Configuring a remitter
Added on: 03/14/18
Difficulty:
Time: 30 min
Category: Tutorials
Prerequisite Tutorials
| Name | Added On | Difficulty | Time Required | Description |
|---|---|---|---|---|
| Creating a merchant (basic) | 06/10/14 |
|
15 mins | This tutorial will teach you how to create a new Merchant and configure its settings. |
Useful Terms
Configuring a remitter
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Are you ready?
In this tutorial we will learn how to configure a remitter - a specific type of the merchant performing remittance. We will configure the remitter used to perform remittance of the credit card and direct debit transactions in the US. To learn more details about the remitter, review Remitter section of the Remittance Management Guide.
The steps for creating and configuring the remitter will look as follows:
1. Create the remitter using new merchant form;
2. Configure separate accounts used for credit card and direct debit transactions;
3. Configure the provider profile used to send remittance transactions to the acquiring bank for each account.
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First, let's learn how to create a remitter.
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Log in to the system using your Username and Password and switch to the Merchant Perspective.
Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
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Click Newbutton in the top left section of the screen.
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Choose Merchant menu item
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Locate Merchant groupbox
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Locate Type label
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Click Show all button to see all merchant types.
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Choose Remitter radio button and click on it. By default, the remitter profile is configured as MSMSS.
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Enter Remitter US into the Nametextbox. The name of the remitter is an example. Any other name can be used.
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The following steps are similar to the steps specified within this tutorial.
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Now, let's learn how to configure the accounts used for remittance with the following names:
- Remitter CC - the account used for remittance of the credit card transactions;
- Remitter DD - the account used for remittance of the direct debit transactions.
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To learn how to configure the account, review this tutorial.
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Having configured the accounts, let's learn how to configure the direct debit provider profile for the created remitter.
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To learn how to configure the direct debit profile, review this tutorial.
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Congratulations, you are done!
You have learned how to configure a remitter. Now you can do it by yourself.
Related Tutorials
| Name | Added On | Difficulty | Time Required | Description |
|---|---|---|---|---|
| Creating a merchant with remittance settings | 06/16/14 |
|
30 mins | In this tutorial we are going to create a new Merchant with extended settings. |
| Configuring remittance settings | 01/11/16 |
|
30 mins | In this tutorial we will learn how to configure funding for a merchant. |
| Configuring deposit information | 01/19/16 |
|
15 mins | This tutorial will teach you how to configure deposit information for a merchant account. |
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