Company

Overview

• Account information: Your unique Merchant ID appears at the top of the page. Include it when contacting Support.
  • Company details: View your company details.
  • Agreements and bank account: View your agreements, payment methods, and bank account details.
  • Partner information: Manage permissions for partners associated with your account.
• My invoices: View and download your invoices.
• Team and Users: View and manage users who have access to Checkout Portal for your company.
• Integration: View and manage your API keys.
• Checkout styler: Customize the appearance of your checkout.
• Logo: Change the logo displayed for some payment methods.

Company details

Company details include your legal company name, business name, registration number, and contact details.

Agreements and bank account

This section shows the payment methods and bank account details associated with your agreement for each currency. You can also update your bank account details, view payout times, and add funds.

Change bank account details

To update your bank account details, provide the date the new account should take effect, its IBAN, and its BIC/SWIFT code.

Only users with the Admin role can request changes to bank account details. After you submit a request, Support will review it and contact you if more information is needed. Requests usually take up to five days to process. You’ll receive an email when the request is complete.

While the request is being processed, payouts will continue to be sent to your current bank account. To pause payouts to that account, contact Support.

When you change the bank account for a currency, the change also applies to any other currencies that use the same account.

Click CONTINUE to submit your request. A confirmation message appears when the request has been created.

Payout time

Your payout time is the number of banking days between the day a payment is charged and the day Nexi Group sends the payout. Your bank may take additional time to make the funds available. The Payout time section shows the expected payout time for each payment method.

Deposit

Your account may not have enough funds to cover pending refunds or disputed amounts. To cover the shortfall, you can deposit additional funds. When making a transfer, use the account details shown and enter the Reference ID in the message field exactly as provided. Pending refunds are usually processed within a couple of days after funds become available in your account.

Partner information

If one or more partners are associated with your account, this section shows the API permissions assigned to each partner:

• For payment management: Charge, Cancel, and Refund
• For reconciliation reports: Payout details and Payouts

Permissions You can assign your partner either of these permission levels:

• Edit: The partner can charge, refund, and cancel payments.
• Read only

You can also choose to receive a notification whenever your partner logs in.

My invoices

By default, the list shows invoices for the current year. Click the download icon next to an invoice to download it.

To change the date range, click Date and choose a preset option, such as Yesterday, This week, or This month. To set a custom range, select the start and end dates in the calendar.

Team and Users

The Team list shows users who have access to your account. For each user, it shows their email address, phone number, last login, last password update, creation date, payout report preferences, role, and status.

Click the three-dot menu next to a user to manage their settings:

• For users with the Administrator role, you can choose Send daily payout reports or Stop send daily reports.
• For users with the Read only role, you can choose Edit user role, Remove user, or Resend activation link. Resend the link if the user has lost the invitation email or the link has expired.

Add user

Click + Add user. Enter the user’s email address, then select a role and language. When you’re done, click Send invite. The new user will receive an invitation email with an activation link.

Edit user role

For users with the Read only role, you can change the role by clicking the three-dot menu next to the user, and choose Edit user role. In the popup window, choose the new role:

• Administrator have all the permissions of Standard and Read only users. They can also invite users and manage user permissions.
• Standard users can manage payments, including charging, refunding, and canceling payments.
• Read only users can view payment and payout details and export payout reports, but cannot perform other actions.
• Read only with refund access can refund payments, view payment and payout details, and export payout reports.

Integration

The Integration section shows your API keys for the test and live environments. Each environment has two keys:

• SECRET KEY

  • The Secret API key is private and identifies your integration.
  • Use it from your back end and store it securely.
  • Do not expose it in your front-end code.

• CHECKOUT KEY

  • The Checkout API key is a public identifier for your webshop.
  • You can pass it from your front end to Checkout.

New API keys

You can create an additional set of API keys for each environment, Live and Test, by clicking + ADD API KEYS.

This is useful when you need to replace a set — for example, if the keys may have been compromised. Both sets remain valid until you delete the old one. After updating your integration to use the new keys, delete the old set. We recommend keeping only one set of API keys per environment. Store your keys securely, and delete any keys you no longer use.

Read more here.

Checkout styler

The Checkout styler component lets you test out how the checkout page could look like on both desktop and mobile. The following posibilities to change design includes:

• Themes
• Backgrounds
• Outlines
• Text & links
• Payment button

You can freely change and update for different styling purposes with colors, fonts and text style. You can save the design as a draft or publish it.

Logo

Your logo for MobilePay

Upload your logo in PNG, JPG, or SVG format. Your customers will see it in the MobilePay app during payment. The logo is displayed as a 250 × 250 pixel PNG image.

This feature is only available for the MobilePay payment method.