Customer portal overview - Payment terminal

Getting started with the Flatpay customer portal: Terminal edition

This guide covers all the essential tools in your Flatpay Customer Portal to help you track payments, payouts, staff, and more.

⚠️ If you're using a POS system, go to this guide instead. 

Track performance (Dashboard)

Use the Dashboard to view today’s revenue and business performance at a glance.

Use the sidebar or search bar to access specific pages.

View and export transactions

Go to Transactions to:

• See every payment processed

• Filter by date, terminal, or card type

• Export data in CSV or PDF formats

Check payouts

The Payouts section gives you a clear summary of:

• Your daily payouts

• Fees and net income

• Payout reports (PDF or CSV) for accounting

Download reports

Under Reports, you’ll find:

• Z Reports: Daily terminal summaries with ID, times, and totals

• Staff reports: Track performance (sales, refunds, avg. transaction size, tips). Choose your period and download via email as PDF. Ensure all staff are added in the Staff section for full reporting.

• Transaction report: A list of all card transactions during a custom period, including card type, amounts, terminal, and settlement status.

• Accounting payouts report: Export payout entries for bookkeeping, including gross settlement, acquirer fees, and net payout to bank.

Manage devices and staff

In Devices:

• Name and organize terminals

• Enable tipping per terminal

In Staff:

• Add or remove team members

• Set access permissions (e.g., allow refunds)

Connect your accounting tool

Under Integrations, you can:

• Sync with your preferred accounting software

• Automatically transfer payout and transaction data

See integration setup guide

Adjust settings and company info

In Store settings:

• Adjust your store's business hours for more accurate reporting

• Enable and customize tipping percentages

• Give external POS suppliers access

Under My business:

• Update business name, contact info, user access, email preferences

• View your Flatpay contract under Agreements