Using the Payments Portal

Using the Payments Portal

Information about using 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 go...
Tue, 30 Oct, 2018 at 7:22 AM
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: On the toolbar, click Virtual Terminal. Enter the Card Informat...
Tue, 30 Oct, 2018 at 8:53 AM
How do I email a receipt?
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 ...
Wed, 27 Feb, 2019 at 11:25 AM
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 ...
Wed, 27 Feb, 2019 at 11:31 AM
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 transac...
Wed, 27 Feb, 2019 at 11:57 AM
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 t...
Wed, 27 Feb, 2019 at 11:51 AM
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 r...
Wed, 27 Feb, 2019 at 11:36 AM
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 th...
Tue, 30 Oct, 2018 at 12:42 PM
What is batching?
Processing transactions individually is expensive and complicated, and therefore grouping transactions together is cost-effective. The Payments Portal autom...
Thu, 15 Nov, 2018 at 9:22 AM
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: On the toolbar, click Batches. Use the ...
Mon, 12 Nov, 2018 at 4:01 AM