Getting Started

Getting Started

  1. Logging In

To access Netevia HQ:

  • Use the login credentials provided in the welcome email when your merchant account was onboarded.

  • If you have not received the credentials, or need help retrieving them, please let our merchant support team know at merchantsupport@b2bsoft.com or 212-742-2353 and we will help you retrieve them

  1. Navigating the Dashboard

Once logged in, the homepage displays essential details for your merchant account (MID). Key sections include:

MID Selection

  • The top section displays a list of Merchant IDs (MIDs) associated with your account.

  • Click on any MID to switch between accounts and view reports for each.

Account Summary

This section provides key account details, including:

  • MID / DBA / Legal Name – Your registered merchant information.

  • Contacts – Contact details for the merchant account.

  • Business Owner & Agent – The registered owner and agent managing the account.

  • Support Information – Customer service and technical support contact details.

  • Bank Account – Linked settlement account for deposits.

Financial Information

  • Last Batch Date & Amount – The most recent batch settlement.

  • Last Deposit Date & Amount – The latest deposit to your bank account.

  • Last Statement Date – The latest statement available for review.

Compliance & PCI Status

  • PCI Status – Displays PCI compliance status and access to the PCI Toolkit for maintaining compliance.

  • TIN Status – Verifies if the merchant's name/TIN combination matches IRS records.

Compliance QR Code

  • A QR Code you can use to print out the certificate for compliance verification.

  • Options to download a Compliance Sticker or access a compliance link.

 

    • Related Articles

    • Merchant Guide: Completing Your PCI Compliance Step-by-Step (Netevia)

      This guide is tailored for merchants to help you navigate the PCI portal, complete compliance tasks, and maintain secure payment processing. Follow these steps to address your compliance requirements with ease. 1. Accessing Your Account Log in to the ...

    • Merchant Guide: Completing Your PCI Compliance Step-by-Step (Fiserv)

      This guide walks you through the steps to log in to the PCI portal, complete the compliance process, and ensure your business meets PCI standards. Follow these instructions to simplify your compliance journey. 1. Logging into the PCI Portal You’ll ...

    • Batching and Funding

      Understanding Batch Activity and Deposits in Netevia HQ Netevia HQ provides detailed reporting on your account's batch activity and deposits. Depending on what you need to track, you can use My ACH for batch transaction details or My Deposits for ...

    • Authorizations Report

      Understanding the Authorizations Report in Netevia HQ The Authorizations Report in Netevia HQ provides a detailed overview of all transaction authorizations processed through your merchant account. This report allows you to track approvals, declines, ...

    • How to Set Up M-S Cash Drawer USB

      This article provides instructions for configuring M-S Cash Drawer USB. 1. Right-click on your system icon and select the option 'Run as Administrator' 2. On a login screen in the right bottom corner click the 'Configure' button 3. Switch to the ...