Using the Payments Portal
Information about using the Payments Portal
On the toolbar, click Virtual Terminal. From the side menu, click Close Current Batch. Click Close Current Batch. The Payments Portal confirms that you h...
Tue, 17 Apr, 2018 at 11:45 AM
To add a new user account: Step 1. On the toolbar, click Account. Step 2. From the drop-down menu, click User Management. Step 3. On the side menu, click...
Wed, 27 Feb, 2019 at 11:08 AM
To deactivate a user account: On the toolbar, click Account. From the drop-down menu, click User Management. Click the user's record to open the det...
Tue, 17 Apr, 2018 at 9:27 AM
To activate a user account: On the toolbar, click Account. From the drop-down menu, click User Management. Click the user's record to open the detai...
Tue, 17 Apr, 2018 at 9:10 AM
If a user forgets their password, you can send them a password-reset email: On the toolbar, click Account. From the drop-down menu, click User Management...
Wed, 31 Oct, 2018 at 5:28 AM
The Payments Portal locks an account when a user does not enter their password correctly six times in a row. Note: The Payments Portal resets the number of...
Tue, 17 Apr, 2018 at 9:08 AM
You can edit the following user account information at any time: First name Last name Email address Time zone Account status User type To edit a us...
Wed, 31 Oct, 2018 at 6:37 AM
Important: • You cannot recover a user account after you have deleted it. • You must deactivate a user account before deleting it. When you delete an active...
Tue, 17 Apr, 2018 at 8:47 AM
Yes. Use the Recurring Billing page to set up regular payments from your customers. The Payments Portal saves the customers' personal information and ca...
Mon, 16 Apr, 2018 at 12:27 PM
Before you can set up recurring billing for a customer, you must create a profile to store their payment information and recurring billing contract. Import...
Thu, 15 Nov, 2018 at 9:25 AM
Important: • You must add a customer for recurring billing before you can add a payment card to their customer profile. • The Payments Portal does not save...
Thu, 17 Jan, 2019 at 5:49 AM
Important: You must add a customer for recurring billing and add a payment card to their profile before you can create a recurring billing contract. Use th...
Mon, 16 Apr, 2018 at 11:53 AM
You can run a manual sale using the saved payment card associated with a customer profile. Notes: • The Payments Portal does not save the payment card'...
Wed, 27 Feb, 2019 at 11:44 AM
You can search for a customer using the Customer Status drop-down menu or using the Search tool on the Recurring Billing page. Searching for a customer usi...
Mon, 7 Jan, 2019 at 10:31 AM
You can edit the following information on a customer's profile at any time: Customer Information Contact Information Billing Address Customer Statu...
Mon, 16 Apr, 2018 at 11:35 AM
You can edit, delete, or add a new payment card to a customer's profile at any time. Editing a stored payment card's information You can edit the ...
Mon, 25 Mar, 2019 at 7:13 AM
You can edit or delete a stored contract at any time. Editing a recurring billing contract To edit a recurring billing contract: On the toolbar, click R...
Wed, 31 Oct, 2018 at 10:37 AM
Important: You cannot recover a customer's profile after you delete it. To delete a customer's profile: On the toolbar, click Recurring Billing. ...
Mon, 16 Apr, 2018 at 11:20 AM
Yes. You can view the following reports using the Recurring Billing page: Tomorrow's schedule Suspended contracts Expired cards The customer's ...
Mon, 16 Apr, 2018 at 11:12 AM
Yes. You can upload a batch if you are unable to process transactions using the Virtual Terminal, or a Point of Sale (POS). This may be due to the volume of...
Wed, 31 Oct, 2018 at 11:00 AM