Easy Pay Direct Reporting Portal
How to use the Easy Pay Direct reporting portal: payouts, reports, and chargeback activity for your merchant account.
How to use the Easy Pay Direct reporting portal: payouts, reports, and chargeback activity for your merchant account.
Easy Pay Direct: Chargeback Assistance Information
Easy Pay Direct's chargeback dashboard can be found within the Reporting > Chargebacks section of the portal. A short walkthrough video and screenshots are…
Read the full articleChanging Dashboard Appearance
!Changing dashboard appearance video
Read the full articleDashboard Chargeback Tool
!Dashboard Chargeback Tool video
Read the full articleDevelopers: API Tokens
Find API authentication and key guidance for integrating directly with Easy Pay Direct.
Read the full articleDevelopers: Webhooks
Use EPD Commerce webhook documentation to receive events from your Easy Pay Direct integration.
Read the full articleExporting Reports
To export reports, navigate to the Reporting page in the left-hand menu. Choose the sub-menu of the report you need to export.
Read the full articleFraud Analysis
The Fraud Analysis page provides merchants with up-to-date and historical transactional data tailored toward risk analysis.
Read the full articleInsights
The Insights page displays any notifications from system admins. You will find messages such as holiday hours that may interrupt processing or new features…
Read the full articleIntegrations
Integrate directly with Easy Pay Direct using the EPD Commerce developer documentation.
Read the full articleMulti-account Search
The Multi-account Search toggle on the Filter enables the search for data on all the merchant accounts (MIDs/DBAs) under the selected merchant entity.
Read the full articlePermissions
The permissions table enables customizing a user's permissions for accessing system features.
Read the full articleRoles
Roles are permission templates that you can assign as stock permissions for users.
Read the full articleEasy Pay Direct: Troubleshooting User Access
If your sub-user's portal is blank when they login:
Read the full article2-Step Verification (2FA)
Our Dashboard provides an extra layer of protection to ensure the security of your account.
Read the full articleUpdate Email
The contact email on file for a user may be updated by the user logging into the dashboard and navigating to the User Settings.
Read the full articleEasy Pay Direct: User Set Up Guide
However, they can assign a sub-user with authorization to create and manage additional users.
Read the full articleReports available in the Easy Pay Direct reporting portal: authorizations, payouts, batches, chargebacks, statements, reserve, and ACH rejects.
ACH Rejects
ACH Rejects related to your merchant account will be displayed on the ACH Rejects page and a ticket will be created automatically in order to quickly resolve.
Read the full articleAuthorizations
The Authorization report gives a view of all card authorizations being processed on your MID(s). Use the filter on the top right to filter card data or date…
Read the full articleBatches
Batches enables you to have quick access to your card batch data for your MIDs.
Read the full articleChargebacks
Watch a short Chargeback overview video.
Read the full articleOther
The Other section will include canned reports for export.
Read the full articlePayouts
The Payouts report provides data about deposits to your bank account for card processing services.
Read the full articleReserve
The Reserve page displays if there is any money set aside as a reserve by the acquirer. If you have a reserve, this amount will be removed from your batch…
Read the full articleStatements
The Statements page will display monthly processing statements for your MIDs.
Read the full articleGetting help from the Easy Pay Direct reporting portal: support tickets, account change requests, and bank verification.
Account Changes
The Account Changes page enables you to submit requests to update your account and view the status of previously submitted requests.
Read the full articleBank Account Change
To submit a Bank Account Update, you will need the following information:
Read the full articleCompany Information Update
The Company Information Update request form shows all fields that can be updated. If you only need to update one or a few fields, only the fields you wish to…
Read the full articleCreate a Ticket
In the left-hand menu select Support > Tickets and at the top-right of the page click '+ Open Ticket' button.
Read the full articleManual Verification
If a Bank Account Change requires manual review, you will be prompted to provide a Bank Letter or a Voided Check to verify bank account ownership. Upload the…
Read the full articlePlaid Verification
When Plaid completes the verification of your banking information, you will receive a success message, and your account will be updated immediately.
Read the full articleRequest an Account Change
The request to update your account information can be submitted in one of two places:
Read the full articleTickets
The Tickets page shows all tickets created related to your account/s and its current status. It allows you to open a ticket and correspond with our support…
Read the full article
Get Approved the Right Way
If payment stability matters to your business, Easy Pay Direct helps you process with confidence; today and as you grow.
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