> For the complete documentation index, see [llms.txt](https://support.xplorpay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.xplorpay.com/getting-started/use-merchant-portal.md).

# Use Merchant Portal

Learn how to use Merchant Portal reporting, transaction, funding, and account features.

Merchant Portal provides reporting, transaction management, PCI status, funding details, and account settings.

Sign in at [Merchant Portal](https://merchantportal.xplorpay.net/). The portal displays the last Merchant ID that you viewed when you next sign in.

### What you can do

* View real-time transaction reporting, if you use Quest.
* Void transactions, issue refunds, and adjust tips with Virtual Terminal access.
* Review reconciliation data, PCI status, and sales volume.
* Use the portal from a mobile device.

### Review Today’s Stats

**Today’s Stats** appears after you sign in. It shows:

* Last deposit amount
* Yesterday’s total sales
* Year-to-date volume
* PCI status
* A link to the Support Site

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2FBHuJoTbV1CXfIWl87msS%2Fimage.png?alt=media&amp;token=db18c13b-f7bd-4cbf-b890-907810cb9403" alt=""><figcaption></figcaption></figure></div>

### View sales volume

View month-to-month total sales volume in the **Sales Volume** section.

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2FKs7wcN26Wv7oajrMrtRk%2Fimage.png?alt=media&amp;token=7bb8042b-c782-4e9a-ae2e-f97702deaca8" alt=""><figcaption></figcaption></figure></div>

### Manage batches and transactions

#### Open Batches

View daily volume, business statistics, and detailed batch and transaction information by location. You can close a batch or view its associated transactions.

#### Closed Batches

View closed and funded batches and their transactions. Export data from this view.

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2FkKsFE0lk8HaGXpwIMwq1%2Fimage.png?alt=media&amp;token=6f238c01-003f-459a-b9ba-a114c2682fbf" alt=""><figcaption></figcaption></figure></div>

#### Transactions

Search transactions across all terminals. Customize the view to show the information you need.

To change displayed data, select **Manage Columns**. Then select or clear each column. Your custom filters save automatically.

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2FC2hgN24nCiiOaC1nXBWn%2Fimage.png?alt=media&amp;token=91a2d1dc-41dc-4545-8910-e94241e3726d" alt=""><figcaption></figcaption></figure></div>

### Review funding

Select **Funding** to view deposits and withdrawals. Set a custom date range as needed.

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2FqTXlEdYoc3rDqyjgkX8I%2Fimage.png?alt=media&amp;token=2ce63c05-7b87-4116-87cc-7b8a78387577" alt=""><figcaption></figcaption></figure></div>

### Take payments with Virtual Terminal

Virtual Terminal lets authorized users manually enter credit card payments.

1. Select a Merchant ID and terminal ID.
2. Select the transaction type.
3. Enter the required payment details.

Available transaction types include sale, authorization, force sale, unmatched refund, and request payment.

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2F3xsQe6dCfOV4dmMgcw0B%2Fimage.png?alt=media&amp;token=81d9d103-a5e2-44fe-9337-201a44f4296c" alt=""><figcaption></figcaption></figure></div>

#### Configure Virtual Terminal settings

Use **VT Settings** to choose the fields included or required for Virtual Terminal transactions.

Some settings apply to every terminal for a merchant. The portal identifies any terminal-specific requirements.

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2F3vvpoCAWcBAvunJonWPz%2Fimage.png?alt=media&amp;token=602d31b7-7527-424f-aa79-2076acc46f76" alt=""><figcaption></figcaption></figure></div>

### Review chargebacks

Use **Chargebacks** to view and search chargeback details. Filter results by month and year, a custom date range, or preset dates. Export the selected results after you run a search.

<figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2FmModR4arjrzvLRrYkizf%2Fimage.png?alt=media&amp;token=2f4625cb-9144-4b41-9c46-8ae37c2ffd12" alt=""><figcaption></figcaption></figure>

### Check PCI compliance

Select **PCI Compliance** to view your overall compliance status and due date.

### Download statements and tax forms

Select **Statements and Tax Forms** to access statements and tax forms. Download all available statements or select individual statements to download.

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2FH9l3Jt4d68QWi3jmG9qn%2Fimage.png?alt=media&amp;token=e83dcba1-8b1b-451c-942e-f96c4961943d" alt=""><figcaption></figcaption></figure></div>

### Manage account settings

#### User settings

Manage user permissions, access, and settings by username or email address. Add users and view active users and invitations.

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2FToMBL4aGss0viKOg0M5N%2Fimage.png?alt=media&amp;token=930bd050-49e1-42ee-af65-0bf41ed85cd8" alt=""><figcaption></figcaption></figure></div>

#### Bank account settings

Manage bank settings for banking transactions that require approval before transmission.

Use the **Change History** tab to view changes to bank settings. Select **More** to compare proposed and original bank account details.

<div align="left" data-with-frame="true"><figure><img src="https://2558400777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaxQLo4oSBKl35JyqH54A%2Fuploads%2FqR2diwuO9GUOY2u6WkTu%2Fimage.png?alt=media&amp;token=0f576173-620e-467e-8c7a-6add285108d8" alt=""><figcaption></figcaption></figure></div>


---

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