Xero

For various reasons, merchants often need to change their banking details, settlement changes as well as Debit Order Mandates which they have with us.in this article we cover what checks you do on the various platforms to execute the above mentioned requests and what you require to carry out the instruction received.

All merchants we have on board can be found on Xero; below are the main functions we use the platform for.

1. Check merchant status, contact and PayJustNow account details i.e. MID(Merchant ID), Financial Details  and any documents saved on the account
2. Listed  recipient of merchant invoices
3. View updates and notes added on the platform
4. Lookup account status(open/closed):

Merchant Contact landing page:

Open/Active Account:

Closed account:

Updates and banking details can be located under the ‘Financial Details’ tab. Here, you will be able to see the date of each action carried out, the user that is responsible for the change, what action was done and a short description of the action will be located on the far right-hand side of the page as shown below:

Merchant Trade Activity can be located on the graph displayed on the landing page once you have loaded the account:

Merchant settlements can be located on the landing page:

You can access banking details here:

- Change of Banking Details &/ DOM(Debit Order Mandate)

Some merchants may not have a DOM with us as they are being invoiced, therefore, when an update on banking details is being carried out, one will need to only send through the Change of Banking Details(via Dropbox Sign) which excludes the DOM. To have this info, you will need to pull the signed MA from Xero.

Below is an example of a merchant that is on a Debit Order: