Capture partner and merchant details for onboarding
Who are you onboarding?
Select the entity type to load the relevant information gathering form.
🏪
Merchant
A business that wishes to accept payments via Off-Us (3rd party) channels through Moment's Conductor or via own On-Us (it's own) channels using Moment's platform
🤝
Partner
A payment channel partner integrating with Moment's Conductor to present Merchant bills or a payment method provider with whom Moment integrates for payment methods
Core Details
Basic information about the entity being onboarded.
The other side of this engagement — used together with the answer above to determine the full onboarding scenario.
Only relevant since one side of this deal is an existing merchant or partner.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple countries
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple currencies — include settlement currency if different from transaction currency
Select both if this engagement spans both channels.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Merchant Details
Merchant-specific classification and presentment information.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Partner Details
Partner-specific classification and channel coverage information.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Integration & Technical
Integration model, settlement, and technical configuration requirements.
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Hold Ctrl (Windows) or ⌘ (Mac) to select multiple
Channels & Bill Types
Channel coverage, touchpoints, and billing integration requirements.
Payment Methods
Required payment method categories and sub-types for Off-Us and On-Us markets.
Acquiring
Acquiring types and available channel configuration.