Using the Payments Portal

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 transactions you have, or the time that it takes to run individual transactions through the Payments Portal. When you upload a batch file, our […]

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’s billing reports Viewing tomorrow’s schedule Use Tomorrow’s Schedule to view a list of transactions that the Payments Portal will run the next calendar day. To view tomorrow’s schedule: Option 1. Complete the steps in the […]

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: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Recurring Billing. Step 2. Click the customer’s record to open the detailed view. Step 3. Click Edit Profile. […]

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: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Recurring Billing. Step 2. Click the customer’s record to open the detailed […]

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 the following payment card information: Expiration Date Card Number Name on Card Street Address Postal Code To edit a stored payment card’s information: Option 1. Complete the steps in […]

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 Status Notes: • You can suspend billing for a customer by changing their Customer Status. • You must provide either a first name and a last name, or a company name when editing a customer’s […]

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. Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Searching for a customer using the Customer Status drop-down menu To search for a customer using their recurring […]

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’s CVV. You need to know the payment card’s CVV if you want to use it when running a manual sale. • Depending on your Payments Portal account, some […]

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 the customer’s profile to create a recurring billing contract. When creating a recurring billing contract, you can define the: Length of the contract by entering a starting date and […]

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 the payment card’s CVV or use it when running recurring billing transactions. To add a payment card to a customer’s profile: Option 1. Complete the steps in the […]