Self-service e-commerce platform
The workspace brings supported commerce events, approved program rules, calculated value, virtual card status and reconciliation into one order-linked operating record.
The account and Shopify connection begin onboarding. Access to program, calculation, virtual card and reporting capabilities is enabled gradually after iComply verification, program approval and applicable provider review.
Workspace capabilities
Each capability preserves the customer, store, order, rule and funding context needed to explain why value was calculated, issued or later adjusted.
Authorize the native store connection and keep supported customers, orders, fulfillment events and refunds attached to stable commerce references.
Define the funded offer, eligible customers and purchases, effective period, exclusions and customer-facing terms for the approved program.
Apply the effective fixed, percentage or tiered formula to eligible net order activity and preserve the source inputs behind the result.
Move approved rebate value into a provider-supported virtual card flow after the required order state and program approvals are satisfied.
Keep calculations, approvals, funding, issued value, card status and later movements connected instead of replacing prior history.
Use synchronized refunds and controlled corrections to recalculate, reverse or otherwise adjust value under the approved terms.
Compare eligible orders, approved rebates, merchant funding, virtual card activity and outstanding adjustments for each program period.
Review program activity by store, campaign, rule, customer cohort and period using the records supported by the approved data scope.
Access states
A merchant can see where onboarding stands without treating account creation as automatic approval for every card or program function.
Shopify registration and business details begin the onboarding record.
The company and relevant people complete the iComply verification workflow.
Funding, terms, data, use case and provider requirements are assessed.
Approved self-service functions become available gradually for the account and program.
The platform records and operates approved rebate program logic. It does not independently fund customer value, guarantee eligibility or replace the terms and responsibilities of the merchant, issuer, payment network, verification provider or other participating service provider.
Platform questions
No. Signup starts Shopify onboarding. Verification, program review and applicable provider approval occur before relevant self-service capabilities are enabled gradually.
Shopify is the native active connection. Other e-commerce platforms are reviewed separately and are not represented as automatically available or equivalent.
No. The merchant defines and approves the funding model, formula, caps and customer terms. The workspace records and applies the approved program configuration.
No. Use depends on the applicable payment network, issuer, program, jurisdiction, card controls, available balance and other card limits.
A correction should create a linked adjustment or reversal while preserving the original order event, calculation, approval and card record.
Shopify self-service onboarding
Open your Shopify account, complete business verification and move through program approval before self-service capabilities are enabled.
Open your Shopify account