Login
Go to https://essentials-live.adyen.com/essentials to login to Adyen Essentials. Use your e-mail address to login. If you have a username, please enter the usernamt and account MunuAccount to login. PS! Username and Account is case-sensitive.
Homepage
The Homepage is the starting point of your interaction with Adyen Essentials. It gives an overview of your account status and offers quick access to all the features. Here you can see a quick overview of daily, weekly and monthly sales.
Daily settlement (Sales to payouts)
This section details the daily settlement process. Here you can see your daily/weekly/monthly sales for any period of time. In the payouts tab, you can also see your payouts.
To see a detailed list over payment methods (Visa, Mastercard etc), click on one of the columns in the sales history. At the bottom you will then see Details. This can be expanded by pressing the arrow on the right side next to the Sales - Refunds amount.
Accounting reports
The new Adyen settlement report can be found in Munu Cloud Portal.
https://portal.munu.cloud/ For this portal, the report can be found under Rapporter - Eksportrapporter - Oppgjørsrapport.
https://backoffice.retailsolution.no/
For this portal, the report can be found under Rapporter (BETA) - Eksportrapporter - Oppgjørsrapport.
Here you can select the business period you want to get a report for. Click Export after you have selected the period you want to get a report for.
You can also set up an e-mail subscription for daily, weekly or monthly report. You will then get an e-mail with the report as soon as it’s available.
Page 1: Settlement Summary
Objective: The first page provides an overview of key financial information for the specified business and settlement periods.
Content:
- Business Period: Displays the total duration of business activity
- Settlement Period: Specifies the time frame of the settlement, which might differ from the business period.
- Summary:
- Payments: Total of all incoming payments within the settlement period, split on different card types.
- Refunds: Sum of all refunds processed, split on different card types.
- Costs: Breakdown of fees, service charges, and other expenses.
- Payouts: Final total of payouts, including net of payments, refunds, and costs.
Page 2: Summary of Settlement Types
Objective: This page provides an overview of each settlement type within the business period, helping identify the sources and categories of income and expenses.
Content:
- Settlement Types: Lists and summarizes each type (e.g., credit card, invoice, cash).
- Amounts by Type: Shows totals for each type, allowing for easy comparison across types.
- Count: Number of occurrences per settlement type.
- Tip: Amount of tip paid per settlement type and total.
- Total: Total payment for each settlement type and total.
Page 3: Detailed Payout Information
Objective: Detailed data on each payout transaction, giving clarity on sales, costs, and payout dates.
Content:
- Settlement Date: Date when each payout was processed.
- Business Period: Relevant business period tied to each payout.
- Cost Breakdown: Detailed cost totals, including transaction fees and other related charges.
- Sales Totals: Total sales associated with each payout.
Last page: Transactions Without Corresponding POS Orders
Objective: To identify any transactions missing a corresponding order in the POS system, allowing for investigation and resolution.
Content:
- Transaction List: Each entry includes the PSP reference, merchant reference, transaction date and amount.
Invoice
Under the Invoice section, you can find detailed information about your Adyen billing. Here you can see all your invoices in csv or pdf format.
Create Adyen Essential users
This part of the manual guides you on how to create new users for your Adyen Essentials account. It includes step-by-step instructions on setting user roles and permissions.
Here is a video from Adyen that shows how to create new users:
How to create new users in the Essentials dashboard
Go to Users in the menu on the left
It is important that you create a Email and password user and not SSO.
Select the account(s) the user should have access to.
Select the roles you want the user to have (you can only grant access to the roles you already have on your user)
See that everything is correct in the Summary and press Create new user to finish it.
View payments and create refunds
Here you can learn how to view your payment history and create refunds when necessary. This section also explains how to deal with disputes and chargebacks.
If you want to create a refund, search for the payment you want and select it. If refund is available, you can refund the payment partially or completely. This video describes how to create a refund in the Adyen Essentials portal:
How to refund a payment in Essentials | How to video
Add/Edit payout account
Finally, the Add/Edit payout account section provides instructions on how to add a new payout account or edit an existing one. It includes information on payout schedules and how to manage multiple payout accounts.
Two-factor authentication
Starting from 26.03.2024, Adyen will enforce Two-factor authentication on the Adyen platform. This means that you will have to set up two-factor authentication to be able to login to Adyen.
To set this up, you need to add SMS-authentication or an authenticator app (For example Google Authenticator og Microsoft Authenticator).
If you don’t have an authenticator app, you can select “Switch to SMS authentication” on the bottom of the Multifactor page.
Then you can add your phone number for verification. You will get a 6-digit code on SMS that you use when you login to the Adyen portal.
If you want to use an authenticator app, you scan the QR-code that shows when you try to login on the Multifactor page. After the account is added to the app, you get a 6-digit code on the app that you then use to login.
