- Accessing the Payments Portal
- Funding and Deposits
- Getting Started
- Managing my Account
- Online Solutions
- Privacy, Security, and Compliance
- Using the Payments Portal
How do I void an order using the Payment Cartridge?
You can void orders using the Void button. When you void an order, the Payment Cartridge does the following: Step 1. Refunds any gift card payments Step 2. Captures any uncaptured payments, then voids the transaction; this releases the hold on the customer’s credit card Step 3. Voids any captured transactions that have not been […]
How do I capture payments with the Payment Cartridge?
Capturing payment for orders with single-tender transactions Step 1. On the Orders page, select the Order Number of the order you want to view. Step 2. From the order’s transaction information, click Capture. A dialog box opens confirming the success or failure of the action. Step 3. Click OK.
How do payments work with the Payment Cartridge?
The Payments Portal handles payments in different ways, depending on the type of goods or services that the customer is purchasing with their order. Physical goods When a customer places an order for physical goods, the Payments Portal runs a pre-authorization on their credit card. Once you ship the goods to them, you can finalize […]
How do I view transaction details using the Payment Cartridge?
You can view details for each order by selecting its Order Number. Details include: Reference number Status Order Date Created by Email Payment Status Transaction information Orders with more than one payment method Depending on your account settings, customers can pay for orders using one or more payment method. When a customer uses more than […]
How do I search for orders using the Payment Cartridge?
You can search for orders using the Orders page, there are three search methods available: View the most recent orders Search for an order using its order number Search for orders using the search filters Viewing the most recent orders On the Orders page click Find. The Payment Cartridge displays the most recent orders. Orders […]
How do I open the Payment Cartridge on Salesforce?
You can open the Payment Cartridge from the Merchant Tools menu. Step 1. Click the Select a Site drop-down arrow1. Step 2. Select the site you want to manage. Step 3. Click the Merchant Tools drop-down arrow2. Step 4. On the Cayan Modules submenu3, click Cayan Transaction Manager. When you open the Payment Cartridge, the Business Manager […]
Does the Payments Portal work with Salesforce?
Yes. Using the Cayan Payment Cartridge you can integrate the SFCC Business Manager with our Payments Portal, so that you can manage your transactions and orders using a single interface. Using this integration, you can: View transactions, including their: – Order number – Reference number – Order status – Information on who created the order […]
How do I download my residuals?
To download a copy of your residuals: Step 1.On the side menu, click Residuals. Step 2.From the drop-down menus, select the month and year of the report you want to download. Step 3.Click Go. The Partner Portal displays available residual reports. Step 4.On the residuals report you want to download, click Download.
What is in my residual reports?
When we board one of your leads, we report their account activity as part of your residuals. The residual report includes: The merchant’s details The number and dollar value of transactions processed by the merchant A breakdown of income, expenses, profit, and percentage split Note: You can view residual reports from the last 24 months.
How do I view my leads?
On the side menu, click Leads. Leads Note: We update a lead’s status during boarding, which the Partner Portal displays. Viewing the contact information for a lead Click the lead’s information button. Searching for a lead In the search tool, type a date or words relating to the lead. For example, to search for leads with […]