Overview
What the Merchant Portal journey looks like and what to keep ready.
The journey
| # | Step | Page |
|---|---|---|
| 1 | Sign in and start | Sign in and start |
| 2 | Verify your business (PAN, GST) | Verify your business |
| 3 | Business details | Business details |
| 4 | Business documents | Business documents |
| 5 | Owners and signatories | Owners and signatories |
| 6 | Identity checks | Identity checks |
| 7 | Security questions | Security questions |
| 8 | Address visit | Address visit |
| 9 | Sign the agreement | Sign the agreement |
Also: If you were invited as an owner or signatory and Status meanings and help.
Your type of business
| Type | How the portal knows | Journey |
|---|---|---|
| Sole proprietor | 4th letter of the business PAN is P | A shorter path |
| Company, LLP, partnership, trust, society | Any other business PAN | The company path |
You do not choose. The portal works it out from the PAN you enter and shows the type after GST.
On the company path only the registration check differs: a company verifies a CIN, an LLP verifies an LLPIN, and partnership, trust and society have no such step. Each page marks these differences.
Keep these ready
- Business PAN and GST number
- A cancelled cheque, a recent bank statement, your PAN card and GST certificate
- A business proof for your industry, for example a registration certificate
- Your mobile number, a clear photo, and your Aadhaar offline ZIP file with its 4-digit share code
- All except sole proprietor: a board resolution, and the PAN and email of every owner and signatory
- Company: CIN, Certificate of Incorporation, Memorandum and Articles of Association
- LLP: LLPIN and the LLP incorporation certificate
How review works
- Each section ends with Submit for review. Our team checks it. You can keep working on other sections meanwhile.
- A section can come back as Action required if something new needs doing.
- Sign the agreement opens last, once everything is approved.
Updated 15 days ago
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