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

1

Get access

Start with Accessing the Merchant Portal.

2

Learn the layout

See Navigating the User Interface.

3

Explore what you can do

Jump to Core Features.

Common tasks

• Monitor today’s activity: Monitoring Home Page

• Find, void, and refund payments: Managing Transactions

• Review batch totals: Accessing Batches

• Track deposits and funding: Managing Funding Transactions

• Take a payment in Virtual Terminal: Managing Virtual Terminal

• Manage disputes and chargebacks: Managing Disputes

• Download statements and tax forms: Managing Statements & Tax Forms

• Update settings and alerts: Managing Account Settings and Managing User Notifications

• Contact support: Managing Support Tickets

Step-by-step guides

• Virtual Terminal end-to-end: Virtual Terminal

• Disputes workflow: Disputes Management

• Support ticketing deep dive: Support Ticketing

If you’re looking for the partner-facing experience, go to Partner Portal Overview.