Connected merchants
See activity from merchants connected to your integration, and step in where support is needed. Here you can monitor how many merchants are connected, and search for current or past merchants by name or organisation ID.
Metric widgets display the following information:
Connected merchants: Current number of merchants who have connected to your integration. Does not include disconnected merchants.
Active merchants: The number of verified merchants who successfully collected at least one payment through your integration in the last 90 days.
Unverified merchants: Merchants who have not completed GoCardless verification. They cannot collect or receive payouts until they provide the required documents and banking details.
The table lists all merchants currently and previously connected.
Verification: Verified merchants are indicated by a purple tick next to their organization name. Unverified ones are displayed in grey.
Merchant billing type: The kind of fees that GoCardless collects from the connected merchant. Will be one of Self-serve, Committed contract, Mixed or Unknown. See <link to merchant details description> for more information.
New payments: Number of payments created via your integration in the last 90 days
Activity: Active if the merchant has initiated a payment via your integration in the last 90 days. Otherwise, inactive.
Click on a row to view more merchant details.
Note: You can not manually disconnect a merchant from your integration from this page, nor through the API. You’ll need to ask your merchant to do it themselves.
Connected merchant details
View an overview of merchant performance across and access their resources.
Note: Merchant detail tabs show all activity on that merchant’s account, not just from your integration.
The navigation bar includes the following tabs: Merchant details, Payers, Payments and Payouts.
Merchant details
Monitor merchant activity across your integration and independently. This tab includes payout details and a performance overview.:
Payout details
View how merchants are charged and how they receive payouts.
Merchant billing type
When a merchant collects payments via your integration, GoCardless collects payment processing fees and also sets aside your revenue share. This can be done automatically, or periodically, as agreed on a contract. The merchant billing type shows the fee status of the connected merchant. Will be one of Self-serve, Committed contract, Mixed or Unknown.
Self-serve: The merchant's fees are deducted by GoCardless automatically.
Committed contract: The merchant's fees are invoiced separately.
Mixed: The merchant has a mix of fee types: some are deducted by GoCardless automatically, others are invoiced separately. Typical from merchants who are paid out in multiple currencies.
Unknown: We couldn't determine the billing model for this merchant. This typically applies to older accounts.
Payout schedule
The cadence with which the merchant is paid out. Can be daily, weekly, monthly or custom.
Collection currencies
Currencies in which the merchant is able to collect payments.
Note: the collection currency differs from the merchant payout currencies. A merchant can use our FX product to convert collection profits into different payout currencies.
Payout accounts
A list of payout bank accounts belonging to this merchant. Typically, merchants have one payout account per currency.
Performance overview
A quick glance at your merchant’s usage. l performance. Please note that this includes payments taken outside of your app:
Last 3 months self-serve rev share: Revenue share you earned from this merchant's self-serve payments in the last 3 months.
Active payers: The number of payers who have an active mandate with this merchant.
Last 3 months volume: Total number of payments processed by this merchant in the last 3 months.
Last 3 months failure rate: The average monthly payment failure rate for this merchant over the last 3 months.
Last 90 days collections: The merchant’s collection history over the last 90 days.
Payers
A list of all mandates this merchant created. Please note: This also includes mandates created outside of your integration.
You can search and filter payers or mandates. Search by name, email, customer ID, or mandate ID.
Click a row to view additional payer information, such as bank accounts, metadata and a list of all payments taken against this mandate.
Payments
Monitor, filter, and search all merchant payments, including the ones created outside of your integration. Search by payment ID, payer name, or description.
Metric widgets display the following information, filtered by currency:
Last 3 months volume: Total number of payments processed by this merchant in the last 3 months.
Last 90 days collections: Total payments collected for this merchant in the last 90 days.
Last 3 months self-serve rev share: Revenue share earned by your app from this merchant's self-serve payments in the last 3 months.
Last 3 months failure rate: The average monthly payment failure rate for this merchant over the last 3 months.
Click a row to view additional payment information such as mandate ID, fee/amount breakdown and payment history/event timeline.
You can easily see which payments were created outside of your integration by looking at the Source column.
Payouts
Review, view, and filter the merchant’s payout history. This also includes profits and payouts from payments made outside your integration.
Metric widgets display the following data:
Last 30 days' payouts: Total value of payouts to this merchant in the selected period. You can alter the period via the drop-down.
Pending payouts: Total value of payouts currently pending for this merchant.
Estimated next payout: The date of this merchant's next estimated payout.
Click a row to view additional payout information, such as creditor and creditor bank account ID, arrival date, fee/amount breakdown and a list of credit and debit events linked to the payout.