For Merchants
Use the merchant track to understand business outcomes, onboarding, collections, payouts, treasury, reconciliation, and operational controls.
#Who this guide is for
This guide is for merchant operators, finance teams, and support leads responsible for payment acceptance and post-payment operations.
- Merchant operations owners who run onboarding and go-live checklists.
- Finance and reconciliation teams responsible for close accuracy.
- Support and risk teams handling refund and dispute events.
#Merchant operating lifecycle
- Complete account onboarding, access control, and settlement profile setup.
- Launch acceptance channels such as checkout links, invoices, and subscriptions.
- Monitor payment confirmations and exception queues throughout the day.
- Run payout and settlement reviews, then complete reconciliation and close.
- Handle refunds, disputes, and compliance escalations with evidence trails.
#Start paths by role
#Go-live readiness signals
- Merchant profile and settlement destination are approved.
- Operational teams can confirm, refund, and reconcile a test transaction end to end.
- Escalation contacts and incident response paths are documented and tested.