Live Portal

Welcome to our portal, where accessing payment information is a breeze. Here's how you can navigate through transactions and settlements.

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Transactions:

To view transactions, head over to the 'Sales' tab and click on 'History'.

Our system will automatically load your transaction list from the last three months. You can extend this to up to 12 months or select a custom date range.

Transactions will be presented in a list format, providing a transaction summary for each entry.

For a more detailed breakdown of a specific transaction, simply select it.

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Watch the video below for a visual guide on navigating transactions.

Transaction list:

All transactions can be viewed and filtered using the below transaction details:

• Date: the date and time of the transaction
• Ref No: the transaction reference number
• TID: Terminal ID
• Product Type: Terminal, Virtual Terminal, eCommerce or LiveTap
• Card No.: the last 4 digits of card number
• Method: card schemes (VISA/MasterCard/AMEX...) or payment method (WeChat, Alipay...)
• Status: The status of the transaction (i.e. Approved, Declined, Hold)
• Amount: The total sale amount

Transaction detail:

From the transaction list, click on a row to open a transaction record.

In the below video, click on a void record, you will see:

• More details of the record
• Other related record: in this example, it is a record for Sales transaction

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In the next video, click on another Sale record, you will see:

• More details of the record (fee, payments...)
• Other related records (latest on top):
  • chargeback (-$2.34)
  • 2nd refund (-$50.00)
  • 1st refund (-$50.00)

Settlement:

To view Settlement, head over to the 'Report' tab and click on 'Settlement'.

Starting in 2024, you can now specify both the date and time for a filtered range of transactions. This feature is especially useful for certain merchants who need precise tracking and management of transactions. To learn how to utilize this feature effectively, please follow the instructions provided in the video below

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The portal empowers you to search for transactions by filtering specific transaction details. It's important to note that the filters work within the currently selected date range. To learn how to effectively utilize these filters, watch the instructional video provided below.

Search a Transaction by Reference Number

Find Transactions by Reference Number: Enter full or partial reference and click Search or press Enter

Search a Transaction by Amount

You can search transaction dollar amounts in any numerical format.

Search a Transaction by Card number

You can search using a partial card number, where the system will search for matches in either the first six or the last four digits of the card number.

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You can export transactions in Comma Separated Value (.csv) format by clicking the export button (as demonstrated in the clip below). Before exporting, you can apply Product Type or Date range filters to export only specific transactions.

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The exported transaction file contains the following column headers:

• Transaction Date    
• Processing Date    
• Reference Number
• Terminal Type    
• Terminal ID    
• Product Type
• Transaction Type    
• Amount
• Total Amount    
• MSF (inc GST )    
• Transaction Fee    
• Additional Fees
• Transaction Status    
• Method    
• Card Number    
• Pay Status    
• Settlement Date    
• Settlement Amount    
• Payment Reference Number
• Description
• Other fields also available upon your terminal type (RRN, Tips, Cash Out, Surcharge, Rebate, Order Number, Customer name...)

Go to "Settings", select "Account", click "Change password"

Passwords must meet a minimum criteria before they can be updated.

• Minimum 8 characters long
• Minimum 1 uppercase & lowercase
• Minimum 1 number
• Minimum 1 symbol e.g #$@%

Once you have created a new password, you will receive a new password confirmation email.

1. To reset your password, select Forgot password from the portal login page.

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2. Enter your username (Typically your email address), then Select Send Link to reset password to your registered email address.