Using the Payments Portal

Using the Payments Portal

Using the Payments Portal

Information about using the Payments Portal

Can I view daily reports about my transaction activity?

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...

How do I set up scheduled emails?

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...

How do I view scheduled email settings?

To view scheduled email settings: From the top-right of the page, click your user name. From the drop-down menu, click Scheduled Emails.

How do I edit scheduled email settings?

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...

How do I delete scheduled email settings?

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...

Can I use gift cards with the Payments Portal?

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 ...

How do I activate a gift card?

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 ...

How do I add value to a gift card?

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...

How do I run a gift card sale?

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...

How do I check a gift card's balance?

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...