Welcome to GlobalPay Merchant Dashboard Guide

Here you will learn how users established by Merchants can operate with GlobalPay Merchant Dashboard – the web application where users can register in order to create or configure their websites, initiate refunds and operate the transactions (actions possible: view, filter, search, export in Excel format).

Merchant Sites Configuration

Each user can add and configure multiple websites from the Merchant Dashboard. First, you must access the login page and introduce the username and password in the required fields: https://dashboardtest.smart2pay.com/

You can have multiple websites from where you can initiate payments to GlobalPay system, each website having its own SiteID parameter.

The SiteID parameter will be generated by our system and it will allow us to identify the location from where the payment was initiated and the URL where we will notify you of the payment status. By using this parameter, you will be allowed to manage multiple websites under the same merchant account.

You can configure the SiteIDs from the Configuration tab in the Merchant Sites Configuration section.

1 Merchant Sites Configuration

You can also use various filters in order to easily identify each website:

1 Search filters

Four possible actions can be performed for a website using the following buttons from the Actions column: 27 Show ApiKey, 26 Reset ApiKey, 24 Set IPs and 29 Delete this site.

Add Website

In order for you to add a new website you need to click on the Add a New Site button 24 bellow the grid. A new window will appear and you need to enter the URL of your site, the Notification URL where you want to receive the notifications for the payments initiated from that website, and the Alias of your site. After you entered a valid URL, a Notification URL and an Alias, press OK and a SiteID will be generated for you.

1 Add a new site

Generate API Key

After the creation of the new merchant site, no API Key is generated for the new SiteID. In order to generate an API Key, you need to press the Reset ApiKey button 26 from the Actions column of your new SiteID. You can see the generated API Key by pressing the Show ApiKey button 27.

It is recommended to use a different API Key for each SiteID to authenticate to the REST API.

Once an API Key for the SiteID is generated, this is the API Key used to authenticate to REST API for each payment initiated from that website and for each notification send to the NotificationURL set for that website.

1 Reset API Key

The API Key is an important part of the payment flow; it is used to authenticate to the REST API. For more information, please visit our Authentication section.

Please make sure the API Keys are kept secret and regenerate at once if security has been compromised!

Set IPs

You can configure the IPs for each SiteID from Merchant Sites Configuration section in the Actions column. In order for you to whitelist your IP you need to click on the Set IPs button 24 in the Actions column. A new window will appear and you need to enter a valid IP. After you enter the IP press the OK button.

Set IPs

Payments List

Once you log in to Dashboard Account you will be redirected to the Payments tab. Here you will find a complete list of all the transactions made with the payment methods assigned to your merchant account. You have the possibility to search for specific payments using different criteria, to see the details of the payment invoice and fee, and to export your payments into an Excel file.

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Search filters

When you access the Payments tab, the Search Filters section is expanded. In order to collapse it just click the arrow on the right of the screen.

You can search payments by ID (the payment id in the GlobalPay system), Merchant Transaction ID (the payment id in your system), Method Transaction ID (used for transaction tracking and matching with customer receipt or bank statement), Status, Amount, Currency, Method, Country, Interval (from – to) and Alias.

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Payment invoice details

After you have found the transaction you’ve been looking for, using the search filters, just click on it to see the specific details of that payment.

A new window will open containing the Details for that specific Payment ID and the Payment invoice details, like: Invoiced as attempt on, Invoiced as success on, Gross Settlement Amount, Exchange Rate, Transaction Fee, General Fee, Issued Fee, Attempt Fee, LocalVAT Fee, Repatriation Fee and VAT.

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Export transactions

The list of payments can be exported (filtered or not) to an .xls file. The file contains the following information: ID, MerchantTransactionID, InputDateTime, Amount, Currency, Status, Method, StatusID, MethodID, MethodTransactionID, Payment status date/time, SiteID and Country.

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The column Payment status date/time represents the time when the last final status was updated for that transaction.

Initiate refunds

Our REST API allows you to refund any type of transaction, no matter of the payment method that was used.

For a complete list of refund types and refund type/types per payment method, please visit our Refund types section.

Refunds can be initiated in two ways: one via API, described in Create a refund from Refunds API; and the second through GlobalPay Merchant Dashboard, which is described next.

Native Type – refund flow

Full or partials native refunds are made by using Initiate Refund button from Payments tab.

