Payments Management

The Payments Management feature lets you view xxx. Only Admins have access to the Payments Management feature.

This page describes the following:

You can access the Payments Management feature by navigating to Payment > Gateways from the top menu.

The Payments Mangement page is displayed:

From here you can select one of the following:

Using payment management refers to the following:

To access Payments Management

After finding payment gateways in the Global-e platform, you can export your results to Excel format.

To view payment gateway results

Follow steps 1 through 4 from the Accessing the Payment Gateway Results section.
Search for the desired results using the search parameters.
Click Show.

After finding payment gateways in the Global-e platform, you can export your results to Excel format.

To export payment gateway results to Excel

Follow steps 1 through 4 from the Accessing the Payment Gateway Results section.
Click Export to Excel.
Global-e automatically sends you an email with the shipping method configuration report in Excel format.

You can edit the payment gateways if needed.

To edit the payment gateway

Follow steps 1 through 4 from Accessing the Payments Managment feature.
Click at the end of the row corresponding to the merchant whose payment gateway you want to edit.
A text field is displayed in the Payment Gateway column.
Select a new payment gateway from the menu.
Click Save.
To keep the current payment gateway, click off of the text field.

You can make updates to multiple merchants at a time using the Multiple Update feature.

To make multiple updates

Follow steps 1 through 4 from the Accessing the Payment Gateway Results section.
Select all rows corresponding to the updates you want to make.
The Multiple Update panel is displayed.
Do one or both of the following:
- Remove specific gateway - removes the payment gateways you selected.
- Set gateway - lets you select a different gateway from the menu.
Click Close to cancel or Save to confirm.
Clicking Save sends you an email that the records were successfully updated.

I tried to undo some of my changes and they seem to have stayed the same.

Viewing Payment Gateways

Follow steps 1 through 4 from the Accessing the Payment Gateway Results section.
Click Default Payment Gateways.
Select the Merchant from the Merchant dropdown menu.
A table is displayed showing the selected merchant's payment methods and default payment gateways.
Click in the row(s) corresponding to the payment method you want to set the default gateway to.
You can cancel your update by clicking off of the menu.
Select a country from the Country dropdown menu.
Click Undo Changes to undo your updates, or Save to confirm them.

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