Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
15 STEPS
1. Welcome to this Introduction to the Fortis Merchant Portal.
2. After logging in, the Merchant Portal will open to the Dashboard.
The Dashboard has several preset reports to provide the most commonly referenced transaction data at a glance.
3. If you have access to multiple accounts you can use the Account Menu, located in the upper left, to change to a different account.
4. The dashboard reports can be filtered by Merchant Account. Simply click the checkbox next to the desired account(s) to apply the filter.
5. The User icon in the top right corner of the portal allows you to access your Profile Settings or Log Out of the Merchant Portal.
6. Use the Gateway drop-down menu to access the Virtual Terminal, view your Quick Invoices, see your Recurring Billing transactions, or manage a location's Customers.
7. Expand the Reporting drop-down menu to access the Gateway Reports menu, as well as the Settled ACH Transactions, Settled Credit Card Transactions, and ACH Rejects reports.
8. Access gateway transaction data reports on Batches, Transactions, and Recurring Billing Declines from the Gateway Reports menu.
9. Filter & Sort Merchant Portal reports have built-in filtering and sorting, giving you the ability to view only the report data you need.
Filter the data by entering a value in the search box, or Sort the data by clicking on the column heading.
10. Export Merchant Portal reports can also be exported into CSV (i.e., spreadsheet) or TSV (i.e., text) formats.
11. All Deposits for the selected Deposit Account and Merchant Account (Location) can be viewed from the Deposits tab.
12. Statements for the selected Deposit Account and Merchant Account (i.e., location) can be downloaded as a PDF from the Statements tab.
To download a statement click on the month link of the desired statement.
13. Chargebacks
Any credit card transactions that have been charged back to the selected Deposit Account and Merchant Account (i.e., Location) can be viewed in this tab.
14. The options available in the Merchant Portal's Settings menu will depend on your user permissions.
15. This concludes the Introduction to the Fortis Merchant Portal.
If you have questions, or need additional assistance, please reach out to Support. For additional resources, please visit our Knowledge Base: https://kb.fortis.support/ Thank you!