Customer Area and Essentials

Both Customer Area and Essentials are interfaces with which you can manage disputes, payment, and much more. Essentials, however, is a simplified version of the Customer Area with more limited functionalities.  

Essentials is more of a helpful operational tool for straightforward tasks like refunding a transaction, where Customer Area offers a broader range of options. 

Currently, the following features from the Customer Area are enabled in Essentials: 

• A simple, self-explanatory navigation. 
• List of disputes & the ability to upload defense documentation.
• Downloadable reports (e.g., Settlement Detail Report, Aggregate Settlement Report).
• Terminal fleet manager (e.g., seeing which terminals are online/offline).
• Overview of stores and the terminals associated with them.
• Request for a bank account change.
• List of users and invitations attached to each. 
• List of payments (including payment search, payment details side panel and refunding).