Using the Payments Portal
Information about using 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
What is the Payments Portal? The Payments Portal is a transaction gateway and virtual terminal, which includes the following features: Credit and debit c...
Wed, 27 Feb, 2019 at 11:28 AM
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...
Wed, 27 Feb, 2019 at 11:21 AM
Important: The Payments Portal does not automatically save your progress. You should complete your current task before signing out. For security reasons, th...
Thu, 21 Feb, 2019 at 6:29 AM
You can contact our Customer Support Team using the Payments Portal. We respond by phone or email. To contact us: Step 1. From the top-right of the Payme...
Wed, 27 Feb, 2019 at 10:55 AM
To view your Sales Overview: Step 1. On the toolbar, click Overview. Step 2. Click Sales Overview. Step 3. To select a specific time range, use the Perio...
Wed, 27 Feb, 2019 at 11:53 AM
To view your Activity Overview: Step 1. On the toolbar, click Overview. Step 2. Click Activity Overview. Step 3. To select a specific time range, use the...
Wed, 27 Feb, 2019 at 11:52 AM
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
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
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...
Thu, 21 Feb, 2019 at 6:41 AM
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
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
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 ...
Wed, 27 Feb, 2019 at 11:25 AM
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 ...
Wed, 27 Feb, 2019 at 11:31 AM
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...
Wed, 27 Feb, 2019 at 11:57 AM
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...
Wed, 27 Feb, 2019 at 11:51 AM
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...
Wed, 27 Feb, 2019 at 11:36 AM
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
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
On the Payments Portal, you can view batches that you have previously uploaded or closed. To view your batches: On the toolbar, click Batches. Use the ...
Mon, 12 Nov, 2018 at 4:01 AM