Your Business at a Glance
The dashboard gives you an instant overview of your entire merchant portfolio with real-time metrics.
Full Merchant Lifecycle
From first application to day-to-day operations, manage every aspect of your merchants:
Payment Methods Made Simple
Enable additional payment methods for your merchants with a single click — no separate agreements needed:
The Partner Portal equips you with enterprise-grade tools to manage your entire payment operation
Merchant Onboarding
Create and track merchant applications with built-in KYB verification. Share signing links and monitor onboarding status from one place.
Payment Methods
Enable Klarna, Swish, Vipps, Amex, MobilePay, and more for your merchants with a single click. No separate agreements needed.
Terminal Fleet Management
Register, move, configure, and push software updates to terminals across your entire merchant portfolio. Set config at merchant, store, or device level.
Transactions & Reporting
Search, filter, and export transactions with advanced filtering. Download CSV reports with adjustment data included.
White-Label Branding
Customize colors, fonts, logos, and button styles. AI-powered branding generation from your website URL.
Team & Notifications
Invite team members with role-based access. Set up Email, Slack, and SFTP notifications for key events.
Step-by-step guides for every feature in the Partner Portal.
Dashboard Overview
Your central hub for monitoring business performance across all merchants. Track total volume, applications, transactions, and sales trends at a glance.
Applications & Merchant Onboarding
Create and track merchant onboarding applications. Submit new applications, monitor KYB status, and manage signing links for your merchant portfolio.
Merchant Management
Browse, search, and manage your merchant accounts. Access detailed merchant profiles including transactions, stores, terminals, payment methods, and more.
Service Providers
Onboard and manage service providers who work with your merchants. Create service provider applications and link them to merchant accounts.
Terminal Management
Look up terminal information, manage device configurations, register new terminals, and push software updates across your merchant portfolio.
Shipments & Returns
Order payment hardware, track deliveries, and manage device returns. Handle the full logistics lifecycle for terminal hardware.
Branding & Customization
Customize how your brand appears to merchants and customers. Configure colors, fonts, logos, and button styles for a white-label experience.
Billing Plans
Create and manage billing plans for your merchants. Define pricing per payment method and assign plans to merchants for automated billing.
Integrations & Software
Manage software applications for your merchants and terminals. Push signed software packages from the Developer Portal to your merchant fleet.
Settings & Notifications
Manage your account security, invite team members, and configure email and Slack notifications for key partner events.
Transactions & Reporting
Search, filter, and export transactions across your merchant portfolio. Drill into individual transactions and download CSV reports.
Payment Methods
Enable and disable payment methods for your merchants. Manage core methods, activate additional payment options like Klarna, Swish, and Vipps.
Ready to get started?
If you're interested in becoming a Surfboard partner or want to learn more about the Partner Portal, get in touch and we'll schedule a walkthrough.
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