Merchant Portal Reference Guide (QRG)
The updated merchant portal will provide a fresh look on transactional data to enhance usability and provide a snapshot of historical data. A new "Landing Page Dashboard" is the first thing you will see to allow improved visibility to transaction reporting.
This document outlines the changes and gives you a quick walk-through for what to expect when the updates take place to the Merchant Reporting Portal.
Find out what's new
Below is a list of new things in the portal and a few features coming soon.
| Portal Feature | Description | Readiness |
|---|---|---|
| Landing Page Dashboard | Provides transactional data in a 7-day snapshot view | LIVE |
| Search by Card Type | Search transactions by each card type | LIVE |
| Data Filtering | Filter reporting on the screen to display only the transactions you want to see | LIVE |
| Self-Service Chargebacks | Emailed chargeback notifications, upload responses to the portal, online tracking at your fingertips in the merchant portal. | COMING 2023 |
| Virtual Terminal | Process transactions on the go when needed in the Merchant Portal | LIVE |
Last updated: 11/18/2022