Stores

Overview

A store is a place where you take payments: a shop, a restaurant, a kiosk, or a webshop. Every terminal belongs to a store, and products, payment links, cash registers, campaigns and branding are all organised per store.

Open Stores in the sidebar to see them all. If you have more than one store, you can also pick one in the Select store switcher at the top of the sidebar. The sidebar then shows that store’s own sections (Overview, Terminals, Products, Payment links, Cash register, Brand, Settings) and an All stores link back.

The store list

Column	What it shows
Name	Store name, with the store ID underneath
Type	Omni for stores that also take online payments, Store for in-person only
Address	Street and city
Email	The store’s contact email
Phone	The store’s phone number
Status	Whether the store is active

Search with Search by and the search box, sort by clicking a column header, and click » to open a store.

Creating a store

Admins can create stores. Click + Create new store.

Field	Notes
Store name	Appears on the customer receipt
The store email address	Appears on the customer receipt
The store phone number	Pick the country code, then enter the number. Appears on the receipt
Address, ZIP, City, Country	The store’s address

Add online information is optional. Fill it in if the store will take online payments (payment links or a storefront):

Field	Notes
Merchant webshop URL	Your webshop’s address
Terms and conditions URL	Link to your terms
Privacy policy URL	Link to your privacy policy

All three URLs must start with https://, and if you fill in one, you need to fill in all of them. Online information can only be set once, so double-check the links before you save.

Click Create new ».

Verifying your domain

If you added a webshop URL, the portal may take you to Verify your domain after creating the store. It shows a domain key. Add it as a TXT record in your domain’s DNS settings, so we can confirm that you own the domain. Use the copy button next to the key, then click Back to stores. If you need help with the DNS record, contact support@surfboardpayments.com.

The store page

Click a store to open it.

The header shows the store name, an ONLINE badge if the store takes online payments, its status and how many terminals it has. ← All stores takes you back to the list.

The Store overview tab shows the store’s all-time sales tiles, a Store features card for each section of the store, and the store’s address on a map. The tabs across the top are:

Tab	What it’s for
Store overview	Sales totals and shortcuts to the store’s features
Sales	Sales for this store only
Terminals	The store’s terminals, and + Register new to add one. See Terminals
Products	The store’s product catalogue. See Products & Catalog
Payment links	Links and online orders for this store. See Payment Links
Cash register	Cash registers on this store’s terminals. See Cash Register
Campaigns	Campaigns that run in this store. See Campaigns
Storefront	Your online shop. Only shown for stores with online information
Store branding	Colours, logo and fonts for this store
Settings	Store details, online information, and terminal settings and tips for the whole store

Not every account has every tab. Products, Payment links, Cash register and Campaigns only appear if they’re enabled for your account.

Store sales

The Sales tab shows the store’s totals per currency: total sales, number of sales, average order value and returns, with a breakdown per payment method and card brand. Pick a period at the top (All time, Today, Last 7 days, Current month, Last month or a custom date). The transaction list below works like the one in Sales, without the store column. Select transactions to create a PDF report of them.

Storefront

Stores with online information can publish a simple online shop that sells the store’s products.

1. Open the store and go to the Storefront tab.
2. Under Choose subdomain, type a name. Your shop will live at <name>.surfpay.shop. The portal checks that the name is free and suggests alternatives if it isn’t.
3. Click Publish storefront (admins only).

Once published, the tab shows the storefront’s status, its address and when it was last deployed, with these actions:

• Visit store opens the shop.
• Create Product Link opens the Storefront Link Builder. Pick products, choose whether the link should Auto-redirect to payment, add an optional Promo code, and copy the link.
• Edit design and Edit products take you to the store’s branding and products.
• Unpublish (admins only) takes the shop offline after you confirm.

The products on the storefront come from the store’s catalogue. See Products & Catalog.

Store branding

Branding controls how your checkout, payment page and storefront look for this store. Admins can change:

• Company URL with Auto detect branding: enter your website and the portal picks up your logo and colours for you
• Background color, Brand color, Accent color and Footer color
• Logotype and Icon
• Primary cover image, used in the online checkout
• Font type: Sans Serif, Serif or Monospace
• Shapes: Rounded, Square or Circle buttons

Click Update » to save. Merchant-wide branding lives under Settings → Company details. See Settings.

Store settings

The Settings tab shows:

• Store name, The store email address and The store phone number. These are shown read-only. If they need to change, raise a ticket from Support.
• Add online information, if the store doesn’t take online payments yet: Terms and conditions URL and Privacy policy URL, then Update » (admins only). Online information can only be set once.
• Terminal settings and tips for the whole store, if the store has terminals. See Terminal Settings & Tips.

Deleting a store

Admins see a Delete button in the store header. Click it, then confirm with Delete in the dialog that asks “Are you sure you want to proceed?”.