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.
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 you would like 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.
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-hand menu of the Merchant Portal. Learn more.
Find more information about some of our most commonly used features below.
On the top right-hand side of the portal, you will find a small gear icon labeled Settings. Hover over it to open a menu of the various settings available to you.
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.
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.
The settings on this page allow you to adjust which fields appear on the VIrtual Terminal page. Learn more.
To adjust fraud settings like service level and fraud thresholds, click Settings> Fraud Settings. Learn more.
On the email settings page you can toggle which merchant notication emails and shopper emails you want to turn on. Learn more.
You can also set up IPNs, or 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 would like to receive. Learn more.
You can create new users for your account and grant them varying levels of access. To create users and modify user permissions, click User Accounts under Settings. Learn more.
Once you are logged into your BlueSnap portal, you can find your Dashboard in the left-hand 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 like gross sales, net sales, and chargeback value. Please note that 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, like 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.
To access our reporting features in the portal:
- Standard: Click Reports under ACCOUNT ACTIVITY in the left-hand 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.
Quickly find a particular transaction or order by navigating to Find a Transaction under TRANSACTIONS in the left-hand 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.
Updated 8 months ago