For the complete documentation index, see llms.txt. This page is also available as Markdown.
Monitoring Home page
The Home page provides an overview of key business data through tiles and charts displayed upon signing into the Merchant Portal. It allows merchants to monitor sales, deposits, and other financial data.
Watch the interactive walkthrough below to explore your merchant dashboard and monitor account activity.
The Home page provides a quick overview of key business metrics. It includes:
Select Merchant by MID/DBA
Last deposit amount
Yesterday’s total sales
Year-to-date volume
PCI status
Certification status
Direct link to search for questions and answers on the Support site
Screenshot: Merchant Portal homepage
To ensure a seamless experience, the portal automatically displays data for the last viewed Merchant ID (MID) each time you log in.
Merchant must identify and select the correct merchant ID with physical address or DBA (Doing Business As) name for your action.
Sales volume
The Sales Volume chart provides a visual representation of monthly sales trends. It helps merchants track their business performance over time by comparing revenue across different months. The chart highlights the total sales amount for each month, making it easy to identify growth patterns and business trends.
