Using the Payments Portal

Using the Payments Portal

What is the Payments Portal?
The Payments Portal is an online tool that you can use to enter and manage transactions on your computer. It includes the following features: Credit and d...
Tue, 10 Apr, 2018 at 5:47 AM
What user types can I assign to my employees in the Payments Portal?
The Payments Portal has four different user types that you can assign to your employees’ accounts: Administrative user: Performs all functions including c...
Tue, 10 Apr, 2018 at 6:37 AM
How do I get started with the Payments Portal?
What is the Payments Portal? The Payments Portal is a transaction gateway and virtual terminal, which includes the following features: Credit and debit c...
Thu, 6 Dec, 2018 at 5:12 AM
How do I change my password for the Payments Portal?
Important: Your password must have between 8 and 20 characters, including at least one number, a mixture of uppercase and lowercase letters, and it must not...
Mon, 7 Jan, 2019 at 8:27 AM
How do I sign out of the Payments Portal?
Important: The Payments Portal does not automatically save your progress. You should complete your current task before signing out. For security reasons, th...
Mon, 7 Jan, 2019 at 8:28 AM
Can I use the Payments Portal to contact the Customer Support Team?
You can contact our Customer Support Team using the Payments Portal. We respond by phone or email.  To contact us: From the top-right of the Payments Por...
Mon, 7 Jan, 2019 at 8:30 AM
How do I view my Sales Overview?
To view your Sales Overview: On the toolbar, click Overview. Click Sales Overview. To select a specific time range, use the Period drop-down. Sales Ov...
Mon, 7 Jan, 2019 at 8:29 AM
How do I view my Activity Overview?
To view your Activity Overview: On the toolbar, click Overview. Click Activity Overview. To select a specific time range, use the Period drop-down menu....
Mon, 7 Jan, 2019 at 8:30 AM
How do I download a summary of my sales and activity?
To download a summary of your sales and activity in .CSV format: On the toolbar, click Overview. To select a time range, use the Period drop-down menu. ...
Tue, 30 Oct, 2018 at 5:55 AM
How do I search for a transaction?
You can use the Find tool on the History page to narrow your search results using multiple search options. Note: If you do not have the customer’s full car...
Wed, 11 Apr, 2018 at 10:29 AM
What can I do with my search results?
When you are viewing the search results you can: Group or ungroup your results – group any related transactions, for example, a pre‑authorization with its...
Mon, 7 Jan, 2019 at 8:44 AM
What do I need to consider if I use the Payments Portal and I am a MOTO merchant?
When you sell goods or services using mail order or telephone order (MOTO), you must run a pre‑authorization and finalize the sale only when you ship the go...
Tue, 30 Oct, 2018 at 7:22 AM
How do I run a card sale?
You can use the Virtual Terminal to run a credit or debit card sale. To run a card sale: On the toolbar, click Virtual Terminal. Enter the Card Informat...
Tue, 30 Oct, 2018 at 8:53 AM
How do I email a receipt?
You can email a sales receipt directly after running a card sale from the sale‑approval screen. You can also email receipts for past transactions using the ...
Mon, 7 Jan, 2019 at 8:46 AM
How do I print a receipt?
You can print a sales receipt directly after running a card sale from the sale-approval screen. You can also print receipts for past transactions using the ...
Mon, 7 Jan, 2019 at 8:47 AM
How do I void a transaction?
A void cancels an unsettled transaction. You can void only transactions that are part of an open batch. When you close the current batch, any voided transac...
Mon, 7 Jan, 2019 at 8:48 AM
How do I run a pre-authorization?
A pre-authorization temporarily holds funds in the customer’s account, which you later capture when you finalize the sale. You can use a pre-authorization t...
Mon, 7 Jan, 2019 at 8:49 AM
How do I refund a sale?
A refund returns all or part of the transaction value to the customer. You can refund a sale only when the transaction is part of a closed batch. When you r...
Mon, 7 Jan, 2019 at 8:50 AM
How do I run a forced sale?
If a card transaction requires a referral, you can complete the transaction using a forced sale. You run a forced sale from the Virtual Terminal, or from th...
Tue, 30 Oct, 2018 at 12:42 PM
What is batching?
Processing transactions individually is expensive and complicated, and therefore grouping transactions together is cost-effective. The Payments Portal autom...
Thu, 15 Nov, 2018 at 9:22 AM