Your command center for managing merchants, terminals, and payments. A fully white-labeled dashboard that puts your entire portfolio at your fingertips.
The dashboard gives you an instant overview of your entire merchant portfolio with real-time metrics.
From first application to day-to-day operations, manage every aspect of your merchants:
Enable additional payment methods for your merchants with a single click, no separate agreements needed:
The Partner Portal equips you with enterprise-grade tools to manage your entire payment operation
Merchant Onboarding
Start a prefilled application, follow it through KYB and signing, and see every renewal before it expires. Share signing links and monitor onboarding status from one place.
Payment Methods
Enable Klarna, Swish, Vipps, Amex, MobilePay, and more for your merchants with a single click. No separate agreements needed, and everything is paid out in the same report.
Terminal Fleet Management
Register, move, configure, and push software updates to terminals across your entire merchant portfolio, one at a time or for all of a merchant's terminals at once. Set config at merchant, store, or device level.
Your Own App on the Terminal
Push your own Android app to the terminals and run it as the POS on the device. See which terminals have it installed, and remove it again from the same place.
Billing Plans and Payouts
Set what each merchant pays with billing plans, and how they are paid with payout schedules, net or gross settlement and the daily cut-off.
Transactions & Reporting
Search, filter, and export transactions with advanced filtering. Refunds, settlement reports, and CSV downloads with adjustment data included.
White-Label Branding
Your brand on the portals, receipts and terminal screens. Customize colors, fonts, logos, and button styles, or generate the branding from your website URL with AI.
Team & Notifications
Invite team members with role-based access. Set up Email, Slack, and SFTP notifications for key events.
Built on the Public APIs
Everything in the portal runs on the same public APIs you can call yourself, so any part of it can be built into your own system instead.
What do you need to do in the Partner Portal?
Step-by-step guides for every part of the portal, grouped the way the portal is: onboarding merchants, running operations, configuring the account, and getting help.
What you see when you log in to the Partner Portal: the sidebar, the cards that need your attention, volume and transaction totals, sales trends, application status, top merchants, and onboarding analytics.
Find any merchant, page, transaction or ID with global search, ask the Surfboard assistant about the portal and your data, and check whether Surfboard and its dependencies are running normally.
Create an onboarding application, prefill what you already know about the merchant, send the onboarding link, and follow the application through KYB and signing until the merchant account is created.
Merchants periodically renew their KYB information through a renewal application. Track renewals, see which are about to expire, and help merchants finish them in time.
Find, export, and manage the merchants in your portfolio. A tour of the merchant page and every tab on it, from transactions and stores to charges, users, configuration, and hardware orders.
Create and edit a merchant's stores, set up online payments and domain verification, configure tips and terminals per store, register terminals, and deactivate a store.
Group several merchants at the same address so they can share terminals. Create a group, add new or existing merchants, and activate and register the group's terminals.
Search, filter, analyse and export a merchant's transactions, open a single payment, and download settlement reports or subscribe to them by email or Slack.
Refund all or part of a purchase from the transaction page, and use Refund lookup to see whether a refund went through, failed, or is still on its way.
See which payment methods a merchant has, activate Klarna, Swish, Vipps, MobilePay, American Express, Apple Pay and more, add their pricing to the billing plan, and deactivate methods.
A merchant wants weekly instead of daily payouts. Generate a signing link from the merchant's Configuration tab and the new schedule applies once they sign. Also covers net or gross settlement and the daily cut-off time.
Onboard the companies and individuals that should receive a share of your merchants' payments through Surfboard Flow, and link them to merchants.
Build a store's product catalog for the POS app, with variants, inventory, and related products, and create promotions that show on terminal receipts and screens.
Move terminals from your stock to a merchant: activate, register, reassign, and port them in bulk. Look up any terminal by ID or serial number, see where its settings come from, and check its health, apps, and transactions.
Set how terminals behave: display language, network, sleep and restart, PIN locks, and tipping. Configure defaults for your whole portfolio, then override them per merchant, store, or terminal.
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.
Set up the Hub so a Pro-series terminal gets wired ethernet without sitting in a dock. Power the Hub, plug in a network cable, scan the QR code under the Hub from the terminal, switch on Ethernet, and unpair with the reset button when the Hub moves.
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.
Order terminals and accessories, ship them straight to a merchant or in bulk to yourself, track every delivery, and send devices back with a return request, a shipping label and, if needed, a replacement terminal.
Push signed software from the Developer Portal to your terminals, see which versions are configured where, and uninstall apps from one terminal or a whole merchant.
Set the colours, fonts, button shape, logo and icon your merchants and their customers see, and design the printed and digital receipts your terminals produce.
Create billing plans that set what your merchants pay per payment method and terminal type, clone a plan to change its pricing, see which merchants are on it, and assign plans during onboarding.
Turn Surfboard products into on-brand social images with AI. Pick a format, choose the products, add direction, then refine the result and download it.
Find the BIN range IDs you can price in a billing plan or block on an order, and create API keys to pull Surfboard notices into your own systems with the Messages API.
Your partner account details and onboarding link, terminal defaults for your whole fleet, team members, and email, Slack and SFTP notifications for partner events.
Notices and product updates from Surfboard -- settlements, integrations, service changes and launches -- in one inbox. Subscribe a shared mailbox so your team hears about changes the day they are published.
Raise, track and respond to support requests with the Surfboard team from the Partner Portal. Filter your tickets, follow merchant-raised tickets, attach files and reference IDs, and get notified of replies.
Next step
If you're interested in becoming a Surfboard partner or want to learn more about the Partner Portal, get in touch and we'll schedule a walkthrough.