The Payment Portal is a dashboard included as part of our payments offering. It allows users to view or edit account details, review recent transactions, process new sales, access reports, and manage disputes. As an extra security measure, we’ve also hosted this page independently which means should the POS software ever experience any outages, this would continue to function and serve as a backup allowing you to continue processing transactions without interruption.
NOTE: The Payment Portal is not backwards compatible so transactions done through the Virtual Terminal will NOT show up in the POS software and inventory will not be affected.
Payments Page
This page shows all recent transactions processed through the POS or website. Date Ranges of up to 30 days can be used to filter the results as well as using the ‘Status’ filter or searching using the Transaction ID or Amount.
On the table below you can see the following information:
- Amount
- Currency
- Status
- Transaction ID
- Date
Each row can be clicked on which will show more information about the transaction.
This page can also be printed or exported using the icons at the top right-hand corner.
NOTE: It may take up to 5 minutes for a transaction to appear so if you don’t see it, please refresh the page.
To refund a transaction, click on the appropriate row and click on ‘Refund’ towards the bottom of the page.
NOTE: This action cannot be undone
Virtual Terminal
This page allows transactions to be accepted outside the point-of-sale. This is primarily only intended for when the point-of-sale cannot be used. The following information can be collected on this page:
- Transaction Amount
- Name on the Card
- Postal or Zip Code associated with the card
- Card Number
- Expiration Date
- Security Code
- Notes (this is where inventory, transaction details, and other information can be collected for later use)
Once the information is filled out, click the green ‘Charge’ button to process the sale.
The ‘Clear’ button will clear the page.
NOTE: Negative balances (unreferenced refunds) are NOT supported
NOTE: The Payment Portal is not backwards compatible so transactions done through the Virtual Terminal will NOT show up in the POS software and inventory will not be affected.
Payouts
This page is used to display deposit information as soon as the payout has been initiated, which can be filtered by Date or by searching the Payout ID.
This page is intended to be as transparent as possible, showing the breakdown of Fees, Refunds, and Deposits.
The following information is available in the table below:
- Payout Date
- Payout ID
- Bank Account
- Payout Status
- Collected (Gross Total)
- Fees
- Refunds
- Net
Each row can also be clicked to see the individual transactions that made up that Payout.
This page can also be printed or exported using the icons at the top right-hand corner
Profile Page
To navigate here, click on Account at the top-right hand corner of the portal. Then click ‘Profile’.
At the top of the page, users can see their Account Status, Payment Status, and Payouts Status. If an account has not completed their application, then these statuses will remain Disabled. Once the account has been completed and approved, these statuses will change.
This page is where all account information can be found including:
- Account Name
- Country
- Currency
- Business Type
- Account ID
- Statement Descriptor (the name displayed on consumer’s credit card statement)
You can also view all processing fees, account requirements, bank account, and hardware information. For accounts with multiple locations, you can also view the additional locations associated with your account.
Manage Users
To navigate here, click on Account at the top-right hand corner of the portal. Then click ‘Manage Users’.
Users can be edited or added by going to Settings > Manage Users. The following information is available for Users:
- First Name
- Last Name
- Created Date
- Updated Date
- Last Login Date
- Delete action
To add a new User, press the blue ‘Create User’ button. From here, a new user can be added and given specific permissions.
NOTE: Login access can be added or disabled without affecting permissions.