Tips for using Merchant Portal

The menu is on the left

I will say there isn't anything you can mess up in there so feel free to explore as much as you have time for. The sections I use most often are the transaction finder, if your search options go away be sure to click the search button in the top right corner.

Also look for this at the bottom of your screen, if you see the gray bar isn't all the way to the right, you are missing additional buttons that can provide info.

Scroll to the right till you see the action buttons, click it to be able to see more details on the transaction.

Default reports are also helpful. The Batch Settlement report and the Funding report are my most used but you can create your own custom reports as well.

Terminals batch out every night and transmit data to the processor. The batch report will tell you the day this happened and will show you all the transactions that were in that batch. The total of the batch will match the total on your bank statement to help you reconcile. There is some lag time as it takes a day or two for the reports to populate after they have settled.