Merchant FAQs
Overview
The Paysafe Wallet Merchant Portal gives you the tools to:
- Onboard recipients
- Manage payouts
- Fund your merchant wallet
- Review wallet transactions
How do I access the Portal for the first time?
You’ll receive an invitation email. Click the link in the email and follow the prompts to create your password and complete your first-time login.
Overview
To log in, use your registered email address or phone number together with your password.
How do I change my password?
Select “Forgot Password” on the login page. Enter your registered email address or phone number, and you will receive a password reset link or verification code to create a new password.
What should I do if I can’t access the Portal?
If you’re unable to access the Portal or sign in after resetting your password reset, contact Support for assistance.
What happens if my account becomes locked?
Your account may be temporarily locked after multiple unsuccessful login attempts. Wait a short time and try again, or reset your password using “Forgot Password.” If you still can’t access the Portal, contact Support.
Overview
The Dashboard provides a consolidated view of your organization’s wallet activity.
What information does the Dashboard display?
- Wallet Balances - Available Balance and Total Balance
- Basic Activity Analytics - users active today and in the last 30 days
- Organization Users Lookup - a search tool for finding users associated with your organization by email or name.
Where can I find my Merchant ID?
Your Merchant ID is displayed on the Dashboard alongside your wallet information.
What details can I see for each user I look up?
Search results show:
- Phone number
- Role
- Last login timestamp
Can I manage users from the Dashboard?
You can use the lookup tool to view user details and send a password‑reset email when needed. Other user‑management actions are not available.
Why can’t I search by phone number?
Search supports email and name lookup. Phone numbers may appear in the results when available but aren’t searchable.
Overview
Use the Invitations tool to onboard individuals who will receive payouts through your organization.
How do I invite recipients?
You can send single invitations or upload a batch via CSV.
How long is an invitation valid?
Seven days.
What do invitation statuses mean?
- Pending - invitation sent
- Expired - the 7‑day link is no longer valid
Once a recipient registers, their invitation is automatically removed from the list.
Can I resend an invitation?
No. Simply issue a new invitation. Expired invitations update automatically - deletion is not required.
Overview
Use the bank account details shown in Deposit Details to add funds from your business account.
How long do deposits take to appear?
Typically within a few business days. Deposits appear as Deposit in Transaction History once posted.
What should I check if a deposit hasn’t appeared?
Confirm the transfer was sent from your business account, bank details were entered correctly, and adequate time has passed. If still missing, contact Support.
Overview
Submit single or bulk payouts through the Mass Payments tool. Each payout is validated independently.
How do I submit payouts?
Use Mass Payments > Upload to enter a single payout or upload a CSV in the format: email,currency,amount
How do I interpret payout statuses?
Mass Payments > History may show:
- Processed - payout completed
- Failed - payout cannot be completed
- Scheduled - recipient has not registered
A status reason appears when available.
Transactions in the Transactions section may show lifecycle statuses such as: Pending, Processing, Completed, Failed, Cancelled, Refunded, Declined, Reversed.
What’s the difference between “Failed” and “Scheduled”?
- Failed - The recipient is registered but not yet eligible to receive funds. The payout does not debit your balance.
- Scheduled - The recipient is not registered. The payout will remain in this state until registration is complete. During that time, the funds stay held.
How can I confirm a recipient is eligible to receive payouts?
The Portal does not display verification status. The simplest check is to submit a payout. If the recipient isn’t ready, the payout won’t process and will show a clear status (e.g., failed or a status reason indicating eligibility issues). Once the recipient completes verification, re‑submit the payout.
Why did only some payouts succeed?
Rows are validated line‑by‑line. Issues in one row do not affect others.
Why was my CSV rejected?
Confirm:
- The file is in CSV format
- Each row includes required fields
- Emails and amounts are valid
- No blank rows or additional columns are included
Overview
All wallet movements appear in Transactions > Transaction History.
How do I view or filter transactions?
Use the filters for Type, Status, and Date Range. Search is not available.
Why aren’t today’s transactions showing?
Transactions display in UTC. Extend the end date to the next day if necessary.
Where can I see recipient details?
Recipient email appears in the PDF export.
Can I export transactions?
Yes - PDF export is available for the last 7 days, last 30 days, or a custom range.
Overview
Use the Theme Editor to configure your program’s visual identity.
What branding options are available?
Upload a logo, apply brand colors, and preview changes before saving.
Do branding changes apply to recipients?
Yes. Branding updates appear across both the Merchant Portal and the Wallet app.
When should I contact Support?
For assistance with:
- Login or authentication issues
- Deposit or payout discrepancies
- Payouts stuck in Scheduled
- Missing or unexpected transactions
Any issue that cannot be resolved through the steps above. Support contact details are available within the Merchant Portal.