Using the Payments Portal

Using the Payments Portal

Using the Payments Portal

Information about using the Payments Portal

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...

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...

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...

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...

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...

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...

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...

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...

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'...

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...