Using the Payments Portal

Using the Payments Portal

Using the Payments Portal

Information about using the Payments Portal

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 c...

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 c...

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...

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, th...

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: Step 1. From the top-right of the Payme...

How do I view my Sales Overview?

To view your Sales Overview: Step 1. On the toolbar, click Overview. Step 2. Click Sales Overview. Step 3. To select a specific time range, use the Perio...

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...

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

To download a summary of your sales and activity in .CSV format: On the toolbar, click Overview. To select a time range, use the Period drop-down menu. ...

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 car...

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...