Overview
The Valpay Portal is your go-to tool for tracking transactions, deposits, and creating reports. You can also manage users and view statements. More into visuals?
Navigation Overview
Access all key sections using the left-hand sidebar:
Dashboard: Overview of sales activity.
Transactions: View and manage transactions.
Deposits: Track deposit details.
Exports: Generate reports in CSV or Excel format.
Statements: (Coming soon!) Download financial statements.
Users: Manage user access.
Dashboard
Your sales summary at a glance:
Gross Sales: View data for the last 10, 20, or 30 days.
Today's & Monthly Sales: Quick snapshots of performance.
Sales Trends: Visual graphs by date.
Recent Transactions: Quick reference list.
Transactions
Filter and review all transactions:
Filters: Narrow results by date, payment method, type (e.g., sale, void, refund), interaction location, or recurring payment status.
Adjust Columns: Select data columns to display.
Additional Filters: Add specific criteria like store name or amount.
Refresh: Update the list with new data.
Deposits
Track deposit activity and details:
Filters: Filter deposits by date range.
Summary: View transaction counts, gross amounts, fees, and net values.
Details: Click a deposit to see transactions, chargebacks, and refunds included.
Exports
Generate detailed reports:
Go to Exports and click Create Report.
Choose report type (Transactions or Deposits), store, and date range.
Click Create to generate the report.
Refresh the page after a few minutes to download the file.
Users
Manage access and roles:
Filters: Search users by role, status, or verification.
Create User:
Click Create User and select a role:
Regular User: View transactions and deposits only.
Merchant Admin: Full access to all tabs (Admins can only add Regular Users).
Admins: Can edit or delete users as needed.
Enter and confirm the user’s email address.
Assign merchant accounts and store access.
Click Create to send an email invitation.
Edit User: Adjust roles or store access.
Delete User: Remove access.
Note: If a user's temporary password expires, delete and recreate their profile to resend the invitation.
Logging Out
Click Logout at the bottom left of the portal to exit securely.
Please proceed to the 8th and final step: Checklist & FAQ.