Using the Payments Portal

Using the Payments Portal

Using the Payments Portal

Information about using the Payments Portal

What do I need to consider if I use the Payments Portal and I am a MOTO merchant?

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...

How do I run a card sale?

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...

How do I email a receipt?

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 ...

How do I print a receipt?

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 ...

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 transac...

How do I run a pre-authorization?

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...

How do I refund a sale?

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...

How do I run a forced sale?

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...

What is batching?

Processing transactions individually is expensive and complicated, and therefore grouping transactions together is cost-effective. The Payments Portal autom...

How do I view my batch history?

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 ...