Find your way around in the Surfboard Merchant Portal
The sales tab in the Merchant Portal provides a comprehensive overview of all your transactions, allowing you to easily track and manage your sales activity. From here, you can view detailed information such as transaction amounts, dates, and payment statuses, giving you valuable insights into your business performance. With this feature, you can stay organized and informed about all your financial transactions in one convenient location.
The summary displayed includes order details, transaction date, payment method, and specific information like card type and truncated PAN for card transactions. It also indicates the transaction type (e.g., purchase or return) and the amount. To access more details such as adjustments and issuer country, or to send the receipt to your customer, simply click on the button located to the right to view the detailed information.
Access your merchant portal sales tab here »
You can also filter transactions on:
- Latest
- Last 7 days
- Current month
- Last month
- All transactions
- Custom date
Once you have narrowed down your selection, you can easily download it in .xlsx format by clicking on the green button located to the right.
🔎 Utilize the search field at the top of the page to easily find specific transactions. You can search by various details such as card number, payment method, card brand, order details, and more to quickly locate the information you need.
Are you looking for your settlement reports?
They are located in the Reports tab. You can access it on this link »