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PLEASE NOTE THAT SOFTRIP PAYMENTS IS A ONE-WAY INTEGRATION. ANY TRANSACTIONS INITIATED IN THE SOFTRIP PLATFORM WILL BE AUTOMATICALLY REFLECTED IN THE BACK-END SOFTRIP PAYMENTS PORTAL. ANY TRANSACTIONS INITIATED IN THE BACK-END PAYMENTS PORTAL WILL NEED TO BE MANUALLY ADJUSTED WITHIN THE SOFTRIP PLATFORM. |
The Dashboard is the landing page for the Merchant Portal. It is organized into high-level account smart tiles that provide users with an overview of their account and options to perform basic actions.
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Partial view of the Dashboard showing the Quick Charge Panel, Today’s Sales Panel, and Account Balance Panel.
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Dashboard Features
Quick Charge Panel
The Quick Charge panel is a convenient way to charge a customer and save their information for future transactions. The panel is located in the top left hand corner of the page.
To create a new charge using the Quick Charge panel, follow the steps below:
Step 1: Enter the charge amount and customer information into the open fields in the panel.
Step 2: Click the Charge Type drop down menu in the lower left hand corner of the panel and select Sale, Authorization Only, or eCheck Sale.
Step 3: Click the Payment Method drop down menu in the lower right hand corner of the panel and select a saved payment, or click CREATE NEW PAYMENT METHOD to add a new credit card.
Step 4 (optional): To save the customer information for future transactions, click the SAVE CUSTOMER INFO checkbox in the lower left hand corner of the panel. The customer information will appear in the table in your Merchant Customers page.
Step 5: Click the PROCESS PAYMENT button to process the charge.
Today’s Sales Panel
The Today’s Sales panel contains a graph showing information about any sales that you made today. The Today’s Sales panel is located to the right of the Quick Charge panel on the Dashboard page.
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