Once you've completed your MVP, here's some functionality you can add to your integration.

Reporting

Send Metadata

Adding metadata to your Payins can increase the value of your embedded reporting. Consider sending fields like customer name, customer email, purchase ID, and more.

Configure reporting

You can then customize your deposit and payment report components by adding a metadata column, re-ordering the fields displayed, and configuring the look and feel of your components.

Onboarding

Simplify and automate the merchant onboarding experience with our merchant onboarding component, self service verifications, and expanded webhooks.

Embedded merchant onboarding

Depending on how many merchants you plan to onboard, integrating onboarding might be up next. Check out onboarding merchants and the merchant onboarding component. Listening to our webhooks can ensure merchants are in the right status and know what they need to do next.

Improve merchant flows with Merchant Self-Service Verification

If your merchant needs additional verification during onboarding, you can automate this verification process by listening to the onboarding webhooks and redirecting the merchant back to the onboarding component to add or edit any needed information or documentation. Review our changelog on self-service verifications.

Note: The platform can self-service applications directly in the portal on behalf of the merchant. Additionally, some types of additional verification are not eligible for self-service and may be handled via support channels. Review this help desk section for more information.

Create a smoother merchant onboarding experience with Plaid

Collect your merchant's bank account using Plaid during onboarding. Check out Plaid in merchant onboarding for steps to enable this feature.

Payments and Deposits

Store payment methods for card on file or recurring payments

Store payment methods and take payments against those stored payments methods for card on file or recurring payment transactions.

Apple Pay

Enable Apple Pay for payment processing in a few easy step!

Expand webhook listening

We recommend listening to as many webhooks as possible so you can notify internal resources and merchants of chargebacks, deposit statuses, and application statuses.

• Notify merchants of chargebacks
• Notify merchants of deposits and their statuses
• Notify merchants of application statuses

Level 2/3 Processing

Collect enhanced transactional information through level 2/3 data to reduce interchange associated with business and corporate/purchasing cards.

Pro-Tip: Be sure to include a tax rate and tax amount greater than 0, whenever applicable, to maximize benefit