The Initiate Refund button is displayed only for transactions with status Success.

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A pop-up window with the transaction details will be displayed. The Refund Merchant Transaction ID is automatically generated. You can change this ID by introducing your ID value.

For the transactions where only full refund is accepted the Refund Amount will be the same with the Payment Amount.

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In the case you want to perform a partial refund you have to fill the Refund Amount with a smaller amount than the Payment Amount. You can perform more than one refund for a transaction with the limitation that the sum of partial refunds to be smaller or equal than the initial paid amount.

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A particular case is for Klarna Invoice payment method where in order to initiate a refund you will need to provide the below additional parameters:

  • Merchant Article ID
  • Quantity

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A confirmation message will be displayed:

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In a few moments the refund will be processed.

If the refund is still processing and you perform another refund for the same successful transaction the following message will be displayed:

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You can see the complete list of all of your refunds in the Refunds tab.

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SEPA Bank Transfer Type –Refund flow

Full or partials SEPA Bank Transfer refunds are made by using Initiate Refund button from Payments tab.

The Initiate Refund button is displayed only for transactions with status Success.

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A pop-up window with the transaction details will be displayed. The Refund Merchant Transaction ID is automatically generated. You can change this ID by introducing your ID value.

In order that SEPA Bank Transfer refunds to be processed correctly you will have to fill the below details for customer and for customer bank account:

  • Customer Name
  • Customer IBAN
  • Bank Code/BIC

For more information about the refund types that require additional parameters, please see our section Refund types from Refunds API.

If you want to perform a full refund you will have to fill Refund Amount with the same Amount as Payment Amount.

In the case you want to perform a partial refund you have to fill the Refund Amount with a smaller amount than the Payment Amount. You can perform more than one refund for a transaction with the limitation that the sum of partial refunds to be smaller or equal than the initial paid amount.

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A confirmation message appears.

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In a few moments the refund will be processed.

If the refund is still processing and you choose to make another refund for the same successful transaction the following message appears:

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You can see the complete list of all of your refunds in the Refunds tab.

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SWIFT Bank Transfer Type – refund flow

Full or partials SWIFT Bank Transfer refunds are made by using Initiate Refund button from Payments tab.

The Initiate Refund button is displayed only for transactions with status Success.

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A pop-up window with the transaction details will be displayed. The Refund Merchant Transaction ID is automatically generated. You can change this ID by introducing your ID value.

In order that SWIFT Bank Transfer refunds to be processed correctly you will have to fill the below details for customer and for customer bank account:

  • Customer Name
  • Customer Account Number
  • Bank Code/BIC

A particular case is for Brazil where SWIFT Bank Transfer refunds will require more additional parameters:

  • Customer Name
  • Customer Account Number
  • CPF Account Holder
  • Bank Name
  • Bank Code
  • Bank Agency Code

For more information about the refund types that require additional parameters, please see our section Get information for a refund from Refunds API.

If you want to perform a full refund you will have to fill Refund Amount with the same Amount as Payment Amount.

In the case you want to perform a partial refund you have to fill the Refund Amount with a smaller amount than the Payment Amount. You can perform more than one refund for a transaction with the limitation that the sum of partial refunds to be smaller or equal than the initial paid amount.

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A confirmation message appears.

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In a few moments the refund will be processed.

If the refund is still processed and you choose to make another refund for the same successful transaction the following message appears:

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You can see the complete list of all of your refunds in the Refunds tab.

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Manual Support Work No Info Type – refund flow

Full or partials Manual Support Work No Info are made by using Initiate Refund button from Payments tab.

The Initiate Refund button is displayed only for transactions with status Success.

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A pop-up window with the transaction details will be displayed. The Refund Merchant Transaction ID is automatically generated. You can change this ID by introducing your ID value.

If you want to perform a full refund you will have to fill Refund Amount with the same Amount as Payment Amount.

In the case you want to perform a partial refund you have to fill the Refund Amount with a smaller amount than the Payment Amount. You can perform more than one refund for a transaction with the limitation that the sum of partial refunds to be smaller or equal than the initial paid amount.

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A confirmation message will be displayed:

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In a few moments the refund will be processed.

If the refund is still processing and you perform another refund for the same successful transaction the following message will be displayed:

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You can see the complete list of all of your refunds in the Refunds tab.

