Navigate to different pages in the Merchant Interface by clicking items on the Menu bar, situated on the left of the Merchant Interface. Some pages contain links that open in a separate window.
Payments - all payments for your account can be found on the payment page, including the payment details. This page enables you to capture, cancel and refund individual payments
Orders - the Orders page lists all orders and order details for your account
Webform - for use when you are making a refund to your shopper. You create a Webform bank transfer which your shopper fills in and sends off, giving them some control over the whole process.
Installations - you use this screen to request activation of your account using your Installation ID
Identify Me - if installed, the Identify Me service provides you with additional information to assist with the validation of a customer’s identity.
Profile - the Profile page contains your settings as registered with Worldpay. Some items can be changed and you can also set up the online communication for order notifications, change (test) server settings and configure the periodical financial reports (for example, order and transfer reports)
Financial status - this page gives a complete overview of the financial status of your account. It shows the authorised, captured and settled payments, including the corresponding total open balance amounts
Command batch - XML order batches and individual requests for capture, cancel or refund that your system submitted to Corporate Gateway are collected in command batches. You can check the status on the Command Batch page
Risk management - if installed, the Risk Management page enables you to configure risk check settings of the Risk Management service
User management - enables a user to create and edit other users. Users can receive all the permissions that the Merchant admin user has
User profile - lets you change your password
Dispute management - this page gives an overview of charged back payments, and payments for which Corporate Gateway has received an Information Request from the financial institution. It also provides a tool to communicate directly with the financial institution regarding the defence of disputed transactions
Reports - the Reports functionality allows you to view or download a range of standard tables and graphs, in a choice of formats
When an order or payment search returns more than 100 items the results display on more than one page and the first column header displays two arrows to navigate through the list. |
Please be aware that the items described may not be part of the permissions you have, in which case you won't be able to access them. |
You can choose your Merchant Interface language using the Select Language drop-down list in the upper right of the Merchant Interface.
Buttons for Home, Help and Logoff are next to the language selection box:
Help - opens the help file for the open page
Home - returns to the Merchant Interface start page
Logoff - log off from the Merchant Interface
Situated above these buttons are links to the Worldpay website and documentation.
Below the menu are the following items:
Status Information Box:
Data current up to - this shows your Merchant Code, and the last date and time the information shown in the Merchant Interface was updated. Any data processed after this date and time will not show yet. (All times are shown in UTC/GMT)
Data archived before - this date and time indicates the earliest data available. (All times are shown in UTC/GMT)
Select Merchant Code - if you have access to more than one Merchant Code, this link enables you to switch between codes
Switch Application: Click this to display the Application Selection window, listing all applications available to you, including the test environment. Switch to the application of your choice by selecting it.
Using the search functionality - search pages containing a listing of orders or payments