Merchant Portal Guide

Dashboard Overview

Your central hub for monitoring your business in real time. See monthly sales, latest transactions, currency breakdowns, and quarterly trends at a glance.

Get Started Wizard

An AI-guided onboarding flow that helps new merchants set up their business, brand, hardware, and first payment in minutes.

Sales

Browse, search, and filter every transaction. Drill into individual sales for full payment, terminal, and customer details.

Reports

Generate and download settlement reports — daily, monthly, or per cash register — with sales, returns, fees, and payout totals.

Stores

Create and manage every physical, online, and omnichannel store in your business. Each store is its own configuration unit for terminals, products, branding, and payments.

Terminals

Register, monitor, and manage every payment terminal in your fleet — from SurfTouch Pro and SurfPad to Tap to Pay on iPhone and online checkouts.

Products & Catalog

Build a product catalogue per store. Add items manually, import from CSV, or scan a printed menu with AI to populate everything in one go.

Payment Links

Generate hosted checkout links to take card payments without a terminal — share over email, SMS, chat, invoice, or QR code.

Campaigns

Run promotional campaigns directly on your terminal screens — generated by AI from a simple prompt or built manually with your own copy and image.

Gift Cards

Issue, track, and redeem branded gift cards. Manage entitlements, view balances, and follow every transaction tied to each card.

Order Hardware

Browse and order new terminals, printers, and accessories directly from the portal. Cart, checkout, and shipping all handled in one place.

Settings

Manage your merchant profile, team members, branding, notifications, billing, and security in one place.