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The Moment Client Portal is your go-to place for everything related to 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 from last seven days, last 30 days, or set 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 your business’s enabled features. Payment Methods