Merchant Portal

This page provides an overview of Xplor Pay’s Merchant Portal. It explains how to manage tools, insights, and settings for your business’s payment operations.

About Merchant Portal

The Merchant Portal provides a secure, centralized interface to manage transactions, view analytics, configure payment settings, and access support. It helps you reduce manual tasks and manage payment operations efficiently.

Key capabilities

Merchant Portal provides the following core capabilities:

1

Account and transaction management

• Manage accounts and transactions independently.
• Search, filter, and export transaction data.
• View transaction details, status, and history.
• Initiate refunds or voids.

Latency requirement: Actions such as issuing a refund, voiding a transaction, or sending a receipt should occur in near real time (1 second or less) and be reflected immediately after a successful API call.

2

Real-time insights

• Access real-time payment activity and performance metrics.
• Use customizable widgets for KPIs (e.g., daily volume, top payment methods).

3

Compliance and localization

• Support global compliance requirements.
• Configure currency and localization settings.

4

Payouts and settlements

• View payout schedules and history.
• Download settlement reports.
• Configure bank accounts for payouts.

5

Payment configuration

• Enable or disable payment methods (e.g., cards).

6

User management

• Role-based access control (Admin, Finance, Support).
• Invite and manage team members.

Latency requirement: Changes such as adding a user or updating permissions should reflect in near real time (1 second or less).

7

Support and documentation

• Access integrated help center with guides and FAQs.
• Submit tickets or use live chat (if available).
• View real-time system status updates.

8

Notifications and alerts

• Receive e-mail and in-portal alerts for key events (for example, failed payouts and chargebacks).
• Configure notification preferences.

Requirements

To access the Merchant Portal, you need an active Xplaor Pay account with the appropriate role (RBAC governs access).

Related topics

To start with the Merchant Portal, see Merchant Portal.