# Overview

The **Merchant Portal** is the central workspace for merchants.

Use it to track sales and funding, manage transactions, handle disputes, and get support.

### Start here

{% stepper %}
{% step %}

### Get access

Start with [Accessing the Merchant Portal](/merchant-portal/merchant-portal/accessing-the-merchant-portal.md).
{% endstep %}

{% step %}

### Learn the layout

See [Navigating the User Interface](/merchant-portal/merchant-portal/navigating-the-user-interface.md).
{% endstep %}

{% step %}

### Explore what you can do

Jump to [Core Features](/merchant-portal/merchant-portal/core-features.md).
{% endstep %}
{% endstepper %}

### Common tasks

* Monitor today’s activity: [Monitoring Home Page](/merchant-portal/merchant-portal/core-features/monitoring-home-page.md)
* Find, void, and refund payments: [Managing Transactions](/merchant-portal/merchant-portal/core-features/managing-transactions.md)
* Review batch totals: [Accessing Batches](/merchant-portal/merchant-portal/core-features/accessing-batches.md)
* Track deposits and funding: [Managing Funding Transactions](/merchant-portal/merchant-portal/core-features/managing-funding-transactions.md)
* Take a payment in Virtual Terminal: [Managing Virtual Terminal](/merchant-portal/merchant-portal/core-features/managing-virtual-terminal.md)
* Manage disputes and chargebacks: [Managing Disputes](/merchant-portal/merchant-portal/core-features/managing-disputes.md)
* Download statements and tax forms: [Managing Statements & Tax Forms](/merchant-portal/merchant-portal/core-features/managing-statements-and-tax-forms.md)
* Update settings and alerts: [Managing Account Settings](/merchant-portal/merchant-portal/core-features/managing-account-settings.md) and [Managing User Notifications](/merchant-portal/merchant-portal/core-features/managing-user-notifications.md)
* Contact support: [Managing Support Tickets](/merchant-portal/merchant-portal/core-features/managing-support-tickets.md)

### Step-by-step guides

* Virtual Terminal end-to-end: [Virtual Terminal](/merchant-portal/guides/virtual-terminal.md)
* Disputes workflow: [Disputes Management](/merchant-portal/guides/disputes-management.md)
* Support ticketing deep dive: [Support Ticketing](/merchant-portal/guides/support-ticketing.md)

{% hint style="info" %}
If you’re looking for the partner-facing experience, go to [Partner Portal Overview](https://docs.xplorpay.com/partner-portal).
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.xplorpay.com/merchant-portal/merchant-portal/overview.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.