Step-by-Step Tasks

Overview

This section provides step-by-step guidance for performing common tasks in the Merchant Portal.

It focuses on practical, task-oriented workflows, helping users execute day-to-day operations such as processing payments, issuing refunds, searching for transactions, and exporting reports.

Use this page when you need clear, actionable instructions to complete specific tasks efficiently, without navigating the full documentation structure.

Typical tasks covered include:

  • Processing payments and managing transaction flows
  • Issuing refunds and reviewing transaction history
  • Searching and filtering transaction data
  • Exporting reports for further analysis

Back to top ↑

Common Tasks

The following examples show how common tasks are performed in the Merchant Portal by combining multiple functional areas.

⚠️ Attention: The availability of operations depends on the Account Tree configuration and entity structure.

Process a Payment

Search for Transactions

  1. Navigate to the transaction search interface from the main dashboard or menu.
  2. Select the required time frame using the date and time selectors.
  3. Choose the transaction type and environment mode (for example live or test).
  4. Apply additional filters if needed, such as amount, connector, or custom parameters.
  5. Run the search to display the results in the table view.

The results table can be customized by enabling or disabling columns and reordering them. User-specific table configurations are saved and persist across sessions.

Export Reports

  1. Perform a transaction search using the required filters.
  2. Review the results to ensure the correct dataset is selected.
  3. Initiate the export action from the search interface.
  4. Select the desired export configuration, including columns, delimiters, and formatting options.
  5. Download the exported file for further analysis.

The export functionality supports large datasets and produces files in CSV format using UTF-8 encoding. Users can customize the exported data structure to match their reporting requirements.

Find and Review a Transaction

  1. Open the Transactions section from the navigation menu.
  2. Search for the required transaction using filters such as date, amount, email or identifier.
  3. Open the transaction to review its details and processing information.

Process a Refund

  1. Locate the transaction using the transaction search.
  2. Open the transaction details view.
  3. Use the available back-office operation to initiate the refund.

For detailed instructions on each step, refer to the corresponding sections below.

Issue a Refund

  1. Locate the original transaction using the transaction search.
  2. Open the transaction details view.
  3. Select the available back-office operation for refund.
  4. Enter the refund amount and confirm the action.

Refunds can be partial or full, depending on the remaining refundable amount. If the requested refund exceeds the available amount, the system returns an error message and prevents the operation.

Successful refunds are recorded as separate transactions and are visible in the transaction history, allowing full traceability of all related actions.

Back to top ↑

Best Practices

  • Validation before submission
  • Handling failed transactions

Back to top ↑