[
{
"title":"Testing",
"link":"https://docs.solidgate.com/payments/testing/",
"text":"Simulate payments to test your integration before launching in production.",
"imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-customizable.svg"
}
,
{
"title":"Create your payment form",
"link":"https://docs.solidgate.com/payments/integrate/payment-form/create-your-payment-form/",
"text":"Understand how to integrate the payment form into your product.",
"imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-payments.svg"
}
,
{
"title":"Billing",
"link":"https://docs.solidgate.com/billing/",
"text":"Smart billing solutions designed for diverse business models.",
"imgSrc":"https://solidgate.com/wp-content/uploads/2022/06/icon-global.svg"
}
]
Uncover Solidgate HUB designed to manage payment operations with ease
Solidgate
HUB
is built to enhance and support businesses with a unified toolset for running their day-to-day processes and growing revenue.
It empowers merchants to focus on different aspects of their operations, such as payments, products, finances, fraud strategy implementation, thorough analytics, and much more.
Navigate HUB
The HUB is divided into key sections, each focused on a specific aspect of business operations.
Upon signing in, merchants gain immediate insights into their business health and performance through a centralized dashboard.
Solidgate HUB includes sections like Payments, Billing, Fraud prevention, and more to provide an efficient way for managing core business processes.
Section name
Description
Actions
Home
Features a dashboard with a concise overview of the payment activity for the past week highlighting the dynamics and evolving tendencies. This allows merchants to quickly assess business performance, tracking and analyzing sales volume, approval rate, and dispute statistics. The dashboard also offers a detailed breakdown of payment volumes across supported methods and currencies.
View approval volume
Check fraud rate
Monitor approval rate
Track card disputes and PayPal chargebacks
View the share of payment methods
Payments
Encompasses all aspects related to transactions, covering everything from order management to monitoring disputes, and analyzing transaction data.
View orders
Check payment analytics
Track disputes
View fraud notifications
Check risk analytics
Billing
Serves for managing products, recurring billing services, and coupons.
Create, edit, and archive products
Create, delete, or archive coupons
Manage subscriptions by pausing, activating, cancelling, and more
View subscription analytics
Configure billing settings
Fraud prevention
Offers tools to manage and prevent fraudulent activities.
Manage lists of rejected or allowed transactions
View and manage velocity rules
Check fraud alerts
Finances
Provides financial data for analysis and informed decisions.
View and download financial reports, including settlements and monthly reports
Developers
Provides essential tools and information for merchants to manage their integration with Solidgate. It offers resources to configure, monitor, and troubleshoot using API logs.
Manage channels
Add webhook endpoints within channels
Configure Apple Pay domains
View API logs
Reports & Exports
Allows merchants to generate reports and export data from their accounts based on the type of information they require for analysis or record-keeping, like product or subscription data, invoices, and more.
Create and download reports or export files
Generate reports for several channels
Taxes
Serves for configuring taxable regions and default tax category to ensure accurate and compliant tax calculation.
Add and manage tax locations
Define tax application type
Assign legal entities to each location
Edit or end existing tax locations and legal entities
Configure default tax category for products
Account settings
Contains tools for managing accounts, roles, and permissions. It also provides features for completing compliance questionnaires, adding legal entities, and signing documents.
Manage users by inviting, assigning roles, blocking, or unblocking
View and sign documents
Complete compliance questionnaires
View audit log
Profile
Provides access to personal and account information for the Solidgate HUB users.
Update password
Enable two-factor authentication
Check the account role
Track login history
Your teams can follow step-by-step guidance for a wide range of actions related to managing business processes in the Solidgate HUB.
The Solidgate documentation sections include instructions based on feature availability in the Solidgate HUB or via API, which are organized in the corresponding tabs:
Via API for completing actions using the Solidgate API
Via HUB for completing actions through the Solidgate HUB
For example, the
Guide
Explore how to establish subscription products, handle customer data, process payments, and use the smart retry feature.
Product and price
page shares steps for creating products and adding prices via API and via HUB.
Alongside its sections for different payment-related business processes, the Solidgate HUB also provides analytics, allowing merchants to gain deeper insights into their business performance.
Analytics
Solidgate
HUB
analytics is designed to offer comprehensive insights into different areas of payment processing, risk management, and subscription services. It enhances awareness, supports informed decisions, and provides numerous opportunities for business optimization:
Risk management
By analyzing dispute rates, refund rates, and fraud rates, businesses can adjust their risk management strategies to minimize losses.
