Merchant Account template

What this template is

The Merchant Account template stores payment processor and POS credentials—acquirer name, Merchant ID (MID), terminal ID, portal URL, and optional settlement account reference—with duplicate hints and strict share masks on MID.

When to use it (and when not to)

Good fits

• Card processor MID and terminal ID for a retail location
• Processor portal login separate from personal bank credentials
• Handing off processor details to a bookkeeper via selective disclosure

Use something else instead

Everyday workflows

Onboard a new card terminal

1. Enable Merchant Account under Enable category template packs → Retail & stores.
2. Create one item per processor or location; fill MID and terminal ID.
3. Link mentally to a Retail Location item for the same store number.

Share with a bookkeeper

1. Open the item and use selective disclosure—MID and settlement reference stay hard-blocked by default.
2. Include acquirer name and portal URL only when the recipient needs portal access.

Fields at a glance

What you need

Steps

Enable the pack

1. Unlock your vault and open Settings → General → Category templates (https://se.nt2.me/settings/general/templates).
2. Under Retail & stores, toggle Merchant Account On.

Create a merchant account item

1. Open https://se.nt2.me/assets and select Add asset → Merchant account.
2. Enter a title and fill acquirer, MID, and portal URL.
3. Add terminal ID, store number, and portal credentials as needed.
4. Save. NT² may show a duplicate hint if MID (and optional TID) matches an existing item.

Copy portal credentials

1. Open the item from the asset list.
2. Copy portal username or password when logging into the processor console.
3. Paste within 30 seconds—clipboard auto-clears after that.

Update or remove

1. Edit when the processor reissues MID or portal credentials after migration.
2. Archive closed locations; keep settlement details in Bank Account.

Tips and common mistakes

• Enable pack first—Merchant Account appears under Retail & stores, not core builtins.
• MID is not a bank account—full settlement routing belongs in Bank Account.
• Duplicate hints help—save once per MID per location; split prod vs test terminals if needed.
• Product boundary—NT² stores credentials only; it does not process payments or integrate with processor APIs.

Related

• Enable category template packs
• Bank Account template
• Retail Location template
• Invoice / Receipt template
• Manage assets