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SEPA Bank Transfer No Info Type – refund flow

Full or partials SEPA Bank Transfer No Info refunds are made by using Initiate Refund button from Payments tab.

The Initiate Refund button is displayed only for transactions with status Success.

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A pop-up window with the transaction details will be displayed. The Refund Merchant Transaction ID is automatically generated. You can change this ID by introducing your ID value.

In order to process the SEPA Bank Transfer No Info refunds, we will use the customer/customer bank account details stored in our system (this is the reason why no additional details/info is required).

If you want to perform a full refund you will have to fill Refund Amount with the same Amount as Payment Amount.

In the case you want to perform a partial refund you have to fill the Refund Amount with a smaller amount than the Payment Amount. You can perform more than one refund for a transaction with the limitation that the sum of partial refunds to be smaller or equal than the initial paid amount.

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A confirmation message appears:

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In a few moments the refund will be processed.

If the refund is still processing and you choose to make another refund for the same successful transaction the following message appears:

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You can see the complete list of all of your refunds in the Refunds tab.

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SWIFT Bank Transfer No Info Type – refund flow

Full or partials SWIFT Bank Transfer No Info refunds are made by using Initiate Refund button from Payments tab.

The Initiate Refund button is displayed only for transactions with status Success.

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A pop-up window with the transaction details will be displayed. The Refund Merchant Transaction ID is automatically generated. You can change this ID by introducing your ID value.

In order to process the SWIFT Bank Transfer No Info refunds, we will use the customer/customer bank account details stored in our system (this is the reason why no additional details/info is required).

If you want to perform a full refund you will have to fill Refund Amount with the same Amount as Payment Amount.

In the case you want to perform a partial refund you have to fill the Refund Amount with a smaller amount than the Payment Amount. You can perform more than one refund for a transaction with the limitation that the sum of partial refunds to be smaller or equal than the initial paid amount.

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A confirmation message appears.

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In a few moments the refund will be processed.

If the refund is still processed and you choose to make another refund for the same successful transaction the following message appears:

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You can see the complete list of all of your refunds in the Refunds tab.

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Manual Support Work Details Needed – refund flow

Full or partials Manual Support Work Details Needed refunds are made by using Initiate Refund button from Payments tab.

The Initiate Refund button is displayed only for transactions with status Success.

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A pop-up window with the transaction details will be displayed. The Refund Merchant Transaction ID is automatically generated. You can change this ID by introducing your ID value.

In order that Manual Support Work Details Needed refunds to be processed correctly you will have to fill in the below details for customer and for customer bank account:

  • Bank Name
  • Thailand Bank Account Number (10 digits)
  • Bank Branch

For more information about the refund types that require additional parameters, please see our section Refund types from Refunds API.

If you want to perform a full refund you will have to fill Refund Amount with the same Amount as Payment Amount.

In the case you want to perform a partial refund you have to fill the Refund Amount with a smaller amount than the Payment Amount. You can perform more than one refund for a transaction with the limitation that the sum of partial refunds to be smaller or equal than the initial paid amount.

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If the refund request has been successfully sent, a confirmation message appears.

The refund will be processed in a few moments.

If the refund is still processing and you choose to make another refund for the same successful transaction the following message appears:

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You can see the complete list of all of your refunds in the Refunds tab.

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Refunds List

If you want to see and verify your refund transactions go to Refunds tab. Here you will find a complete list of all of your refund transactions. You have the possibility to search for a specific refund using different criteria, to see the details of the refund invoice and fee, and to export your refunds into an Excel file.

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Search filters for refunds

When you enter the Refunds tab, the Search Filters section is expanded. In order to collapse it just click the arrow on the right of the screen.

You can search refunds by ID (the refund ID in GlobalPay system), Merchant Transaction ID (the transaction ID in your system), Interval (from – to), Initial Payment ID (the payment ID in GlobalPay system for which the refund was initiated), Method Name, Amount, Currency, Status, Refund Type, and Alias.

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Refund details

After you have found the refund you’ve been looking for, using the search filters, just click on it to see the specific details of that refund.

A new window will open containing the Refund Details (the details of the refund) and the Payin Details (the details of the initial payment ID).

In the Refund Details tab, apart from the specific details of that refund, you can also see the necessary information of the refund invoice, like: Invoiced as refund on, Gross Settlement Amount, Exchange Rate, Refund Fee and VAT.

