Using the Payments Portal

Using the Payments Portal

Information about using the Payments Portal

Can I manage multiple business locations from a single Payments Portal account?
Yes. You can apply for a multi-merchant account if you have two or more merchant locations. For more information, contact our Customer Support Team. What c...
Thu, 7 Jun, 2018 at 9:52 AM
How do I view the Sales Overview for multiple locations?
When you have a multi-merchant account, the Sales Overview displays a summary of the total sales, pre-authorizations, and refunds across all your stores. S...
Thu, 21 Feb, 2019 at 8:27 AM
Can I add a refund or return policy to my receipts?
Yes. You can add a refund or return policy to your receipts using the Receipt Refund/Return Policy function. Your refund or return policy can be up to 700 c...
Mon, 16 Apr, 2018 at 9:29 AM
How do I add a refund or return policy to my receipts?
To enter a refund or return policy: On the toolbar, click Account. From the drop-down menu, click Merchant Settings. In the text field, type your refund...
Thu, 21 Feb, 2019 at 8:30 AM
How do I edit a refund or return policy?
To edit a refund or return policy: On the toolbar, click Account. From the drop-down menu, click Merchant Settings. In the text field, edit your refund ...
Mon, 16 Apr, 2018 at 6:52 AM
How do I delete a refund or return policy?
To delete a refund or return policy, either: Option 1. Complete the steps in the following video: Option 2. Complete the following steps: On the toolb...
Wed, 29 May, 2019 at 10:50 AM
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, ...
Tue, 30 Oct, 2018 at 7:53 AM
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: Y...
Tue, 30 Oct, 2018 at 7:51 AM
What fields do I need to complete for level two and level three?
The following transaction types can qualify for level two or level three processing rates: Card sale Pre-authorization Forced sale Repeat sale If you...
Mon, 12 Nov, 2018 at 12:20 PM