Reporting Portal
Things to know about the reporting portal.
12 articles
- 🏠 Home Dashboard Overview: Unified PortalThe Valpay Dashboard is your central hub for real-time business analytics.
- 💳 Payments Tab Overview: Unified PortalThe Payments tab in the Unified Portal allows you to view, filter, and manage all payment transactions across your stores.
- ⌨️ Virtual Terminal Overview: Unified PortalThe Virtual Terminal allows you to manually enter and process card payments directly from the Unified Portal. This feature is permission-based and may not be available to all users.
- 🏦 Payouts Tab: How to Use PayoutsLearn how to view, filter, and understand payout data in the Payouts tab, including payout details, individual transfers, and fee breakdowns.
- 🏦 Deposits Tab Overview: Unified PortalThe Deposits tab provides a complete view of your payout activity, allowing you to review deposit summaries, drill into individual deposits, and export deposit and transaction data for reconciliation and…
- 🧾 Statement Manager Overview: Unified PortalThe Statements Manager tab allows you to view, filter, and send monthly statements for your stores and legal entities. This section is designed to help you quickly locate statements and…
- 👤 Settings Overview – User Management: Unified PortalThe Settings tab allows you to manage user access within the ValPay Unified Portal. From here, you can view existing users, add new users, and manage permissions based on assigned…
- How to Refund a Transaction in the ValPay Unified PortalThis article walks you through how to refund a payment using the ValPay Unified Portal. Refunds are processed directly from the Payments tab and are available only for eligible transactions.
- FAQ: Unable to Sign In to the Valpay Portal?Troubleshooting sign-in issues on your Valpay Unified Portal
- FAQ: How do merchants transition to Valpay’s new Unified Portal, and what should they expect?Everything merchants need to know about moving from the legacy reporting portal to Valpay’s new Unified Portal, including login access, features, and support.
- FAQ: What are the system requirements for the portal?
- FAQs: How Do Refunds Appear in the Valpay Portal?If you’ve processed a refund and are trying to locate it in the Valpay Portal, this guide explains how refunds appear and how to find related transactions.