Merchant Portal

BlueSnap's Merchant Portal is a front-end user interface that allows you to set up and manage your business. With just a few clicks in the portal, set up your payout, your API credentials, and your IPN preferences. Once you have started processing transactions, you can view reports, find a transaction, issue a refund, and more.

If you are already using our APIs, some of the same functionality that is available in the portal—such as finding a transaction or issuing a refund—is also available to you via our Payment API.


Production and Sandbox Environments

Our portal has a sandbox and a production version. If you leverage your sandbox account, you can test out functionality and make changes that won't have any impact on your production account. Once you’re done testing, be sure to use your production account for any live transactions. Learn more.


Once you have created an account on the Merchant Portal, you can begin setup. Enable the payment methods that you want to support for your shoppers and let us know how you want to get paid by setting your payout method. Be sure to go through all the steps listed here for initial setup.

Payment Methods

You can use the Merchant Portal to enable or disable specific payment methods, such as PayPal, Visa Checkout, Apple Pay, Google Pay™, Alipay, local bank transfer, wire transfer, or other payment methods. Navigate to Checkout Page > Payment Methods in the left-side menu of the Merchant Portal. Learn more.

Find more information about some of our most commonly used features below.


On the top-right side of the portal is a small gear icon labeled Settings. Hover over it to open a menu of the various settings.

General Settings

Navigate to General Settings to enter the emails associated with your account, change the statement descriptor that will appear on the shopper's credit card statement, or add a company logo. You'll find even more options and configurations in the settings categories below.

API Settings

If you're using our Payment API, you can use the merchant portal to navigate to API Settings and create your API credentials. Once you've set up your credentials, you can configure authorized IP addresses, disable IP checking, and manage other API-related settings. Learn more.

Virtual Terminal Settings

The settings on this page allow you to adjust which fields appear on the Virtual Terminal page. Learn more.

Fraud Settings

To adjust fraud settings such as service level and fraud thresholds, click Settings> Fraud Settings. Learn more.

Email Settings

On the email settings page you can toggle which merchant notification emails and shopper emails you want to enable. Learn more.

IPN Settings

You can also set up IPNs (Instant Payment Notifications) to stay up-to-date on various payment-related events, such as Sales, Chargebacks, Payouts, and Declined Charges. Navigate to IPN Settings to set the URL where you want to receive IPNs and select which IPNs you want to receive. Learn more.

User Management

You can create new users for your account and grant them varying levels of access. To create users and modify user permissions, click Settings > User Accounts. Learn more.

Account Activity


Once you are logged into your BlueSnap portal, your Dashboard is in the left-side menu, under ACCOUNT ACTIVITY. Your dashboard is an easy way to get a quick view of your account balance and the last payment submitted. You can also look at live data about your sales and conversions and you can even filter by currency and date. Sales data includes figures such as gross sales, net sales, and chargeback value. Note: Some data on the dashboard has approximately a three-hour delay.


There are two main report categories: Standard and Custom. Standard reports are our basic, out-of-the-box reporting and analytics option. Choose from over 25 standard reports, such as Recurring Charges or Stopped Fraud. We know reports are not one size fits all, so you may use our custom reports for more control. With custom reports, you're able to create, manage, and run your own reports. You can even retrieve a single, unified report for multiple merchant IDs (MIDs).

To access our reporting features in the portal:

  • Standard: Click ACCOUNT ACTIVITY > Reports in the left-side menu. Here, you can explore the various standard reports we offer. Select a sub-category to see a list of report options.
  • Custom: To create a custom report, click Custom Reports and choose between the payout and transaction categories.


Finding a Transaction

Quickly find a particular transaction or order by navigating to TRANSACTIONS > Find a Transaction in the left-side menu. Select a locator type, fill out the corresponding information, select a date range, and click Locate. Learn more.


Refunding a customer is as simple as entering the order reference number, adding the refund amount, and confirming the customer and order information. Learn more.


Deleting a Shopper

To delete a shopper, navigate to Transactions > Shoppers in the Merchant Portal. Here, you can search for a shopper by shopper ID, name, and email. If you provide a shopper ID, you don't need to enter a name or email. Remember that only a BlueSnap Shopper ID will work here; a merchant's own shopper ID will not.


  • If the shopper details provided do not exist, you will see a "No shopper found" message.
  • You cannot delete a shopper who has a recent transaction (within the past 12 months). Note that pending transactions do not count as recent transactions.
  • If a shopper has a subscription with a trial and is in the trial stage, the shopper cannot be deleted.

After a Shopper is Deleted

Deleting a shopper is an irreversible action and that shopper will no longer be displayed in search results. Merchants can enable the SHOPPER_DELETED IPN to receive a notification when a shopper is deleted. No communication goes out to the deleted shopper and they will no longer be able to log in to the shopper control panel.



  • If you want additional control over issuing refunds, you can take advantage Dual Control Mode.
  • Capture or Void Auth Transactions: If you have uncaptured transactions, you can use the portal to capture or void them. Simply use the Find a Transaction feature and click the Capture or Void (Release Auth) buttons.
  • Per Colorado tax law, the Colorado delivery fee is not refundable except for cancelled, chargeback, or voided transactions. This includes the tax portion, except in the case of certain chargebacks.