Portal (Version 24.92.1)

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New Features

Partners and Merchants can now generate the new Chargeback Summary report on the Reports page for a quick overview of all disputes and chargebacks within their portfolio.
Partners and Merchants can now generate the new Chargeback Detail report on the Reports page for a comprehensive view of individual dispute and chargeback records.
Partners can now assign triPOS fees for Canadian Merchants on the Group Profile and Merchant Profile pages to assess fees based on terminal type usage or general terminal setup.
Partners with Merchants in both the US and Canada can now link their Host configurations across regions with the Payrix Pro Implementation Team, enabling seamless switching between countries.
Partners can now use the Embedded Finance page to view and download Excel and CSV files for each dashboard panel, with detailed Merchant-level data and pagination support.
Merchants can now view the Pinless Debit Conversion field on the Transaction Details page in the Payment Details menu to identify which transactions were converted.

Improvements

Enhanced the portal backend connection to display an Internal Server Error dialog when the server cannot be reached during portal actions.
Improved the Add Web Alert dialog by removing the Advanced Options section, auto-assigning Partner Division IDs, and adding a brief description of web alert logic above the Name and Description fields.
Enhanced the Merchant Signup Form return functionality to display errors when the form cannot be retrieved using the one-time password (OTP) from the Finish Later function.
Enhanced the Embedded Finance page for Partners to display real-time metrics on offers, applications, loans, and residual revenue without requiring date filters.

Resolved Issues

Issue resolved where the Disbursement Details page would duplicate transaction IDs if the Show More Results button was clicked multiple times in quick succession.
Issue resolved where average ticket amounts in the Event Logs column of the Merchant Underwriting page were incorrectly displayed in cents only.
Issue resolved where custom fields on the Merchant Signup Form would not save when using the Finish Later option to return and submit the form.
Issue resolved where the Merchant Signup Form would not reload properly when accessed using the OTP from the Finish Later function.
Issue resolved where Group Workflows could be saved with Conditional Rules set to None, preventing the Workflow from triggering as expected.
Issue resolved where multiple panels on the Opportunity Dashboard page would not open the details dialog as expected.

Documentation

As part of the launch of all Payrix Pro developer documentation and API specifications on the Worldpay Developer Hub (https://docs.worldpay.com/apis/payrix), we’ve updated all Payrix Pro portals with the following changes:

Removed the Documentation and API links from all portal login pages.
Removed the Documentation and API links from all portal footer pages for the Merchant view.
Removed the API link from all portal footer pages for the Partner view and updated the Documentation link to access the Payrix Pro Partner Portal Guide.
Updated all links that accessed previous (now legacy) versions of the developer integration guide and API specifications to the correct URL for this content on the Worldpay Developer Hub.

Payrix Pro API

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Terminals

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Payrix Pro API Documentation