Payments Hub, your new merchant portal, is here! Login using the same credentials you had for Payanywhere Inside. All your previous features will still all work the same, but with better visualization, navigation, and help tools than before!
Let’s take a look at the redesigned Activity section. This is where you can monitor and track your business activity.
Here, you’ll find Dashboard, Sales, Transactions, Deposits, Batches, Disputes, Reports, and Statements.
Dashboard: This is the default home screen you’ll see when you log in. You’ll get a quick overview of your most recent activity, including volume, your latest deposit, employee performance, top customers, and other helpful information.
Sales: View your sales activity with the help of charts and graphs. Filter your sales activity by Volume, Method, Customers, Employees, Items, and Categories. You can also view data for a custom date range with the dropdown filter at the top of the page to further pinpoint insights.
Transactions: See a list of transactions and view transaction details by clicking on an individual transaction. Individual transaction details include items purchased, customer information, the ability to send a receipt or, issue a refund, and more.
Deposits: View deposits and withdrawals going into the bank account you have on file. Filter your activity as needed and use the dropdowns at the top of the page to view deposits for a specific date range. Click on a deposit to view details such as transactions within the deposit and fees collected.
Batches: For those who close out the day manually, check in on your closed batches. Batch details include Sales, Refunds, Card Type Breakdown, Payment Method Breakdown, Terminal Breakdown, and transactions within the batch.
Disputes: View and manage chargebacks, and dispute the ones you believe are not valid. Click on a dispute to view the transaction details, dispute timeline, add a response, accept or rebut, and attach supporting documents.
Reports: This section includes all of your reporting options to get an in-depth look at your business’ data. Reports can be customized by date range and can be easily downloaded and printed for bookkeeping purposes.
Statements: Download your monthly processing statements. You can export one statement or select multiple statements to download and save or print for reference. Use the search field located at the top of the screen to find a specific statement.
Included in Payments Hub is a help resource that provides step-by-step instructions, assisting you with functionality and features. You can view this information by clicking on the blue hot spots sprinkled throughout the portal, or by accessing the “Need Help?” tab stationed at the right side of the screen.
Payments Hub is just another example of where your input is greatly appreciated. As always, we welcome comments and feedback on the updates we’ve made. Please feel free to reach out to us with your input at email@example.com. We look forward to hearing from you!