Easy - user guide

Login Information and Password Reset

You log in with your email and password

The first time you log in, after receiving the activation link by email, and every 90 days, you must create a new password.

When creating a new password, several requirements must be met.

If any requirements are grey, they have not been fulfilled.

When all requirements turn blue, the password meets all criteria and can be reset.

Header

At the top of the page you'll find the following topics. These options is always on display.

1. Menu

2. Store name - This is the name that will show in checkout

3. Merchant ID

4. My profile

5. Change environment (test/live)

My Profile

Under My profile (which you can find by clicking on the avatar in the top right corner), you can change your contact information and portal language as well as change your password. You can also see when the password was last updated.

Account

To switch between accounts, tap on the account name in the top left corner and select the desired account from the dropdown menu. The list will display all accounts or shops associated with your user profile

To add an existing account to a user, you must be logged in as an admin user on that account.

To create a new Easy account, tap on the account name in the top left corner, then select New Account. You can create a new account using the same VAT number or a different VAT number. The new account will have the same pricing as your current account.

Dashboard

On the menu option Dashboard, you can see the overall statistics for a selected period (by selecting the period in the top right corner), as well as recent new orders.

In the statistics, the merchant can see the number of new payments, total sales volume, average order value, amount paid and what percentage comes from which payment method.

Paid Out Amount and Total Sales Volume may not match within the same period due to payout processing times. Since all merchants have a payout period, they receive payment a set number of days after a transaction is charged. The default payout time is five working days. To see a matching payout amount, select a period five working days after the sales period.

Payments

In the menu option Payments, all the transactions can be found and processed. This menu option has six different tabs: Reserved, Charged, Refunded, Cancelled, Declined & Search.

You can filter transactions by selecting a preset period such as Last Week, Month, or Last 3 Months. These presets count the number of days backward from today. The options for Current Day, Week, or Month count from today back to the beginning of the relevant period. The selected date range will be displayed.

If you want to choose a specific period, select the start and end dates manually. You must select both dates to confirm the range. If searching for a single date, press the same date twice.

Reserved Payments

This tab displays authorized payments that are awaiting capture. Payments remain in this tab for 30 days from the authorization date. If a payment’s status is changed, it will automatically move to the relevant category. You can always use Search to find a payment, this function allows you to search on all possible statuses.

From the view above, you can open the dropdown menu (Select) on the far right of a transaction to access the following actions:

View Details: Opens the payment details page, which includes consumer data (if available), order details, transaction information, and logs.

Charge: Captures the full amount of the transaction. If Riverty is selected as the payment option, the invoice will be sent to the debtor at this point.

Edit and Charge: Allows modifications before capturing the amount, such as adding, removing, or editing order lines. The total amount cannot exceed the original reservation but can be lower, also known as a partial charge. For Riverty transactions, the invoice will only include the charged order lines.

Cancel: Cancels the order, preventing further charges. If a transaction has been partially charged, cancellation is not possible. The remaining reserved amount will automatically be released when the authorization period expires.

Charged payments

This tab shows all successfully captured transactions. You can filter payments by selecting a predefined period or setting a custom date range.

Opening the dropdown menu (Select) on the far right of a transaction allows the following actions:

View Details: Opens the payment details page, including consumer data (if available), order details, transaction logs, and events.

Refund: Initiates a full refund. Once processed, the amount will be sent back to the cardholder. For Riverty transactions, a credit invoice is created and sent to the debtor. If the refund attempt status is "pending" (refund started), it means the request has not yet been handled by Nets.

Edit and Refund: Allows modifications before refunding, such as adding, removing, or editing order lines. The total refund amount cannot exceed the original charged amount but can be lower, also known as a partial refund. For Riverty transactions, a partial credit invoice is created and sent to the debtor. If the refund attempt is pending, Nets has not yet processed the request.

Account balance must be sufficient to process refunds. You can find more information here.

Refunded payments

This category tab will only show you handled refunds. You can choose which period you want to look at.

Fully refunded transactions indicate that the merchant has requested a full refund, which is then processed. Funds are usually received within three to five banking days.

Partially refunded transactions indicate that only part of the total amount has been refunded. These are also typically processed within three to five banking days. A merchant can create multiple partial refunds on the remaining amount, but the total refund amount cannot exceed the original charge.

Pending refunds are refund requests that require attention. The most common reason for a pending refund is insufficient balance, but other issues, such as missing events or an unhandled top-up, may also prevent processing. If necessary, submit a support request in Zendesk and assign it to Easy Collecting for further assistance. As previously mentioned, the refund tab will only display handled transactions, meaning in order to find pending refunds you need to use the tab Search

Declined payments

This tab does not display all declined payments, only those that are included based on the decline reason. You can filter payments using a preset period or by selecting a specific date range.

Declined payments refer to transactions that have been rejected, often due to insufficient funds on the customer’s card. By clicking on View details, you can find more information about the order.

For a list of error codes, visit the technical documentation, where additional details may be provided.