Merchant account dashboard

Quickly see your merchant account balances, access balance reports, and configure sweeping.

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, you can effectively withdraw as much as you want from a merchant account. However, the payout will fail if the merchant account doesn't contain sufficient funds. Note that no real 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 these associated values:

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

Merchant account sweeping

Contact us to link a business account to your merchant account.

Once this link is set up, you can set up sweeping through the merchant account dashboard. Sweeping means that when the funds in your merchant account reach a certain threshold, it is automatically transferred from your merchant account to the linked business account.