Are there user guides for the Payments Portal that I can download?
Yes. We provide two help guides for using the Payments Portal. They are:
- Getting Started Guide, which describes how to:
- Sign in and navigate the Payments Portal
- View your sales overview and activity overview
- Run debit, credit, and gift card transactions on the Virtual Terminal
- Close and view your batches
- Merchant Reference Guide, which describes how to:
- Set up recurring billing for customers
- Run batch uploads
- Receive daily reports about transaction activity
- Manage user accounts for multiple personnel
- View transaction activity for multiple merchant locations
- Add a return or refund policy to store receipts
These documents are useful training aids and reference guides for staff members who prefer to read printed materials.
The guides are in PDF format; to view them you need a PDF viewer such as Adobe Acrobat Reader.