Finish setup — get your merchants' reports flowing
Each statement is built from two emailed reports per merchant: the Dejavoo batch settlement (.xlsx) and the daily deposit report (.csv). Set this up once and it runs automatically every morning.
Add your stores
In the Stores panel, add each merchant: the DBA as it reads on the settlement email, their terminal ID(s) (comma-separated if several), and the name from the deposit email (only if it differs from the DBA), plus pricing. Those are what route each report to the right merchant.
Forward the two reports to this address
Do this in the inbox that receives your Dejavoo settlement and deposit emails. Add the address once, then create two rules that forward to it — one per report. Both report types go to the same address:
a. Add & verify the address (one-time)
- In Gmail, click the gear ⚙ (top-right) → "See all settings."
- Open the "Forwarding and POP/IMAP" tab → "Add a forwarding address."
- Paste the address above → Next → Proceed → OK.
- Wait about a minute — we confirm it for you automatically. If Gmail still shows a confirmation-code box, check your inbox for a code we email you, paste it in, and click Verify.
b. Forward the Dejavoo settlement emails
- In the Gmail search bar, click the filter icon (sliders, "Show search options").
- From: your Dejavoo sender (e.g.
no-reply@dejavoosystems.com). Tick "Has attachment." Leave the subject blank. - Click "Create filter" → tick "Forward it to" and choose the address above → "Create filter."
c. Forward the deposit emails
- Open the search options again.
- From: your deposit sender (e.g.
no-reply@merchantportal.us). Tick "Has attachment." - Click "Create filter" → tick "Forward it to" → the address above → "Create filter."
Not on Gmail? Any provider works — the two pieces are the same: verify the forward-to address once, then two rules that forward the settlement and deposit emails to it.
Test it
Forward one recent Dejavoo report and its deposit report. Within about a minute the merchant's statement appears here, then flips to Actual deposit and reconciles.
Once reports start arriving, this guide steps aside. You can reopen it anytime from Setup guide in the top bar.
Processors
Create a payment processor, brand their dashboard, add their stores, and invite their admin. Each processor sees only their own stores.
New processor
Manage a processor
Team access
Add a teammate and pick which stores they can see. You get a password to hand them; they can reset it anytime. Edit or remove people below.
Pricing
Set the rate each store is charged. A change applies to settlements on and after the effective date; past statements keep the rate they funded at.