Merchant account dashboard

Before you start: get access to merchant accounts

A merchant account is a real bank account managed by TrueLayer on your behalf.

When you sign up on Console you immediately get access to two merchant accounts in sandbox (one each for EUR and GBP).

In sandbox, there is an upper limit of 50000 GBP for withdrawals from a merchant account. This limit does not apply to live merchant accounts. Note that no money actually moves when you make a payment to or from a sandbox merchant account.

You can find your merchant account details on Console or by making requests to our merchant account endpoints.

To use merchant accounts in your live environment, contact Support.

Your merchant account dashboard

Go to Console > Payments V3 > Merchant Account to see your merchant account dashboard. Here you can see the transaction history of any merchant accounts you own (GBP or EUR).

Toggle between your GBP and EUR merchant accounts by clicking the tiles at the top of the screen.

Historical balances

Click Historical balances for an overview of the total in your balance over the past 7 days or 6 months.

Generate a report of your balances

Generate a CSV report of your historical balance by clicking the Generate Report button to the top right of the screen.

Details

Click the Details tab to see the details of your merchant account, including:

• merchant account id
• beneficiary name
• sort code
• account number
• IBAN

Merchant account sweeping

If your bank details have been verified, you can set up sweeping through the merchant account dashboard. This is where funds are automatically paid from your merchant account to an external account above a certain value.

Generate a transactions report

Generate a CSV report from your merchant account dashboard with a record of all transactions into and out of your merchant account. This includes in-progress and failed transactions, unlike the report that you generate in the payments view.

Click the Generate report button to the right of the screen to:

• choose a daily or monthly report
• choose the period to see transactions over
• choose whether to generate a report of your GBP or EUR merchant account

Click Generate CSV report to create the CSV.