Partner Portal Guides
Partner Portal guides
Everything you need to manage your merchant portfolio, from onboarding a new merchant to configuring terminals and answering a question about their settlement.
What do you need to do in the Partner Portal?
Applications & Merchant Onboarding
Create and track merchant onboarding applications. Submit new applications, monitor KYB status, and manage signing links for your merchant portfolio.
Merchant Management
Browse, search, and manage your merchant accounts. Access detailed merchant profiles including transactions, stores, terminals, payment methods, and more.
Service Providers
Onboard the companies and individuals that should receive a share of your merchants' payments through Surfboard Flow, and link them to merchants.
Transactions & Reporting
Search, filter, and export transactions across your merchant portfolio. Drill into individual transactions and download CSV reports.
Payment Methods
Enable and disable payment methods for your merchants. Manage core methods, activate additional payment options like Klarna, Swish, and Vipps.
Changing a Merchant's Settlement Schedule
A merchant wants weekly instead of daily payouts and reports. Request the change from the merchant's Configuration tab, send the signature link, and the new schedule applies once they sign.
Terminal Management
Look up terminal information, manage device configurations, register new terminals, and push software updates across your merchant portfolio.
Pair a Terminal with the Multicomm Base
Connect a SurfPrint Pro or SurfPrint Pro K terminal to its Multicomm Base so it charges and gets wired ethernet from the dock. Enable the wireless docking station, scan the code under the base, switch on Ethernet, and unpair with the reset button when a base moves.
Cash Registers (ECR)
Add and declare cash registers for your merchants, view register and control-unit details, check transactions and reports, and run daily open, close, and end-of-day operations from the partner portal.
Shipments & Returns
Order payment hardware, track deliveries, and manage device returns. Handle the full logistics lifecycle for terminal hardware.
Branding & Customization
Customize how your brand appears to merchants and customers. Configure colors, fonts, logos, and button styles for a white-label experience.
Billing Plans
Create and manage billing plans for your merchants. Define pricing per payment method and assign plans to merchants for automated billing.
Integrations & Software
Manage software applications for your merchants and terminals. Push signed software packages from the Developer Portal to your merchant fleet.
Settings & Notifications
Manage your account security, invite team members, and configure email and Slack notifications for key partner events.
Support Tickets
Raise, track, and respond to support requests with the Surfboard team directly from the Partner Portal. Manage ticket statuses, priorities, replies, and notifications.
Messages
Operational notices from Surfboard -- settlements, integrations, and service updates -- in one inbox. Subscribe a shared mailbox so your team hears about changes the day they are published.