Using the Payments Portal
Information about using the Payments Portal
Yes. Using the Scheduled Email function, you can receive daily emails from the Payments Portal that include a .CSV file containing reports on your transacti...
Mon, 16 Apr, 2018 at 10:59 AM
Use the Scheduled Emails page to set up daily emails with reports on your transaction activity. You must complete all Required fields. Note: Multi-merchant...
Thu, 15 Nov, 2018 at 9:57 AM
To view scheduled email settings: From the top-right of the page, click your user name. From the drop-down menu, click Scheduled Emails.
Mon, 16 Apr, 2018 at 10:33 AM
Use the Scheduled Email page to change existing settings. You must complete all Required fields. Note: Multi-merchant users can use the Search tool to filt...
Thu, 15 Nov, 2018 at 9:59 AM
To delete scheduled email settings: From the top-right of the page, click your user name. From the drop-down menu, click Scheduled Emails. Select the Em...
Mon, 16 Apr, 2018 at 10:25 AM
Yes. Gift cards encourage your customers to shop in your store. Using the Payments Portal, you can: Activate a gift card Add value to a gift card Run a ...
Thu, 15 Nov, 2018 at 10:01 AM
To activate a gift card, you need to add value to it using the activate card function. To do this: On the toolbar, click Virtual Terminal. From the side ...
Mon, 16 Apr, 2018 at 10:20 AM
To add value to a gift card: On the toolbar, click Virtual Terminal. From the side menu, click Add Value. Enter the Card Information: Type the Card Num...
Mon, 16 Apr, 2018 at 10:13 AM
To run a sale using a gift card: On the toolbar, click Virtual Terminal. From the side menu, click Gift Card Sale. Enter the Card Information: Type the...
Mon, 16 Apr, 2018 at 10:05 AM
To check the balance on a gift card: On the toolbar, click Virtual Terminal. From the side menu, click Balance Inquiry. Enter the Card Information: Typ...
Thu, 21 Feb, 2019 at 8:24 AM
Yes. You can apply for a multi-merchant account if you have two or more merchant locations. For more information, contact our Customer Support Team. What c...
Thu, 7 Jun, 2018 at 9:52 AM
When you have a multi-merchant account, the Sales Overview displays a summary of the total sales, pre-authorizations, and refunds across all your stores. S...
Thu, 21 Feb, 2019 at 8:27 AM
Yes. You can add a refund or return policy to your receipts using the Receipt Refund/Return Policy function. Your refund or return policy can be up to 700 c...
Mon, 16 Apr, 2018 at 9:29 AM
To enter a refund or return policy: On the toolbar, click Account. From the drop-down menu, click Merchant Settings. In the text field, type your refund...
Thu, 21 Feb, 2019 at 8:30 AM
To edit a refund or return policy: On the toolbar, click Account. From the drop-down menu, click Merchant Settings. In the text field, edit your refund ...
Mon, 16 Apr, 2018 at 6:52 AM
To delete a refund or return policy, either: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: On the toolb...
Wed, 29 May, 2019 at 10:50 AM
Your processor charges a different rate for each transaction depending on the amount of information you provide. When your customer uses a commercial card, ...
Tue, 30 Oct, 2018 at 7:53 AM
To set up your account to run transactions for level two and level three processing rates, you must: Get agreement from your processor Call us to add: Y...
Tue, 30 Oct, 2018 at 7:51 AM
The following transaction types can qualify for level two or level three processing rates: Card sale Pre-authorization Forced sale Repeat sale If you...
Mon, 12 Nov, 2018 at 12:20 PM