Klip Payments — Team Portal

Where we can process

Every country covered by at least one acquiring partner glows mint — the brighter the green, the more partners serve it. Hover — or tap on a phone — to see exactly who.

Acquiring partners

Click a partner to open its full profile. Use the button above to add a new one.

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Add merchant

Merchant name *

Company number

DBA / trading name

Region company formed

Contact email

Status

Notes

After saving, the merchant's document window opens automatically.

Bulk import from Box

Pick your Box Clients folder (or a single client's folder) and every company, director and shareholder document is uploaded into the right merchant automatically, based on the folder structure and file names. Agreements, statements and marketing files stay in Box. Safe to re-run — files already imported are skipped.

Folder

Merchants & KYC documents

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Merchant directorship

Every director recorded against your merchants — name, email, phone and ID-document status. Add or edit directors inside each merchant's document window on the Merchant KYC tab.

Filter

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Merchant go-live checklist

Every item must be reviewed and ticked off before a merchant goes live. Each row records the person responsible and the date it was actioned.

Merchant

Select a merchant to see their checklist.

Manage checklist items

The master list every merchant is checked against. Starter items are in place — replace them with the official list any time.

New checklist item

Section

Requires a file upload

Add a MID

Entity *

DBA

Merchant ID (MID) *

URL

Email for dispute enrolments

Active

Bulk import from the gateway

Paste rows from the gateway's export — one MID per line: Entity, DBA, Merchant ID, URL, Dispute email, active/inactive (comma or tab separated). Existing merchant IDs are updated in place; new ones are added.

MID register

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Add a company document

The central library of documents Klip has created — brand guidelines, NDAs, agreements, templates. Select multiple files at once to bulk-add — titles fill in automatically from the file names.

Title (optional for bulk)

File(s) *

Document library

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Open deals by stage

Connect Pipedrive in the Integrations tab to see your pipeline here.

Gateway dashboards

Add each orchestration platform's dashboard URL and switch between them below — sign in inside the frame and work without leaving the portal. If a platform's frame stays blank, that provider blocks embedding — use Open in new tab.

Platform name *

Dashboard URL *

Pipedrive (CRM)

Enter your Pipedrive company domain and API token (Pipedrive → Settings → Personal preferences → API). Stored securely, visible to the team only — powers the CRM tab.

Company domain

API token

Gateway API

Connect the gateway partner's API (or any other data source) — saved connections power in-portal reporting.

Connection name *

API base URL *

Authentication

Key / token

Test endpoint (optional, GET)

Connected APIs

No gateway APIs connected yet.

Leave a note for the team

Discussion

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Add team member

Email *

Name

Role

Team members

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Team sign in

Awaiting approval

Where we can process

Acquiring partners

Add acquirer

Details

Support

Settlement

Capabilities

Acquiring agreement with Klip

Integration

Contacts at acquirer

Add merchant

Bulk import from Box

Merchants & KYC documents

Merchant directorship

Merchant go-live checklist

Manage checklist items

Add a MID

Bulk import from the gateway

MID register

Add a company document

Document library

Pipeline overview

Open deals by stage

Gateway dashboards

Pipedrive (CRM)

Gateway API

Connected APIs

Leave a note for the team

Discussion

Add team member

Team members