Navigating your Merchant Portal

In this article, you'll learn how to navigate your merchant portal, view transactions, filter payments, and add a new bank account.

Step 1: Start by accessing your merchant portal. Once you're in, navigate to the dashboard.

Step 2: On the dashboard, you'll see an overview of your transactions.

Step 3: To find your payments, navigate to the section labeled "Latest Payments".

Step 4: Use the filter option to view transactions from a specific date.

Step 5: You can also choose a date range such as the last 7 days, 30 days, or the current month.

Step 6: All your payments will be listed here. Declined payments and disputes can be found under the "Transactions" section in "Finance".

Step 7: To view a specific batch of payouts, click on the batch id.

Step 8: To add another account, navigate to "Merchant Accounts".

Step 9: Click on "Manage Bank Accounts" and then "Add Bank Account". Fill out the necessary information to add the new account.