Merchant Transaction Portal

Description

Merchant Transaction Portal lets administrators securely view balance transactions inside the WordPress admin. It uses the Stripe API via HTTPS with a restricted read-only key and caches summaries with transients to reduce API calls.

The plugin provides a clear overview of account balances, upcoming payouts, and a searchable transaction history with CSV export capabilities.

External services

This plugin relies on the Stripe API (provided by Stripe, Inc.) to function. It connects to external Stripe servers to retrieve and display your financial data.

  • What it is used for: The service is used to fetch account balances, payout schedules, and transaction history (charges, refunds, and fees) for display within the WordPress dashboard.
  • What data is sent: The plugin sends the Restricted API Key (provided by the user) via an Authorization header to authenticate requests. When viewing reports, it sends date parameters to filter transactions. No customer-identifying data from your WordPress database is sent to Stripe.
  • When data is sent: Data is sent whenever an administrator visits the “Transactions” page, clicks “Test Connection” in settings, or triggers a “Download CSV” request.
  • Service Links:

Privacy

All communication with the Stripe API is performed over a secure HTTPS connection. The plugin does not store your transaction data in the WordPress database; it uses temporary transients (cache) for performance. No API keys or financial data are shared with the plugin developer or any other third parties.

Installation

  1. Upload the plugin folder to /wp-content/plugins/.
  2. Activate the plugin through the ‘Plugins’ screen in WordPress.
  3. Go to Transactions Settings and paste your Restricted API Key.
  4. Ensure your Restricted Key has “Read” access for: Balance, Charges, Customers, and Payouts.
  5. Use Transactions Monthly Transaction Records to view and export data.

Reviews

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Contributors & Developers

“Merchant Transaction Portal” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

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* Added CSV Export button
* Added external service description to README file

1.0.8

  • Added Upcoming payouts
  • Adjusted time to match local WordPress settings
  • Improved UI for month selection and reporting.

1.0.9

  • Added totals for Gross, Fee, and Net columns in the reporting table.

1.0.6

  • Renamed plugin and slug/text domain to merchant-transaction-portal.
  • Admin menu label set to Transactions.
  • Keeps “Stripe Account Balance” heading on the main page as requested.