Using the Payments Portal

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...