Getting started
Get started with your Merchant Portal
Sign in, confirm the business and your access, and choose where to begin.
Merchant Portal
Merchant Portal user guide
Understand your payment workspace, manage daily tasks and follow transactions through fees, statements and deposits.
Follow the guide for your configured workspace. To practice safely, open the interactive Merchant Portal demo. Search all guides.
Getting Started
Getting started
Find your way around and read Overview
Use navigation, month selection, and summary cards without confusing activity with funding.
Getting started
Resolve common problems and contact support
Check evidence before repeating an action or escalating.
Getting started
Practice in the local Merchant Portal demo
Explore synthetic activity and reset without expecting real payments or messages.
Payments
Payments
Find a transaction and export a report
Filter records, open their details, and check the scope of an export.
Payments
Understand payment statuses
Separate approval, settlement, declines, returns, and refunds before acting.
Payments
Take a payment in the Virtual Terminal
Prepare the amount, choose an available method, and verify one payment attempt.
Payments
Choose between cards, eCheck, and saved methods
Understand why payment choices differ between accounts.
Payments
Refund or void an eligible payment
Check the original payment, available action, and reversal result.
Payments
Share your public pay page and try sample checkout
Understand the general payment link, its QR code, and the customer checkout simulation.
Customers
Customers
Look up a customer and their payment history
Search the directory and understand how records are grouped.
Customers
Use and manage saved payment methods
Find a masked method and avoid disrupting recurring payments.
Reporting
Reporting
Track deposits and reconcile funding
Compare net funding with your bank statement and distinguish estimates.
Reporting
Find and use your monthly statements
Download a statement and compare the same month across reports.
Reporting
Understand fees and your blended rate
Compare period totals, fee lines, and a sample effective-rate calculation.
Invoices And Recurring
Invoices and recurring
Create an invoice with line items
Prepare customer details, review the total, and choose supported payment options.
Invoices and recurring
Send, share, and track an invoice
Distinguish draft creation, delivery, payment, and cancellation.
Invoices and recurring
Set up recurring payments
Review amount, schedule, duration, and authorization before creating a plan.
Invoices and recurring
Change, pause, or cancel a subscription
Manage a plan and address an overdue installment as separate tasks.
Invoices and recurring
Understand Savanah invoice follow-up
Check availability, collection mode, and outcomes before using automated follow-up.
Exceptions
Exceptions
Investigate a returned or declined payment
Find the reason and confirm what happened before another collection attempt.
Exceptions
Review a dispute and prepare a response
Use case details and guidance, and confirm whether filing is enabled.
Account Settings
Account settings
Choose your email alerts
Set events, verify the address, and save threshold changes.
Account settings
Protect sign-in with two-factor authentication
Enroll an authenticator, maintain contacts, and review sign-in history.
Account settings
Manage team access and understand permissions
Invite the intended person and resolve missing actions.
Account settings
Review branding, receipts, and account options
Save customer-facing details and understand settings that affect payment presentation.