Core features

The Merchant Portal brings your day-to-day merchant workflows into one place. Use it to monitor activity, manage transactions, handle disputes, download statements, and get support.

Feature areas

• Home: Monitor today’s sales, batches, and high-level account activity. Learn more: Monitoring Home Page

• Transactions: Search, filter, export, void, and refund transactions. Learn more: Managing Transactions

• Batches: Review batch status and totals for reconciliation. Learn more: Accessing Batches

• Funding: Track deposits, withdrawals, and funding details over time. Learn more: Managing Funding Transactions

• Virtual terminal: Take payments and manage card-not-present transactions. Learn more: Managing Virtual Terminal

• Chargebacks and disputes: Review chargebacks and respond to disputes. Learn more: Viewing Chargebacks and Managing Disputes

• Statements and tax forms: Download statements and tax documents. Learn more: Managing Statements & Tax Forms

• Account settings: Update business and processing settings. Learn more: Managing Account Settings

• Notifications: Control alerts and notification preferences. Learn more: Managing User Notifications

• Support tickets: Create, track, and collaborate on support requests. Learn more: Managing Support Tickets

If you want step-by-step workflows, see Guides.