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.
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