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Documentation Index

Fetch the complete documentation index at: https://docs.momentco.io/llms.txt

Use this file to discover all available pages before exploring further.

The Moment Client Portal is your go-to for completed transactions, customers, and key business insights. Let’s walk through the features you’ll find on your homepage and how to use them to manage your business efficiently.

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Homepage Overview and Navigation

Homepage
Account switching: Switch between your company’s business units using the button at the top right corner (if available) Business Unit Change
Payment Insights: View the main graph showing TPV from all completed transactions. Apply filters or change the displayed time frame—choose the last 7 days, the last 30 days, or a custom period. Payment Volume Check out detailed breakdowns underneath the main graph. See transactions by payment method (in-person, bank transfer, card, wallet, and more), categories, and transaction types. Options will vary depending on the features enabled for your business. Payment Methods