principal.firstName

string

example: John
minLength: 0
maxLength: 255

Principal's first name.

principal.lastName

string

example: Lee
minLength: 0
maxLength: 255

Principal's last name.

principal.title

enum

options: CEO/President, Owner/Founder, VP/Director, Manager, Administrator, Other

Principal's business title.

principal.telephone

string

example: 1234567890
minLength: 0
maxLength: 10

Principal's direct phone number.

principal.email

string

example: [email protected]
minLength: 0
maxLength: 30

Principal's direct email.

principal.dateOfBirth

string($date-time)

example: 2001-01-01T16:24:22.678+00:00

Principal's date of birth.

principal.driversLicense

string

example: D12345678
minLength: 0
maxLength: 30

Principal's drivers's license.

principal.driversLicenseState

string

example: AZ
minLength: 0
maxLength:2

Principal's driver's license issued state.

principal.ssn

string

example: 123456789
minLength: 0
maxLength: 9

Principal's social security number.

principal.percentOwnership

number

example: 80
minLength: 0
maxLength: 100

Principals ownership percentage of the business.

principal.line1

string

example: 123 E Main Street
minLength: 0
maxLength: 255

Principals home address line 1

principal.line2

string

example: Suite 101
minLength: 0
maxLength: 40

Principals home address line 2.

principal.city

string

example: Phoenix
minLength: 0
maxLength: 40

Principal's home address city.

principal.postalCode

string

example: 85251
minLength: 0
maxLength: 10

Principal's home address postal code.

principal.countrySubdivision

string

example: AZ
minLength: 0
maxLength: 2

Principal's home address state.

principal.country

string

example: USA
minLength: 0
maxLength: 3

Principal's home address country.

merchant.name

string

example: ExactPay DS, LLC.
minLength: 0
maxLength: 255

The company's legal name.

merchant.businessRegistrationNumber

string

example: 123456789
minLength: 0
maxLength: 9

The company's business Tax-ID.

merchant.dbaName

string

example: ExactPay Donut Shop
minLength: 0
maxLength: 22

The company's business name that will be seen on cardholder statements.

merchant.establishedDate

string($date-time)

example: 2001-01-01T16:24:22.678+00:00

The date the business was established.

merchant.telephone

string

example: 1234567890
minLength: 0
maxLength: 10

The company's business phone number.

merchant.email

string

example: [email protected]
minLength: 0
maxLength: 40

The company's business e-mail address.

merchant.onlinePresence

string

example: www.example.com
minLength: 0
maxLength: 40

The company's business website URL.

merchant.facebook

string

example: facebook.com/merchant
minLength: 0
maxLength: 40

The company's business Facebook URL.

merchant.twitter

string

example: instagram.com/merchant
minLength: 0
maxLength: 40

The company's business Twitter URL.

merchant.linkedin

string

example: linkedin.com/merchant
minLength: 0
maxLength: 40

The company's business Linkedin URL.

merchant.entityType

string

options: LLC, Org, Sole Prop, Non-Profit, Corp

The company's entity type.

merchant.mcc

number

example: 5999
minLength: 0
maxLength: 4

The company's merchant category code that best describes their business.

merchant.line1

string

example: Phoenix
minLength: 0
maxLength: 255

Company's business address line 1

merchant.line2

string

example: Phoenix
minLength: 0
maxLength: 40

Company's business address line 2.

merchant.city

string

example: Phoenix
minLength: 0
maxLength: 40

Company's business address city.

merchant.postalCode

string

example: 85251
minLength: 0
maxLength: 10

Company's business address postal code.

merchant.countrySubdivision

string

example: AZ
minLength: 0
maxLength: 2

Company's business address state.

merchant.country

string

example: USA
minLength: 0
maxLength: 3

Company's business address country.

businessProfile.servicesDescription

string

example: B2B Billing Platform
minLength: 0
maxLength: 255

A brief description of the goods or services being sold.

businessProfile.currentlyAcceptingPayments

boolean

options: true, false

Determine if the merchant is currently accepting credit cards through another provider.

businessProfile.currentProcessor

string

example: Payment Company
minLength: 0
maxLength: 255

If the merchant is currently accepting credit cards, who are they processing with?

businessProfile.currentGateway

string

example: Payment Gateway
minLength: 0
maxLength: 255

If the merchant is currently accepting credit cards, which gateway are they using?

businessProfile.reasonForLeaving

string

example: Rates
minLength: 0
maxLength: 255

A brief explanation of why they are leaving their current processor.

businessProfile.acceptanceMethods

number

options: moto, internet, swipe, keyed

Provide a numeric value for each acceptance type, totalling 100.

businessProfile.recurringServices

boolean

options: true, false

Determine if the merchant is processing recurring billing payments.

businessProfile.recurringServicesDescription

string

example: Subscription Billing
minLength: 0
maxLength: 255

A brief description of the services offered associated with recurring payments.

businessProfile.refundPolicyDescription

string

example: Refund within 30 days
minLength: 0
maxLength: 255

A brief description of the refund policy or link to refund policy on website.

businessProfile.paymentTime

enum

options: upon purchase, upon download, at time of delivery, other

A brief description of when the payment is processed.

businessProfile.deliveryTimeframe

enum

options: immediate, within 7 days, within 14 days, within 30+ days

A brief description of when the goods or services are provided to the cardholder.

averageTicketSize

number

example: 500
minLength: 0
maxLength: 20

The average dollar amount of payments processed.

maxTicketSize

number

example: 1500
minLength: 0
maxLength: 20

The projected highest dollar amount a payment may be processed for.

anticipatedMonthlyVolume

number

example: 50000
minLength: 0
maxLength: 20

The projected total transaction volume amount processed within a given month.

bankName

string

example: U.S. Bank
minLength: 0
maxLength: 25

The name of the banking institution that funds will be deposited into.

routingNumber

number

example: 122100024
minLength: 0
maxLenght: 9

The ABA bank routing number associated with your bank account.

ddaNumber

number

example: 2233445566

The DDA bank account number associated with your bank account.