Using the Payments Portal

Using the Payments Portal

Information about using the Payments Portal

How do I close my batch?
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
How do I add a new user account?
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
How do I deactivate a user account?
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 de...
Tue, 17 Apr, 2018 at 9:27 AM
How do I activate a user account?
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 deta...
Tue, 17 Apr, 2018 at 9:10 AM
How do I reset a user's password?
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
How do I unlock a user account?
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
How do I edit a user account?
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
How do I delete a user account?
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
Can I set up regular payments for customers?
Yes. Use the Recurring Billing page to set up regular payments from your customers. The Payments Portal saves the customers' personal information and c...
Mon, 16 Apr, 2018 at 12:27 PM
How do I add a customer for recurring billing?
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
How do I add a payment card to a customer's profile?
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
How do I create a recurring billing contract?
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
How do I run a manual card sale using a saved payment card?
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
How do I search for a recurring billing customer?
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
How do I edit a customer's profile?
You can edit the following information on a customer's profile at any time: Customer Information Contact Information Billing Address Customer Stat...
Mon, 16 Apr, 2018 at 11:35 AM
How do I edit a customer's stored payment card?
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 th...
Mon, 25 Mar, 2019 at 7:13 AM
How do I edit a stored contract?
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
How do I delete a customer's profile?
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
Can I view recurring billing reports?
Yes. You can view the following reports using the Recurring Billing page: Tomorrow's schedule Suspended contracts Expired cards The customer'...
Mon, 16 Apr, 2018 at 11:12 AM
Can I upload a batch?
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