Navigating the Merchant Portal

Dashboard Overview

The Dashboard provides a comprehensive snapshot of your merchant account’s performance. It displays key data points that help merchants monitor transaction activity and business trends at a glance.

Metrics Displayed:

Last Month’s Volume: Total transaction volume processed during the previous month.
Current Month’s Volume: Total transaction volume processed so far this month.
Current Day’s Volume: Total transactions processed for the current day.
Average Daily Volume: The average transaction volume per day, calculated based on the past three months.
Average Ticket Size: The average amount per transaction, offering insight into customer spending patterns.

Charts Displayed:

Daily Transaction Comparison Chart:
This chart compares your current month's and previous month’s transaction volumes on a day-by-day basis, allowing you to track trends and identify growth or fluctuations.
Monthly Transaction Volume Chart:
This chart summarizes your total transaction volume by month, providing a clear view of overall business performance and seasonal trends.

Transactions Overview

The Transactions module allows you to view and manage all transactions performed under your merchant account.

Functions include:

Virtual Terminal Overview

The Virtual Terminal enables you to perform key transaction functions directly from the portal.
Functions include:

Processing sales and authorizations
Issuing refunds
Creating E-Invoices
Setting up Recurring Billing

Note: If a merchant does not see Virtual Terminal in their sidebar menu, merchants should contact your ISO for more information.

Device Management Overview

The Device Management section allows merchants to view and manage all devices associated with their account.

Merchants can:

Edit device parameters
View device vitals such as connectivity method and strength, battery percentage, and app version

Engage My Customer Overview

The Engage My Customer module tracks all customer-related data and transaction history, grouping information by customer. By collecting contact details (e.g., phone numbers), merchants can send promotional messages directly to targeted customer segments such as:

Loyal Customers
Lost Customers
High Spenders

Promotions Overview

The Promotions module allows merchants to create and manage custom promotional messages delivered to customers via printed or SMS receipts.

Features include:

Designing MMS or SMS templates and campaigns
Integrating promotions with the Engage My Customer module

Note: Merchants must be enrolled in Engage My Customer to access the Promotions module.

Valor Shield RT Overview

For E-Commerce merchants, Valor Shield RT allows merchants to enable or disable the acceptance of online orders based on shipping address and/or IP address location.

Contact Us Overview

The Contact Us section displays the merchants ISO’s contact information. This same information is also accessible on the merchant's payment terminal by pressing the Call Me icon.

My Tickets Overview

The My Tickets module lets merchants create, edit, and track support tickets associated with their account.

You can:

Describe the issue and its category
Add additional details and a callback number
View the status of existing tickets

My Settings Overview

Within My Settings, merchants can configure how transaction receipts and reports are delivered.

Options include:

Emailing receipts to the address on file
Receiving settlement reports via email, print, or both

Reports Overview

The Reports module provides access to merchant transaction summaries and batch reports. Reports can be viewed or exported in Excel format for record-keeping or analysis.

Downloads Overview

The Downloads section allows merchants to access and download key resources such as user guides, plugins, and the Valor SDK.