Using the Payments Portal

How do I check a gift card’s balance?

To check the balance on a gift card: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Virtual Terminal. Step 2. From the side menu, click Balance Inquiry. Step 3. Enter the Card Information:   a. Type the Card Number.   b. (Optional) Use the […]

How do I run a gift card sale?

To run a sale using a gift card: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Virtual Terminal. Step 2. From the side menu, click Gift Card Sale. Step 3. Enter the Card Information:   a. Type the Card Number.   b. (Optional) Use […]

How do I add value to a gift card?

To add value to a gift card: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Virtual Terminal. Step 2. From the side menu, click Add Value. Step 3. Enter the Card Information:   a. Type the Card Number.   b. (Optional) Use the month […]

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: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Virtual Terminal. Step 2. From the side menu, click Activate Card. Step 3. Enter […]

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 gift card sale Check the balance on a gift card Use the Virtual Terminal to carry out all gift card processing and transactions. Note: The Virtual […]

How do I delete scheduled email settings?

To delete scheduled email settings: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. From the top-right of the page, click your user name. Step 2. From the drop-down menu, click Scheduled Emails. Step 3. Select the Email Setting you want to delete. Step 4. Click Delete […]

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 filter business locations by name. To edit scheduled email settings: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. From the top-right of […]

How do I view scheduled email settings?

To view scheduled email settings: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. From the top-right of the page, click your user name. Step 2. From the drop-down menu, click Scheduled Emails.

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 users can use the Search tool to filter business locations by name. To set up scheduled emails: Option 1. Complete the steps in the following video: Option 2. Complete the following […]

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 transaction activity. Users with multi-merchant accounts can also receive reports from across their business locations.