How to view your business and products details with related financials on the Merchant Portal



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The Business Settings tab is designed to give you and your users valuable information about your business details, payment products and related fees. It also allows you to manage your Merchant Portal users.


You can access Business Setting by clicking the cogwheel in the header next to your logo.

Till-Portal_Business-Settings_Cog-Wheel.png

Select any level of the hierarchy to see relevant business information such as trading name, business registration number, and a link to the chosen business’s website (if provided).

Within the Account hierarchy level, you'll find Business Details, User Management, Products, and Financials tabs.

 

Business Details

You’ll find detailed information about your business in the Business Details tab.

Till-Portal_Business-Settings_Business-Details.png

 

To update any details in this tab, please contact our Customer Support team.

 

Payment Product Details

The Products tab is designed to reflect all the terminals used in the business.

The table includes columns for Product, Monthly Rental Fee, Terminal ID, Merchant ID, Merchant, Location, and Terminal Descriptor.

You can also search and filter information as required.

Till-Portal_Business-Settings_Products.png

 

Financials

The Financials tab shows you all fees all services, bank and settlement data. All the data is displayed per Merchant ID.

By clicking the Financials tab, you or your user can see a list of all Merchant IDs.

Till-Portal_Business-Settings_Financials.png

To see fees per chosen Merchant ID, click the action menu and View Details button, and you’ll be transferred to a page with the relevant data, with tabs for each of the following:

  • Service fees
  • Surcharges
  • Bank Details
  • Settlements details

Till-Portal_Business-Settings_Financials_Merchant-Fees.png

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