Using the Payments Portal

How do I search for a transaction?

You can use the Find tool on the History page to narrow your search results using multiple search options. Note: If you do not have the customer’s full card‑number, you can search for the last four numbers on their card. You can find the last four numbers of the customer’s card on the customer’s receipt. To search

How do I download a summary of my sales and activity?

To download a summary of your sales and activity in .CSV format: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Overview. Step 2. To select a time range, use the Period drop-down menu. Step 3. Click Download. Depending on your browser, you may

How do I view my Activity Overview?

To view your Activity Overview: Step 1. On the toolbar, click Overview. Step 2. Click Activity Overview. Step 3. To select a specific time range, use the Period drop-down menu. Related articles What can I do with my search results? How do I download a summary of my sales and activity? How do I search for

How do I view my Sales Overview?

To view your Sales Overview: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. On the toolbar, click Overview. Step 2. Click Sales Overview. Step 3. To select a specific time range, use the Period drop-down. Related articles How do I view the Sales Overview for multiple locations?

Can I use the Payments Portal to contact the Customer Support Team?

You can contact our Customer Support Team using the Payments Portal. We respond by phone or email.  To contact us: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. From the top-right of the Payments Portal, click your user name. Step 2. From the drop‑down menu, click

How do I sign out of the Payments Portal?

Important: The Payments Portal does not automatically save your progress. You should complete your current task before signing out. For security reasons, the Payments Portal automatically ends your current session after 15 minutes of inactivity. To manually sign out: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1.

How do I change my password for the Payments Portal?

Important: Your password must have between 8 and 20 characters, including at least one number, a mixture of uppercase and lowercase letters, and it must not match your user name. You must change your password every 90 days, and you cannot use the same password more than once. To change your password: Option 1. Complete the

How do I get started with the Payments Portal?

What is the Payments Portal? The Payments Portal is a transaction gateway and virtual terminal, which includes the following features: Credit and debit card processing Gift card processing, activation, adding value, and balance inquiry Online account management Recurring billing Historic search for transactions and batches Batch processing Multiple user accounts and permissions Important: You can

What user types can I assign to my employees in the Payments Portal?

The Payments Portal has four different user types that you can assign to your employees’ accounts: Administrative user: Performs all functions including creating and managing other users. This user is typically the business owner or manager. Power user: Performs card sales, pre-authorizations, voids, refunds, and views reports. This user is typically the sales supervisor. Terminal