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Dashboard
Dashboard
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Deactivating a Customer’s Bank Account
If a customer is having issues using a specific bank account, or simply would like to remove it from the system, they are able to do so in..
Stronghold Pay
Dashboard
Stronghold Promotion Management Guide
Dive into the Stronghold Promotion Management Guide to learn how to set up, track, and optimize promotions on our platform.
Promotions
Merchants
Dashboard
Transactions Search and Statuses
(1) In the Dashboard, click Transactions up top. You can also search by customer and find a transaction when under their customer profile...
Stronghold Pay
Dashboard
Getting Started
Welcome to Stronghold Pay! Watch the Stronghold Merchant Dashboard Introduction Video to get a dashboard overview...
Stronghold Pay
Dashboard
Tip Reconciliation with the Transaction Report
Stronghold allows your customers to tip during checkout or after a transaction has been completed. You can reconcile tips at the end of...
Stronghold Pay
Dashboard
Reports
Outstanding Returns Report
The Outstanding Returns Report allows merchants to see what transactions have not yet been captured and the status of those charges...
Stronghold Pay
Dashboard
Reports
Adding Admins and Multiple Dashboards
If you are a user with Admin Permissions on the Stronghold Dashboard, you can add a user to your company’s Stronghold Dashboard by logging..
Stronghold Pay
Dashboard
Payment Reconciliation
Reconcile settlement activity with the Settlement Detail Report and the Activity Detail Report
Stronghold Pay
Dashboard
Settlements
Reports
Searching for Customers
(1) Log into the Dashboard (2) Click Customers on the top menu bar (3) Search by First Name, Last Name, Mobile phone number, or email...
Stronghold Pay
Dashboard
Processing a Refund in Transaction Details
Refunds can only be done for transactions that have already been captured (ie funds have been taken from the customer's account)...
Stronghold Pay
Dashboard
Downloading Transaction Reports
(1) In the dashboard, Click Transactions (2) To download all Transactions at once click the 3 dots in the top right corner....
Stronghold Pay
Dashboard
Reports
Settlement Report
Settlements correspond to the total amount of funds that Stronghold deposits into a merchant’s bank account on a given day. Timeline for...
Stronghold Pay
Dashboard
Settlements
Reports
Automated Settlement Report Emails
Tired of downloading reports every day? You can opt in to having Settlement Reports sent right to your email inbox daily, weekly, and...
Stronghold Pay
Dashboard
Reports
Settlements
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