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If you click the Payin Details button you can see the details for the initial Payment ID, including the Payment invoice details, like: Invoiced as attempt on, Invoiced as success on, Gross Settlement Amount, Exchange Rate, Transaction Fee, General Fee, Issued Fee, Attempt Fee, LocalVAT Fee, Repatriation Fee and VAT.

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Export refund transactions

The list of refund payments can be exported (filtered or not) to an .xls file. The file contains the following information: ID, MerchantTransactionID, InputDateTime, InitialPaymentID, Amount, Currency, Status, StatusID, Method and MethodID.

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Security

The first user created for a merchant (the one created from the registration form) has a default role assigned. This role (Administrator) has all the access rights existent in the GlobalPay system.

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Click on Add new Role button and you can create a new role. You have to give a role name and description and assign access rights from the list on the right of the form. When finished click Save and your role will be created. The role you have just created is visible in the grid. You can create as many roles as you like.

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If you want to remove or add new access rights to a role, or simply modify the name or the description you can click on the Edit button from the grid.

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And, of course, you can delete the roles you don’t need anymore using the Delete button from the grid.

Users Admin

When entering this section you see in grid all the users you have created and yourself. This are all the users associated with your merchant id.

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Click on Add new User button and you can create a new user. In the new form that opens you need to provide a User Name and the correct e-mail. You can also assign the user one of the roles you previously have created. On Save the user will be saved and he will receive an email with the password.

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A new user can also be created via API by submitting a POST HTTP request.

If you want to remove or add roles to that user or change his username or email you need to click on the Edit button in the grid. You can also generate a new password for that user from the Edit form. When clicking Generate new password an email will be sent to that user with the new password.

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And, of course, you can delete the user accounts that do not serve you anymore using the Delete button from the grid.

Please be aware that if you assign a user a certain role (that contains specific access rights), that user will only have access to that restricted area defined by that role (and implicitly by the access rights).

Example: You provide User1 with Role1 that includes NotificationURL-Update access right and Signature-Update access right. This means that user 1 will only see two tabs when entering the dashboard: Account and Configuration. And he will have the right to Generate a new signature and modify the NotificationURL.

An update access right implicitly contains the view access right.

Example: If the user has only one role that only contains the access right Signature-Update, that user will be able to see the Signature section and update the signature.

If the user has only one role that contains only Signature-view, that user will be able to access the Signature section, but won’t be able to update the signature.

User Interface Configuration

You can configure the look and feel of the payment page from the UIConfiguration tab.

In order to create or edit new skins or change the merchant logo, the user needs to have assigned a role with at least the following access rights: UIConfiguration-View and UIConfiguration-Update.

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Upload default logo

You have the possibility to upload the default logo that the customers will see on the payment page. For a new logo, click Browse, navigate to where the logo is stored on your disk, select the logo, click Open button in the File Upload modal window, then Upload button in the UIConfiguration page.

The logo displayed under Default logo section changes to the new logo.

Generate new skin

By specifying in the initial POST a value for the SkinID parameter, you have the possibility to dynamically instruct GlobalPay to display a certain skin. The skins are created in the UIConfiguration page by clicking Generate new skin button.

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Skin editor controls

The following table describes the various options which you can use to customize the look and feel of the payment page.

Option Description Default values
Underlay iframe src An URL of a webpage which appears in the background, so you can easily match the payment page design with your online shop. http://www.youronlineshop.com
Payment page layout Defines the appearance of the payment page. You can choose from: Lightbox no mask, no shadow; Lightbox type overlay mask, Lightbox type border – No overlay mask, standalone page, compact iframe. lightbox no mask no shadow (default)
Merchant logo position Specifies the position of your logo on the payment page, left or right. Right (default)
Merchant logo max-size Specifies the max-size constraints of the logo image. No value means that the actual logo size will be displayed. 85-width x 85-height (default)
Background Defines the color of the payment page background. #FFFFFF (default)
Accents’ color Defines the color of the accents. #771705 (default)
Page title text Defines the message displayed on top of the payment page. Please select your payment method (default)
Amount font Specifies the size, font-family and color of the amount font. 30, Arial, #000000 (default)
Currency and conversion rate font Specifies the size, font-family and color of the currency and conversion rate font. 16, Arial, #000000 (default)
Conversion rate color Specifies the color of the conversion rate 15, Arial, #666666 (default)
Title, buttons font Specifies the size, font-family and color of the payment page title and buttons. 15, Arial, #666666 (default)
Product details labels color Specifies the color of the product labels: amount, description. #777777 (default)
Product description color Specifies the color of the product description. #333333 (default)
Payment method options form layout Specifies the number of columns for the payment method specific fields that need to be filled by customers. 1 column (default)
Inputs – not focused – border color Specifies the color of the inputs when they do not have the focus #D0D0D0 (default)
Inputs – focused – border color Specifies the color of the inputs when they have the focus #D0D0D0 (default)
Selectors/buttons corner roundness Specifies the roundness level for selectors and buttons. 0 (default)
Payment methods logos layout Specifies the arrangement of the logos in page. Grid layout (default)
Payment methods logo size Specifies the size of the logos. 34 (default)
Custom CSS You can copy-paste custom css code here to change other components of the payment page. Empty (default)

