Accounts & Metrics

Merchants have sub-accounts for different purposes and can view performance metrics. This guide explains how to view and understand merchant accounts and metrics.

Understanding Accounts

Merchants may have multiple accounts for different purposes:

Viewing Accounts

1. Navigate to the merchant detail view
2. Click the Accounts tab
3. View all accounts associated with the merchant

Account Information

Each account displays:

Settlement Accounts

Settlement accounts receive funds when payments are processed:

• Each merchant typically has one or more settlement accounts
• Different accounts may be used for different currencies or networks
• Funds are automatically settled to these accounts

Viewing Settlement Details

Click on a settlement account to see:

• Account configuration
• Recent settlements
• Associated transactions

Sub-Accounts

Sub-accounts allow merchants to segregate funds:

• Used for specific customers or use cases
• May have separate balances and reporting
• Linked to the main merchant account

Viewing Sub-Account Details

Click on a sub-account to see:

• Account reference and metadata
• Balance information
• Transaction history

Merchant Metrics

The Metrics section provides performance statistics:

Available Metrics

Time Periods

View metrics for different time periods:

• Today
• Last 7 days
• Last 30 days
• Custom range

Metrics by Payment Method

See how payments break down by method:

• Crypto payments
• Card payments
• Other methods

Volume Charts

Visual charts show:

• Daily payment volume trends
• Peak transaction periods
• Comparison to previous periods

Viewing Balances

To see current balances for a merchant's accounts:

1. Note the account addresses from the Accounts tab
2. Go to Balances in the Treasury section
3. Filter by the account addresses or Organization ID

Common Tasks

Finding All Merchant Accounts

1. Open the merchant detail view
2. Go to the Accounts tab
3. All associated accounts are listed

Checking Settlement Configuration

1. Open the merchant's Accounts tab
2. Review the settlement accounts
3. Verify addresses and networks are correct

Reviewing Merchant Performance

1. Open the merchant detail view
2. Go to the Metrics tab
3. Review volume, count, and success rates
4. Identify any concerning trends

Permissions

Best Practices

Regular Reviews

• Monitor merchant metrics regularly
• Look for unusual patterns in volume or success rates
• Investigate significant changes

Account Verification

• Periodically verify settlement addresses are correct
• Ensure the merchant has appropriate accounts for their currencies
• Check that accounts are active

Performance Issues

If metrics show concerning trends:

1. Check payment success rates
2. Look for common failure reasons
3. Review recent changes to the merchant configuration
4. Contact the merchant if external issues are suspected

Related Topics

• Merchant Profile — Merchant information
• Fee Configuration — Fee settings
• Balances — Account balances
• Settlements — Settlement transactions