How do I unlock a user account? The Payments Portal locks an account when a user does not enter their password correctly six times in a row. Note: The Payments Portal resets the number of failed log on attempts to zero when the user successfully enters their password.… Read More “How do I unlock a user account?”
How do I edit a user account? You can edit the following user account information at any time: First name Last name Email address Time zone Account status User type To edit a user account: On the toolbar, click Account. From the drop-down menu, click User Management. Click the user’s record to open the detailed view.… Read More “How do I edit a user account?”
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: On the toolbar, click Batches. Use the Period drop-down menu to choose the time frame that your batch was in.… Read More “How do I view my batch history?”
What account settings do I need for level two and level three? To set up your account to run transactions for level two and level three processing rates, you must: Get agreement from your processor Call us to add: Your Federal Tax ID to your account Commercial Card fields to your Payments Portal Additional order information and line‑item fields to your Payments Portal, (level three only)
Can I use gift cards with the Payments Portal? Yes. Gift cards encourage your customers to shop in your store. Using the Payments Portal, you can: Activate a gift card Add value to a gift card Run a gift card sale Check the balance on a gift card Use the Virtual Terminal to carry out all gift card processing and transactions.… Read More “Can I use gift cards with the Payments Portal?”
How do I activate a gift card? To activate a gift card, you need to add value to it using the activate card function. To do this: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: On the toolbar, click Virtual Terminal.… Read More “How do I activate a gift card?”
How do I add value to a gift card? To add value to a gift card: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: On the toolbar, click Virtual Terminal. From the side menu, click Add Value. Enter the Card Information: Type the Card Number.… Read More “How do I add value to a gift card?”
How do I run a gift card sale? To run a sale using a gift card: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: On the toolbar, click Virtual Terminal. From the side menu, click Gift Card Sale. Enter the Card Information: Type the Card Number.… Read More “How do I run a gift card sale?”
How do I set up scheduled emails? Use the Scheduled Emails page to set up daily emails with reports on your transaction activity. You must complete all Required fields. Note: Multi-merchant users can use the Search tool to filter business locations by name. To set up scheduled emails: Option 1.… Read More “How do I set up scheduled emails?”
How do I view scheduled email settings? To view scheduled email settings: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: From the top-right of the page, click your user name. From the drop-down menu, click Scheduled Emails.