Merchant Central - Home Dashboard

Navigating to Merchant Central

Open Merchant Central from the Accounting tab in Rapid Works ERP.

Overview

The Home Dashboard is your main landing page in Merchant Central. It provides high-level visibility into all payment activity, authorizations, and customer engagement across your account.

Key Dashboard Components

1. Payment Summary

Displays a quick overview of all payments received:

• Total payment amount collected
• Number of payments
• Number of paid invoices

You can also create a new payment directly from this section using the New Payment button. This opens the Virtual Terminal, covered in a separate article.

2. Authorization Summary

This section shows:

• Total amount currently on hold for customer credit cards
• Number of active holds
• Any holds nearing expiration

From here, you can quickly create a new authorization using New Authorization.

3. Link Performance Overview

Shows how customers are engaging with payment links:

• Number of links sent
• Invoice views
• Customer views
• Total paid via links

This reflects activity across both emailed invoice links and payments made through the Customer Portal.

4. Charges Summary

Provides a breakdown of:

• Incurred fees (fees your business pays to the processor)
• Charged amounts (surcharges billed to customers)
• Net amount

The net amount = charged amount – incurred amount.

Next Steps

• Learn how to collect payments: Virtual Terminal Payments
• Manage holds: Authorization Dashboard
• Track engagement: Link Performance Dashboard
• View fee details: Charges Dashboard