Lightbox no mask, no shadow layout:

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Lightbox type overlay mask:

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Lightbox type border – NO overlay mask:

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Standalone page:

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Compact iframe:

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By pressing the Save button a new skin will be generated. You can see the id of the skin in the top-right (e.g. 98). By sending in the initial post SkinId=98, the new skin will be used for the current payment.

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The other possible actions available on a skin are: Set as default (the skin will be used as default skin for the payments for which you do not specify a skinID), Preview, Edit, Delete.

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Reports

The Reports menu can be accessed by a user with appropriate access rights (Reports-View) and it provides easy access to current information about vistors/new vistors on a specific time frame (Day-Week-Month and Date Interval) and the statistical data.

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There are also available Custom Reports that allows you to filter the data according to: Browser, Operating system, Region, Country, and Payment Method. After selecting the filter option you want, click on the Go button to see the report.

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Settlement Cycles

In order to view and access the Invoicing tab you need to have assigned to your dashboard user account the proper access rights (Invoicing-view).

Smart2Pay is managing a complex schedule of settlements, and depending on the payment methods you are using, you can be settled in various cycles with various cutoffs.

By accessing the Invoicing tab->Settlement Cycles view, you can see important information on the invoicing/settlement cycles, invoice date, cutoffs and if any invoices are expected to be delayed. You have the possibility to search for specific cycle using different criteria.

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Search filters

When you access the Invoicing tab->Settlement Cycles view, the Search Filters section is expanded. In order to collapse it just click the arrow on the right of the screen.

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You can search invoices by using the following filters:

  • Invoice Type: Settlement Invoice – contains the fees and the payments; Settlement Report: contains only the payments; and Invoice: contains only the fees;
  • Invoice Cut Off: the time period for which the transactions will be invoiced;
  • Settlement Currency: the currency in which the settlement was made;
  • Site: the name of the merchant’s website in our financial system;
  • Method: the name of the payment method used and assigned for a specific settlement cycle;
  • Next Invoice Date: the date when the next invoice is to be generated;
  • On Hold: if set to no, invoices will be automatically generated and process by the system, if set to yes, it will be manually processed by our financial team when certain conditions are met.

Method Balance

By accessing the Method Balance tab, you can see for each method the converted balance from the transaction (merchant) currency to the settlement currency in the calculated amount field.

Please note that the converted balance value from the calculated amount field is an approximate value based on the current exchange rate.

This means, you have the possibility to see the currency and the amount for a specific method in which you have initiated the payment and the amount for that specific method in the settlement currency.

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Search filters

When you access the Method Balance tab, the Search Filters section is expanded. In order to collapse it just click the arrow on the right of the screen.

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You can search methods by using the following filters:

  • Method Name: the name of the payment method used and assigned for a specific settlement cycle;
  • Merchant Currency: the currency in which the merchant has made the payment;
  • Settlement Currency: the currency in which the settlement will be made.

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Invoices

By accessing the Invoices tab, you can see all of your invoices and when they were generated. You can also search and view a specific invoice by introducing either the invoice number or the total amount in the appropriate text boxes.

You have the possibility to download a specific invoice or to download all of the invoices into the appropriate format. Invoices will be sent on email and, on request, they can also be generated in CSV format in SFTP.

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Search filters

When you access the Invoices tab, the Search Filters section is expanded. In order to collapse it just click the arrow on the right of the screen.

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You can also search invoices by using the following filter:

  • Interval: the time period in which a specific invoice was generated.