Using the Payments Portal

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 transactions are not transferred to your account from the customer’s account. Note: If you do not have an option to void a sale on the Payments Portal, the sale

What fields do I need to complete for level two and level three?

The following transaction types can qualify for level two or level three processing rates: Card sale Pre-authorization Forced sale Repeat sale If you want to provide level two information: In Card Information, select the Commercial Card check-box If you want to provide level three information: In Card Information, select the Commercial Card check-box In Order

What account settings do I need for level two and level three?

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:   – Your Federal Tax ID to your account   – Commercial Card fields to your Payments Portal   – Additional order information and line‑item fields to your

What are level two and level three processing rates?

Your processor charges a different rate for each transaction depending on the amount of information you provide. When your customer uses a commercial card, you can provide extra information to try to lower your processing rate, for example: Level one – You provide the customer’s card information and address. Level two (Commercial Card only) –

How do I delete a refund or return policy?

To delete a refund or return policy: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Account. Step 2. From the drop-down menu, click Merchant Settings. Step 3. In the text field, delete all characters. Step 4. Click Update Policy. The Payments Portal

How do I edit a refund or return policy?

To edit a refund or return policy: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Account. Step 2. From the drop-down menu, click Merchant Settings. Step 3. In the text field, edit your refund or return policy. Step 4. (Optional) View a

How do I add a refund or return policy to my receipts?

To enter a refund or return policy: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Account. Step 2. From the drop-down menu, click Merchant Settings. Step 3. In the text field, type your refund or return policy. Step 4. (Optional) View a

Can I add a refund or return policy to my receipts?

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 characters in length, and you can preview your receipts before adding or updating the policy. Note: The Payments Portal does not allow you to include the following special

How do I view the Sales Overview for multiple locations?

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. On the Sales Overview page you can: Refresh your overview Sign out Search for a merchant location Filter the number of merchants shown Use navigation tools to view more merchants Refreshing your

Can I manage multiple business locations from a single Payments Portal account?

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 can I do with a multi-merchant account? Using a multi-merchant account, you can manage multiple locations with a single account, including: Viewing a Sales Overview for all your locations Administrative