Applications & Merchant Onboarding

Overview

The Applications page is where you initiate and track the onboarding process for new merchants. Each application represents a merchant going through the Know Your Business (KYB) verification process before they can start accepting payments.

Application List

The applications table displays all your onboarding applications with the following information:

Column	Description
Organisation	The merchant’s business name and application ID
Country	Country flag and code where the merchant operates
Corporate ID	The merchant’s corporate registration number
Status	Current application status
Last Activity	Date of the most recent status change

Filtering Applications

You can filter applications by:

• Date range — use the date pickers to narrow by creation or activity date
• Status tabs — quickly filter by All, Expired, Submitted, or Merchant Created
• Search — type a name, ID, or status in the search bar

Application Statuses

Applications progress through several statuses:

Status	Description
Created	Application has been initiated but the KYB process has not started
Submitted	Application has been submitted for KYB review
Merchant Created	KYB approved — the merchant account is now active
Expired	The application was not completed within the required timeframe

Creating a New Application

Click the + New Application button in the top right corner to start onboarding a new merchant.

Required Information

To create a new application, you need to provide:

1. Country — the country where the merchant will operate
2. Corporate ID — the merchant’s official business registration number
3. Organisation name — pulled automatically from company registries when available
4. Contact details — email and phone number for the merchant
5. Store information — at least one store must be configured during onboarding

The system will automatically look up the company details from public business registries based on the corporate ID.

Onboarding Flow

1. Fill in the merchant’s business details
2. Configure the initial store (name, email, phone)
3. Submit the application
4. Share the signing link with the merchant
5. The merchant completes the KYB process
6. Once approved, the merchant account is created automatically

Application Details Panel

Click on any application row to open the details panel on the right side. This shows:

• Application ID — unique identifier for the application
• Status — current application status with visual indicator
• Merchant ID — assigned after merchant creation (links to the merchant page)
• Store ID — assigned after the store is created

Signing Links

The details panel also shows Signing Links for applications that require KYB completion. Each signing link includes:

• The signing configuration name
• The email address associated with the link
• Whether it’s a Combined or Separate signing flow
• A Copy Link button to share the KYB URL with the merchant

You can share this link directly with the merchant so they can complete their KYB verification process.

Best Practices

• Follow up on pending applications — check the Submitted tab regularly and reach out to merchants who haven’t completed their KYB
• Monitor expired applications — if applications are expiring, consider reaching out to merchants sooner after creation
• Use date filters — when managing a large portfolio, use date filters to focus on recent applications