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Transition to the new Customer Area menu

Learn what changes to expect and how to navigate the updated Customer Area menu.

Starting in Q2 2026, we are updating the Customer Area menu to make it easier to find what you need. Menu items will be moved and renamed to better align with your workflows. This page explains what is changing and when these changes will take place.

What has changed

Renamed and moved pages

Some pages have been renamed or moved to different sections in the menu, for example:

  • Transactions is now Payments.
  • Finance pages are now in Balances, Reconciliation, or Reports.
  • Insights is now Analytics.

For a full list of changes, see Where did a page move to?

The diagrams below compare the old menu with the new menu.

Old menu

Old menu

New menu

New menu

Search for a page

You can search for pages using both their new and old names. To search for a page:

  1. Select the search icon at the top of the menu.
  2. Start typing to see matching pages.
  3. Select a page from the results to open it.

Expand or collapse menu sections

You can view or hide multiple sections at the same time:

  1. Select a section to expand it.
  2. Repeat this for any other sections you want to view. Sections stay open as you navigate.
  3. Select the Hide all pages icon to collapse all sections.

Timeline

We are rolling out the new Customer Area menu in phases:

Phase Availability What to expect
Early access (starts mid-May) Selected accounts The new menu is the default for selected accounts to gather initial feedback. If you have access during this phase, you can:
  • Switch back to the old menu using the Switch to old menu button.
  • Share feedback about the new menu using the Give feedback button.
Public preview (starts 1 July) All users The new menu is available for all users to try. The old menu remains the default. During this phase, all users can:
  • Switch to the new menu using the Try new menu button.
  • Switch back to the old menu using the Switch to old menu button.
  • Share feedback about the new menu using the Give feedback button.
Official launch (starts 15 July) All users The new menu becomes the default menu for all users of the Customer Area. During this phase, you can:
  • Continue using the new menu by default.
  • Switch back to the old menu if needed.
Full transition (starts 15 August) All users The new menu is fully rolled out.
  • The old menu is no longer available.
  • All users use the new menu.

Where did a page move to?

Use the tables below to see where pages from the old menu have moved to in the new Customer Area menu.

Customer Area page URLs will change, but old URLs are automatically redirected to the new ones.

Payments

Pages moved from Transactions, Pay by Link, Finance, and Settings:

Old section Old page name New section New page name
Transactions Payments Payments Payment list
Transactions Offers Payments No change
Pay by Link Payment links Payments No change
Pay by Link Themes Payments Payment link themes
Pay by Link Settings Payments Payment link settings
Virtual terminal Create transaction Payments Virtual terminal
Finance Batch modifications Payments No change
Settings Payment methods Payments No change
Settings Checkout settings Payments No change

Balances

Pages moved from Transactions, Accounts & balances, and Finance:

Old section Old page name New section New page name
Transactions Transfers Balances No change
Accounts & balances Balance accounts Balances No change
Finance MPL Balances No change
Finance Invoices Balances No change
Finance Sales to payouts Balances No change
Finance Payout accounts Balances No change
Finance Payout model Balances Payout schedule
Finance Balances overview Balances No change
Finance Company balances overview Balances No change

Account holders

Pages moved from Accounts & balances:

Old section Old page name New section New page name
Accounts & balances Account holders Account holders Account holder list
Accounts & balances Score Account holders Account holder risk

Uplift and Risk & disputes

Pages moved from Revenue & risk:

Old section Old page name New section New page name
Revenue & risk Uplift overview Uplift No change
Revenue & risk Recommendations Uplift No change
Revenue & risk Experiments Uplift No change
Revenue & risk Settings Uplift Uplift settings
N/A Performance Uplift Uplift overview
Revenue & risk Disputes Risk & disputes No change
Revenue & risk Case management Risk & disputes No change
Revenue & risk Dynamic 3D Secure Risk & disputes Removed from menu
Revenue & risk Risk profiles Risk & disputes No change
Revenue & risk Risk fields Risk & disputes No change
Revenue & risk Risk lists Risk & disputes No change
N/A Risk settings Risk & disputes New page

Partners

In Partners, the Overview page has been renamed to Partner overview.

Reconciliation and Reports

Pages moved from Finance:

Old section Old page name New section New page name
Finance Accounts receivable Reconciliation No change
Finance Liable account summary Reconciliation No change
Reports Reports No change Reports overview
Finance UK PSR report Reports No change

Analytics

Pages moved from Insights:

Old section Old page name New section New page name
Insights Payment lifecycle Analytics Payment analytics
Insights Risk & dispute management Analytics Risk & dispute analytics
Insights Checkout Analytics Checkout analytics
Insights KYC verification insights Analytics KYC verification analytics

Devices and In-person payments

Pages moved between Devices and In-person payments:

Old section Old page name New section New page name
In-person payments Payment devices Devices Device list
In-person payments Stores Devices No change
In-person payments Tap to Pay & card readers Devices No change
In-person payments Orders and returns Devices No change
In-person payments Terminal software Devices No change
In-person payments Android Devices Terminal apps
In-person payments Themes Devices Terminal themes
In-person payments Terminal settings Devices No change

Developers and Settings

Pages updated within Account, Developers and Settings, or moved to Settings:

Old section Old page name New section New page name
Account Merchant accounts Settings No change
Account Users Settings No change
Account Partner users Settings No change
Account Role groups Settings User role groups
Account Close account Settings Close merchant accounts
Developers Dashboard No change Developer overview
Developers Event logs No change Webhook event logs
Developers Hosted onboarding No change Onboarding themes
Developers OAuth apps Settings No change
Developers OAuth authorizations Settings No change
Settings Account groups No change Merchant account groups