The Collect section of the Client Portal contains information about payments, refunds, customers, group payments, and escrows.
- Viewing Payments Dashboard - View a list of all payment transactions.
- Listing Payments - View a list of all payment transactions.
- Request a payment - Request a payment.
- Virtual Terminal - Create a card payment.
- Downloading a Payment Report - Download a report of payment transactions.
- Viewing Payment Details - View details of a specific payment.
- Creating a Refund - Refund all or part of the funds collected for a purchase.
- Listing Refunds - View a list of all refund transactions.
- Viewing Refund Details - View details of a specific refund.
- Downloading a Refund Report - Download a report of refund transactions.
- Listing Customers - View a list of all customers that your company manages.
- Viewing Customer Details - View details of a specific customer.
- Listing Group Payments - View a list of all group payments.
- Listing Escrows - View a list of all escrows created through the payment process.
Updated 13 days ago
|Viewing Payments Dashboard|