Merchant Payments Portal Menu
This section provides details on the Payments section specific to Merchants. For an overview of how to manage existing transactions, setup existing transactions, manage customers, and respond to disputes please review the Portal Guides .
To create a payment to a specific account, you can do so on this page. Keep in mind, this section is relatively the same thing as the Quick Charge option on the Dashboard page, however, unlike the condensed Dashboard version, this page provides you with broader options to enter in customer details or to submit level 2 and level 3 processing for the payment.
Clicking on the blue CUSTOMER DETAILS tab will allow you to add more information about the customer to the payment such as their email address.
To add Level 2 processing to the payment, click the checkbox where you can add a tax or order number:
Check the box right below this level to add Level 3 processing to the payment:
The Level 3 processing fields entail more detailed information for ordered items, shipping details, and discounts; all fields in the form must be filled out completely in order to utilize this level, so there are few details regarding your items that you’ll need at the ready.
If more than 1 item needs to be added to the order, you can click on the +Add Item icon below the Order Items fields to add as many items as you need.
Recurring Payments - Plans
In order to create subscriptions (recurring payments) to assign to your customers, a Plan will need to be created first. To manage all of your existing subscription plans, click on the + symbol next to the Recurring Payments menu and you’ll see another submenu titled Plans. To add a new recurring payment, click on the +Add Plan button at the top right of the page to add a new plan and follow the steps below:
When creating a new plan, there are several fields to be filled out but only 3 of them are required: Amount (the total monetary amount to be charged to customers for the recurring payment), Interval (Days, Weeks, Months, or Years), and Plan Schedule Every(the number of days, weeks, months, or years). You can choose to add a description for your plan to better associate it for its intended use or set it apart from other plans that may be similar. The Max. Consecutive Failures can be used for instances where charging the customer for recurring billing fails, and you only wish to attempt to charge them X amount of times before ceasing all future attempts. Click on the ADD button once you're ready to complete.
Back on the the Plans page, you’ll see the number of plans currently set up on the account as well as the number of subscriptions to those plans that are in place, along with a default view of 5 columns regarding the plan.
To modify the view of the plan details, click on the Columns to Display iconto add or remove specifications regarding the plan data. The following columns can be added/removed as a one time view or created as a custom view:
- Date Created
- Created By
- Date Modified
- Modified By
- Merchant ID
- Max. Failed Payments
To start adding subscriptions to your plan, click on an existing plan on the page to be directed to the Plan profile page. From here, you’ll see both Active and Inactive subscriptions including the tabs for the list of Subscriptions and Details. Use the +Add Subscription to add more.