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Core Concepts

Pagination

How to page through list results.

Errors

HTTP status codes and error response structure.

Resources

Agents

Manage sales agents, their merchant assignments, documents, and notes.

Applications

Create and advance merchant applications through the full underwriting and boarding workflow.

Merchants

Manage active merchant accounts, pricing schedules, equipment orders, and documents.

Partners

Manage partner organizations, processor settings, and downstream pricing.

Reporting

Pre-aggregated KPI metrics and summary data scoped to agents, merchants, and partners.

Tickets

Create and manage support tickets, activity feeds, watchers, and document attachments.