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EBANX Merchant Area

The Merchant Area is the tool for managing your payments and transactions. It provides real-time insights into transaction performance, allows you to access integration keys, configure notification URLs, monitor enrollment statuses, and generate detailed reports. The dashboard enables you to track, analyze, and optimize your payment operations efficiently.

Requirements​

Before you begin, ensure you have the following:

  • Dashboard credentials - Ensure you have your dashboard credentials, or complete the Merchant Signup Form.
  • Trouble with login - If you are having problems with login, request a password reset.

Dashboard Sections​


Transactions​

Review your Payments, Refunds, Chargebacks, and Enrollments. Explore each section for detailed insights into their functionalities.

Payments and Refunds​

  • View Payments and Refunds - Use the top left buttons to toggle between list view and graphical format.
  • Detailed Information - Click on any transaction to see complete details.
  • Search Transactions - Find specific payments or refunds using order number, customer email, or payment hash.
  • Filter Options - In the Payment sub-menu, filter transactions by country, payment method, or status.
  • Time Period Filter - Adjust the display to show transactions within a specific time frame.
  • Export Data - Download transaction lists in CSV or XLSX format.
  • Enrollment Details - For payments charged under an enrollment, the payment details show an Enrollment card with the enrollment code, status, subscription, method, and customer. Click the enrollment code to open the enrollment.


Chargeback Disputes​

  • View Chargeback Transactions - Access all chargeback details.
  • Dispute Chargebacks - Initiate disputes using the reason code "Commercial disagreement."
  • Track Dispute Status - Monitor the progress of chargeback disputes.
  • Filter and Use Tooltips - Apply filters and hover over tooltips to understand the displayed information.

Enrollments​

  • View Enrollments - See the enrollments your customers created to authorize recurring payments, with country, enrollment code, subscription, method, max amount, status, customer name, and start and end dates.
  • Search Enrollments - Find specific enrollments using enrollment code, subscription, or customer name.
  • Filter Options - Filter enrollments by status or payment method.
  • Time Period Filter - Adjust the display to show enrollments within a period of up to 31 days. The default period is the last 30 days.
  • Export Data - Download the enrollment list in CSV format. Lists with 10,001 to 100,000 enrollments are sent to your email. Lists with more than 100,000 enrollments cannot be exported, so narrow the date range or the filters.
  • Detailed Information - Click on any enrollment code to see its subscription, status history, linked payments, and the reason for the current status. For the list of reasons, see Enrollment Cancel Reasons.
  • Get Current Status - Check the latest status of an enrollment with the provider. This option is available while the enrollment is not in a final status. Enrollment pages are view-only: you cannot change or cancel enrollments in the Merchant Area. To cancel an enrollment, use the Cancel an enrollment API.

For more details, see Enrollments.


Settlements​

Preview settlement details and history.

Settlement Preview

View all available and pending amounts for settlements. Click View Details to simulate a settlement and review totals for collected amount, refunds, chargebacks, reversed chargebacks, and fees.


Settlement Details

Click Request Settlement to initiate a settlement for either all countries or a specific one.


Settlement History​

  • View settlements - Access all your settlements in either list or graphical format.
  • Apply filters - Filter settlements by settlement code, time period, or status.
  • Settlement details - Click a settlement to view details, processed amounts and fees.
  • Export - Generate and export a detailed settlement report.


Logs​

This menu displays all transaction communication records.

Direct API Log

This section shows all records sent from your platform to our API. Merchants using our external checkout will not see any data here. Use the search and filter options to find specific logs by payment number.


Notification Log View notification history from EBANX regarding transaction status changes. If you have not configured your notification URL, you will not see notifications.

  • Notification URL
    • Allows EBANX to send real-time updates directly to your system.

Settings​

Settings are located under your username in the top right corner of the screen. The menu includes the following.

  • General Configuration - Update your company name, logo, and login details.
  • User Configuration - Manage permissions for users within your company.
  • Integration - Access your integration keys service URLs.
  • Preferences - Set your time zone and default merchant (if applicable).

Multi-Factor Authentication (2FA)​

The Merchant Area provides two types of Multi-Factor Authentication (MFA):

  1. Email
  2. Google Authenticator App

Configuring Multi-Factor Authentication​

To set up MFA, navigate to Settings and select the Preferences tab. You'll find the MFA field there, which is disabled by default.


To enable MFA, select your preferred verification method—Email or Google Authenticator App—and click Save in the user settings to begin the configuration process.


Email​

If you select Email for 2FA and save, you will be logged out for security purposes.

  • A verification code sent to your email will be required for your next login.
  • This code is mandatory to complete the login process. The user has the option to resend the 2FA code.

Google Authenticator App​

The verification code is required to complete the login process.

Users also have the option to view the QR code again.

At next login​

During the next login, the user will need to complete an additional step by entering the code provided in the authenticator app.


Enabling MFA on the Merchant Area adds an extra layer of security to your account.

Still need help?

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We hope this article was helpful. If you still have questions, you can explore the following options: