Using the Payments Portal

Using the Payments Portal

Using the Payments Portal

Information about using the Payments Portal

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 c...

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. S...

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 c...

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

To enter a refund or return policy: On the toolbar, click Account. From the drop-down menu, click Merchant Settings. In the text field, type your refund...

How do I edit a refund or return policy?

To edit a refund or return policy: On the toolbar, click Account. From the drop-down menu, click Merchant Settings. In the text field, edit your refund ...

How do I delete a refund or return policy?

To delete a refund or return policy, either: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: On the toolb...

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, ...

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: Y...

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...