Reporting Portal
Things to know about the reporting portal.
Home Dashboard Overview: Unified PortalThe Home tab is where you’ll find your Dashboard, which provides a high-level view of your payment activity across one or more locations. The dashboard allows you to filter data…
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.
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…
Reporting Portal: FAQ
How do merchants transition to Valpay’s new Unified Portal, and what should they expect?
Unable to sign in to the portal?Troubleshooting sign-in issues on your Valpay Unified Portal
What are the system requirements for the portal?
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.