Merchant Track is an integrated portal that allows you to view transaction details and generate
funding reports. To access the Merchant Track Portal you will need to create a Merchant Track
Creating a Merchant Track User Account
To access Merchant Track you first need to create a Merchant Track user account. To create a
Merchant Track user account go to the Settings tab, open the Print Reach Pay folder and select
Merchant Track Users.
Please note, creating and editing a Merchant Track User requires a top level password
In the Merchant Track Users window click New to create a new user:
This will open the Merchant Track User window:
In the Merchant Track User window fill in the following fields:
- Active: Check this option to enable the user account.
- Username: Enter a unique username.
- Password: Enter a password.
- First Name: Enter the user account first name.
- Last Name: Enter the user account last name.
- Phone: Enter the user account phone number.
- Email: Enter the user account email address.
- User Permissions: Select the enabled options for the Merchant Track user.
Opening the Merchant Track Portal
To access the Merchant Track Portal go the A/R section, open the Print Reach Pay folder and
select Merchant Track. This will open the Merchant Track Login window:
In the Login window select the User, enter the Password and click Sign In. This will open the
Merchant Track Portal Dashboard:
From this dashboard you can view and search for transactions, generate reports and print
The Merchant Track Portal can also be used to reverse payment transactions, or process a new
payment using the Merchant Track Virtual Terminal.
Important! Transaction reversals and new payments should only be entered in the Merchant
Track Portal in cases where the transactions failed in Printer’s Plan. Transactions entered using
the Merchant Track Portal will not be captured in the Printer’s Plan database.