Customer experience
Understanding decline reasons and cancellation patterns can help improve the customer journey and reduce friction in the payment process.
Financial planning
Gross volume trends and approval rates provide valuable data for financial forecasting and planning.
Product development
Insights from subscription analytics can inform product development and pricing strategies.
Operational efficiency
Identifying common issues in payment processing can lead to improvements in operational efficiency and cost reduction.
The analytics focuses on four main aspects located in the corresponding HUB sections:
Payments
Payment analytics
Card risk analytics
APM risk analytics
Billing
Billing dashboard
Each category of analytics offers unique insights into a particular aspect of payment processing. To get a detailed or focused view for analysis based on specific business needs and areas of interest, you can:
Customize graphs with date ranges, currency, and other filters for more precise analysis
Hover over graphs to view detailed information for specific periods
Payment analytics gives you a comprehensive view of payment performance and helps you monitor the health of your payment operations.
At the top of the page, there are three cards displaying key summary metrics:
Orders count – the total number of payment attempts during the selected period.
Success orders count – the number of successfully completed and settled orders.
Gross volume – the total successful transaction volume from
Guide
Settlement intervals based on payment type and card scheme limits ensure that settlements can be made without a separate request.
settled
orders.
When you use the Descriptor filter, Gross volume data may differ because descriptors apply only to card-related orders. For instance, when filtering by all descriptors, data may not match the unfiltered dashboard view since alternative payment method (APM) transactions are excluded from descriptor-based results.
After the summary cards, there are two key charts that help you monitor approval trends and track payment declines and their reasons.
Approval rate and Approval volume This chart shows how approval rate and approval volume correlate over time. You can identify how changes in approval rates may affect overall transaction volume, or vice versa. Approval volume focuses on orders approved at the authorization step, using the authorization date but Gross volume tracks total settled transactions by settlement date.
Decline structure The decline structure chart shows a detailed breakdown of failed transactions, including decline reasons, codes, percentages of total charges and declines, and count per decline type. This information is essential for identifying common transaction failure points and areas for payment process optimization.
This analytics focuses on the risks associated with card payments, a critical aspect of risk management for businesses accepting card transactions.
Guide
Prevent risk by keeping chargeback and fraud ratio below monitoring thresholds.
VAMP
rate graph gives merchants a clear view of their risk metrics under Visa’s new monitoring framework. This visibility helps businesses track their compliance status, identify potential issues, and take proactive measures to stay within acceptable thresholds.
Fraud rate graph compares fraud rates between Visa and Mastercard. It is important to note that these statistics are calculated monthly and only include data from payment schemes with fraud alerts and banks that export full fraud data. This information supports understanding and mitigating fraud risks.
Dispute rate graph compares dispute rates across different card networks over time. It helps identify trends or issues specific to certain card networks, allowing businesses to take targeted action if needed.
Refund rate graph displays refund trends over time and can be indicative of customer satisfaction, product quality, or potential fraudulent activities. Sudden spikes or consistent increases in refund rates may signal issues that require attention.
As alternative payment methods gain popularity, understanding their associated risks is required for businesses expanding their payment options.
Dispute rate graph focuses on external chargeback dispute rates over time for APMs. It helps businesses track and analyze dispute trends specific to alternative payment methods, which may differ from traditional card payment disputes.
Refund rate graph, similar to the card section, displays refund rate trends specifically for APM transactions. It allows businesses to compare refund behaviors between APMs, potentially uncovering insights into customer preferences or issues specific to certain payment methods.
Billing dashboard in the Billing section provides valuable insights into subscriber behavior, revenue performance, and business growth. It:
Supports critical metrics monitoring like active subscriptions, active trials, MRR, and detailed visual analysis through comprehensive charts.
Empowers businesses to monitor subscriber activity, assess revenue stability, and track key performance metrics over time.
Helps identify trends in subscriber growth and churn, optimize monthly recurring revenue, and segment performance by product, channel, or billing period.
For a full overview, see the
Guide
Turn data into actionable insights and revenue growth.
Billing dashboard
page.
HUB analytics delivers insights that empower merchants to improve payment processes, enhance risk management, and refine subscription services.
With key payment data at their fingertips, businesses can identify trends and mitigate risks. This helps promote growth and improve customer experience.