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Use Cases: Transactions

Welcome to the Transactions Use Case Tutorials!

Whether you’re a beginner or an experienced Portal user, these tutorials are designed to help you process different types of payments including credit, debit, eCheck (ACH), and tokenized payment methods. Explore step-by-step guides with tips and resources tailored to users of the platform.

Note: Transactions Use Case Tutorials outline the procedures to process payments using Portal options as the Point of Sale.

For guidance on configuring customers or different payment acceptance options, read the Payment Acceptance Use Case Tutorials.

What you’ll learn:

  • Processing Card Payments - How to process credit and debit card payments in the Portal.

  • Processing eCheck Payments - How to process eCheck (ACH) payments in the Portal.

  • Processing Token Payments - How to process tokenized payments in the Portal.

  • Issuing Transaction Refunds - How to process a refund for a captured or settled transaction.

Dive into the tutorials below and start your journey toward mastering Transactions:

Transactions Use Cases

Tip: New to the platform? Enhance your understanding of key concepts and processes by exploring our reference material for Transactions:

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