Create merchant records, set billing, and add products

CRM merchant provisioning requests often lack billing or product details, stalling onboarding. It creates the merchant and configures billing so onboarding can start same day.

Create merchant records, set billing, and add products

Overview

Manual merchant provisioning creates onboarding bottlenecks and payment risk. This flow converts CRM provisioning requests into live merchant profiles with billing and products attached, letting billing and integration teams start setup the same day.

Create merchant records, set billing, and add products