexx Pay Plus.

• In remediation: The account verification process has started but is not yet complete because some information and/or documents are still missing.

• Draft: The merchant has not yet submitted any information for account verification.

• Rejected: The account verification request has been denied. The merchant is not authorized to use Payrexx Pay and Payrexx Pay Plus.

For more information on account verification, please refer to the following article:

Know Your Customer (KYC)

Functions in the Merchant List

When you hover your mouse over a merchant’s row, the following functions are displayed:

Functions for editing merchant accounts

1. Editing a merchant

Clicking the icon opens a modal window where you can change the merchant’s customer number and add notes about the merchant.

2. Admin login

By clicking the icon, a new window opens that allows you to log in as an administrator to the merchant account and access it from the merchant’s perspective.

3. Changing the instance name

A new view opens where you can edit the merchant’s instance name:

Changing the instance name of a merchant

Please note that changing the instance name will also modify the links 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 advisable to inform the merchant before making this change.

4. Copying a merchant

Click the corresponding icon to copy an existing merchant. This function can be used to create a new merchant account based on the copied account.

5. Viewing a merchant

Clicking the icon opens the merchant’s detail view. Alternatively, the detail view also opens if you click on the empty area of a row. For more information on the merchant detail view, please refer to the following article:

Merchant Detail View

6. Unpublishing/deleting a merchant

Click the icon to deactivate the merchant. If the merchant is already deactivated, the icon to delete the merchant will appear instead. For more information on deactivating and deleting merchant accounts, please refer to the following article:

Deleting a Merchant Account

Creating and Assigning a New Subscription

This function allows you to create or modify a subscription for a merchant. To do this, click "View Merchant" for the desired merchant.

In the next window, click "Change Subscription" to assign a new subscription to the merchant:

Click "Change Subscription" to assign a new plan to the merchant.

If you have not yet created a product, proceed by following the instructions in the guide below:

Creating a Subscription