Using the Payments Portal

How do I view my batch history?

On the Payments Portal, you can view batches that you have previously uploaded or closed. To view your batches: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Batches. Step 2. Use the Period drop-down menu to choose the time frame that your batch

What is batching?

Processing transactions individually is expensive and complicated, and therefore grouping transactions together is cost-effective. The Payments Portal automatically groups transactions together for processing, this is known as batching. We recommend you close your current batch at the end of every day to avoid any higher fees that you might incur by batching your transactions later.

How do I run a forced sale?

If a card transaction requires a referral, you can complete the transaction using a forced sale. You run a forced sale from the Virtual Terminal, or from the History page.  To run a forced sale from the Virtual Terminal: Step 1. On the toolbar, click Virtual Terminal. Step 2. On the side menu, click Forced

How do I refund a sale?

A refund returns all or part of the transaction value to the customer. You can refund a sale only when the transaction is part of a closed batch. When you refund a sale, the value of the transaction leaves your account the next time you close the current batch. Note: If you do not have

How do I run a pre-authorization?

A pre-authorization temporarily holds funds in the customer’s account, which you later capture when you finalize the sale. You can use a pre-authorization to make sure customers pay for the services you provide, for example, at the start of their hotel stay or when they hire a car. You should use a pre-authorization if you

How do I print a receipt?

You can print a sales receipt directly after running a card sale from the sale-approval screen. You can also print receipts for past transactions using the History page. Printing a receipt after running a card sale Step 1. Run a card sale. Step 2. Click Email or Print Receipt. Step 3. Click Print Receipt. Depending

How do I email a receipt?

You can email a sales receipt directly after running a card sale from the sale‑approval screen. You can also email receipts for past transactions using the History page. Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Emailing a receipt after running a card sale Step 1. Run a

How do I run a card sale?

You can use the Virtual Terminal to run a credit or debit card sale. To run a card sale: 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. Enter the Card Information:   a. Type the Card Number.   b. Use

What do I need to consider if I use the Payments Portal and I am a MOTO merchant?

When you sell goods or services using mail order or telephone order (MOTO), you must run a pre‑authorization and finalize the sale only when you ship the goods to the customer. Related articles How do I run a pre-authorization? How do I run a forced sale? How do I run a manual card sale using

What can I do with my search results?

When you are viewing the search results you can: Group or ungroup your results – group any related transactions, for example, a pre‑authorization with its completed sale. Download your results in .CSV format – you can download your search results. Open a detailed view of a transaction – you can view more information about the