Portal and Reporting

View Reports
The Settlement Reports feature in the Live Payments Portal provides you with a clear view of your transaction settlements. You can easily manage, revi...
Export Transactions
You can export transactions in Comma Separated Value (.csv) format by clicking the export button. Before exporting, you can apply Product Type or Date...
Filtering Transactions
The portal empowers you to search for transactions by filtering specific transaction details. Important: The filters work within the currently select...
View Transaction Details
From the History, you can view the full details of a transaction by selecting a transaction record from the list. From the transaction list, click on ...
Searching for Transactions
You can search transaction dollar amounts in any numerical format. You can search using a partial card number, where the system will search for matche...
View Your Business Details
This section displays core account information such as: Registered Entity: The entity which your account is registered under Trading Name: The regis...
Order Paper Rolls for Terminals
To make sure you do not run out of stock, you can order paper rolls and other necessary supplies directly from the portal without needing to contact s...
Viewing Transactions
To view transactions, head over to the Sales tab and click on History. Our system will automatically load your transaction list from the last three mo...
Site Switch
The Site Switch Badge in the Live Payments portal allows you to easily manage and navigate between multiple business locations or sites. This feature ...
View Your Bank Account Details
Live Payments offers a transparent bank account management system tailored for businesses that require multiple accounts for settlement needs. Each ba...
Introducing the Live Portal
Welcome to our Live Portal! With our Live Portal, you have the power to effortlessly view, search, and download lists of transactions with just a few ...
Change Your Portal Password
Go to Settings, select Account, click Change password. Passwords must meet minimum criteria before they can be updated: Minimum 8 characters long Mini...
Reset Your Portal Password
To reset your password, select Forgot password from the portal login page. Enter your username (typically your email address). Select Send Link to rec...