The Portal

Administration

• How do I close my account?
• Intro to the Portal
• How do I update my company information?
• How do I add users?
• How can I monitor my user’s login activity?

Administration - Account Settings

• How do I delete users?
• How do I use Transaction Filtering?
• How do I restrict login access based on IP?
• How do I edit my email receipts?
• How do I set my Risk Threshold for transactions?
• How do I calculate tax on my Recurring Billing transactions?

Administration - Order Settings

• How do I set up an approved/decline confirmation page?
• How do I restrict transaction types?
• How to allow transactions without billing details?
• How do I find or update my API access passcode?
• How do I find/update my Recurring Billing API access passcode?
• How do I find/update my reporting API access passcode?

See all 9 articles

Configuration

• How do I set up Apple Pay?

Processing

• How do I complete a pre-authorization in the Portal?
• How do Pre-Auths work and when do I use them?
• How do I resend a receipt?
• How do I process a refund or void?
• How do I set the Recurring Billing schedule?
• How do I process a Secure Payment Profile transaction?

Reporting

• How do I download a report?
• How do I reconcile my settlements?
• How do I view my transactions by payment method?
• Types of reports available
• What does this response code mean?
• How do I see a summary of my credit card transactions?

See all 10 articles

Statements

• Where do I find my statements?
• Who receives my company's statements?
• How do I read my statement?
• How do I download my statement?
• When do I get a statement?
• How do I pay my statement?