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Rename labels for your business

Customize the words SplitRun uses (Merchant, Agent, Data Source, etc.) to match your industry, via an industry preset or per-label overrides.

SplitRun lets you rename the things it tracks so the app speaks your language — Merchant vs Account vs Client, Agent vs Sales Rep, Data Source vs Processor, and so on. Changing labels is purely cosmetic; it never affects any calculation.

Set an industry preset

  1. Go to Settings → Labels.
  2. In Industry Type, pick the type that best matches your business.
  3. Click Apply preset to fill in that industry's standard terminology in one go.

The preset is a starting point — you can then fine-tune individual words.

Customize individual labels

In Customize Labels, each entity has a field showing its default as placeholder text. Type an override to change it; leave it blank to keep the default. Click Save Labels. The new wording appears throughout the app (navigation, tables, reports).

Common labels you can change include: agent/agents, merchant/accounts, data source/vendor, total profit, total revenue, net revenue, and the deduction type names (affiliate, partner).

Good to know

  • Cosmetic only. Renaming Merchant to Account changes the word everywhere but not a single number.
  • This guide uses defaults. Throughout this knowledge base we use SplitRun's default names and note common alternatives — see Key concepts & glossary. If your screen shows different words, they map one-to-one to the concepts here.
  • Reports follow your labels too, so statements you send out use your vocabulary.