Merchants can use the Allowlist to bypass Bolt’s fraud protection services for certain trusted customers. This is commonly used for shoppers who routinely place large backoffice orders.
Merchants can view analytics by navigating to the Analytics tab. Analytics include data trends across transactions, payments, risk analysis outcomes, and funding. Information displayed is updated hourly. Read How to view Analytics for more information.
A domain is your website’s root URL. It is the address where Internet users can access your website. The Auto-Approved List setting in the Bolt Merchant Dashboard allows you to specify the domains, or web addresses, where you will be using Bolt Checkout. For your security, Bolt Checkout only functions on approved domains, so it is important to add all domains where Bolt Checkout appears.
Merchants can manually capture an authorized transaction in the Bolt Merchant Dashboard. Capturing a transaction confirms that the order is ready for fulfillment, and adds the transaction to the next day’s settlement and payout.
Merchants can confirm Bolt’s fraud decision while an order is in the Recently Rejected status. This action is called a confirming a rejection.
Use Bank Transfer statements to report out the settled net volume funded to your bank account during each respective funding cycle. Bank Transfer statements become available each business day. See the Payout Schedule for more information on how settlements are processed.
Funding Detail statements become available every business day and also at the end of each month.
Export individual transaction details line-by-line in a CSV(Comma Separated Value) file. The events reported include processor events, fraud decision events, and order status updates.
Merchants can export transaction data for various reporting purposes from the Bolt Merchant Dashboard.
Merchants can override Bolt’s fraud decision while an order is in the Recently Rejected status. This action is called a force-approval. Bolt does not indemnify any fraudulent chargebacks incurred on force-approved orders.
If the Rejection Override Window ends without a forced approval, the authorization is voided without capture. The order’s status then changes from Recently Rejected to Permanently Rejected.
Bolt strongly recommends that you utilize your eCommerce platform’s order management system to issue refunds. This action triggers Bolt to issue a refund to the shopper. Bolt retains both the processing fee and Bolt fee on refunded transactions.
Merchants can log into the Bolt Merchant Dashboard with their username and password. Only administrators can create and edit users. Read about user management.
Reset Password Reset your Bolt Merchant Dashboard user password.
Merchants can configure their internal devices to disable account-based checkout. This improves backoffice order workflows and ensures a higher rate of order indemnification. For more information, see our best practices article on backoffice & phone orders.
Add Shoppers to Your Allowlist How to add or remove customers from your Allowlist for bypassing fraud protection services. Confirm Order Rejection How to confirm the rejection of orders in the Bolt Merchant Dashboard. Force-Approve Orders How to force-approve orders in the Bolt Merchant Dashboard. Issue Refunds How to issue refunds in the Bolt Merchant Dashboard.
Admins and Developers can manage users of their Merchant Account from the Bolt Merchant Dashboard.
As a merchant, you can add office IP addresses to your account in the Merchant Dashboard. Adding your office IP addresses enables you to automatically bypass the Bolt processing fee for orders placed from your storefront internally. These orders are not indemnified for fraud.
The Virtual Terminal is a transaction portal that allows merchants to charge a credit card on behalf of a customer. Common reasons for using the virtual terminal include: to place a phone or in-person order, or to add a charge for an altered order (such as adding expedited shipping).
Bolt allows merchants to recharge existing customer using the payment information on file. Merchants may recharge a card for many reasons, for example, additional charges or recharging a voided transaction. Because recharges require an existing transaction, recharges cannot be processed on a different card.
If you forget your password for the Bolt Merchant Dashboard it can be easily recovered.
Merchants can submit an order for re-review for recently rejected transactions that meet certain conditions. Bolt recommends reading the fraud review process before submitting an order for re-review.
If you use Bolt on multiple websites, you may have access to multiple merchant dashboards. By default, when you log into Bolt you will see the Bolt Merchant Dashboard of the first website to which you were given access.
Upgraded Monitoring provides the logging and analytics needed to give Bolt greater insight into its interaction with a merchant’s site. With this improvement to the plugins, Bolt can more proactively detect issues, even when Bolt does not cause them. Once discovered, Bolt may attempt to fix the problems or proactively notify the merchant.
Merchants can view analytics by navigating to the Analytics tab. Analytics include data trends across transactions, payments, risk analysis outcomes, and funding. Information displayed is updated hourly.
Funding Analytics displays a visualization of funds deposited to your merchant bank account as a bar graph over time, allowing you to discover trend and gauge a long-term median.
The Geography Dashboard provides a map of transactions across the United States.
Merchants can review Bolt’s fraud decisioning to gain insight into why a transaction has been flagged as a risk. For a full breakdown, see the Fraud Scoring section of our Fraud Review Policy.
Payment Analytics displays a breakdown of revenue by method of payment (e.g., card network).
Risk Analytics displays key metrics like approval rates and rejection rates across dimension such as device type (e.g., mobile).
Merchants can view subscriptions by navigating to the Subscriptions tab. This tab only displays when subscriptions are set up.Read more about the Subscriptions feature.
Transaction Analytics displays order details, grouped by merchant division, for the last 60 days. Transaction Analytics Metric Type Description Transactions Table Total transaction value for defined scope of orders, organized by division. Revenue Table Total revenue amount for defined scope of orders, organized by division. Average Order Value Table Total average order value for defined scope of orders, organized by division.
The List View displays all transactions in a given timeframe, as well as their key details.
Merchants can view transactions from the Bolt Merchant Dashboard. By selecting a transaction, you get access to transaction details and actions such as force-approvals, recharges, refunds, re-reviews.
Merchants can manually void an authorized transaction in the Bolt Merchant Dashboard. Voiding an authorization cancels the shopper’s order prior to the capture of funds. Bolt does not collect fees on voided orders.