Running Transactions on the Payments Portal

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Running Transactions on the Payments Portal
Payments Portal Overview
Accessing the Payments Portal
Viewing Transactions on the Payments Portal
Batching Transactions on the Payments Portal
Managing Users on the Payments Portal
Recurring Billing on the Payments Portal
Updating Your Refund or Return Policy on the Payments Portal

What do I need to consider if I use the Payments Portal and I am a MOTO merchant?

When you sell goods or services using mail order or telephone order (MOTO), you must run a pre‑authorization and finalize the sale only when you ship the goods to the customer. Read more

How do I run a card sale?

You can use the Virtual Terminal to run a credit or debit card sale. To run a card sale: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: Step 1. Read more

You can email a sales receipt directly after running a card sale from the sale‑approval screen. You can also email receipts for past transactions using the History page. Option 1. Complete the steps in the following video: Option 2. Read more

How do I print a receipt?

You can print a sales receipt directly after running a card sale from the sale-approval screen. You can also print receipts for past transactions using the History page. Printing a receipt after running a card sale Step 1. Read more

How do I void a transaction?

A void cancels an unsettled transaction. You can void only transactions that are part of an open batch. When you close the current batch, any voided transactions are not transferred to your account from the customer’s account. Read more

How do I run a pre-authorization?

A pre-authorization temporarily holds funds in the customer’s account, which you later capture when you finalize the sale. You can use a pre-authorization to make sure customers pay for the services you provide, for example, at the start of their hotel stay or when they hire a car. Read more

How do I refund a sale?

A refund returns all or part of the transaction value to the customer. You can refund a sale only when the transaction is part of a closed batch. When you refund a sale, the value of the transaction leaves your account the next time you close the current batch. Read more

How do I run a forced sale?

If a card transaction requires a referral, you can complete the transaction using a forced sale. You run a forced sale from the Virtual Terminal, or from the History page. To run a forced sale from the Virtual Terminal: Step 1. Read more

What are level two and level three processing rates?

Your processor charges a different rate for each transaction depending on the amount of information you provide. When your customer uses a commercial card, you can provide extra information to try to lower your processing rate, for example: Level one – You provide the customer’s card information and address. Read more

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) Read more