Collect
The Collect section of the Client Portal contains information about payments, refunds, customers, group payments, and escrows.
Payment Transactions
en/viewing-payments-dashboard.html
Viewing Payments Dashboard
View a list of all payment transactions
en/listing-payments.html
Listing Payments
View a list of all payment transactions.
en/request-a-payment.html
Request a Payment
Request a payment.
en/virtual-terminal.html
Virtual Terminal
Create a card payment.
en/downloading-a-payment-report.html
Downloading a Payment Report
Download a report of payment transactions.
en/viewing-payment-details.html
Viewing Payment Details
View details of a specific payment.
Refund Transactions
en/creating-a-refund.html
Creating a Refund
Refund all or part of the transaction.
en/listing-refunds.html
Listing Refunds
View a list of all refund transactions.
en/viewing-refund-details.html
Viewing Refund Details
View the details of your refunds.
en/downloading-a-refund-report.html
Downloading a Refund Report
Download a report of refund transactions.
Customers
en/listing-customers.html
Listing Customers
View a list of your customers.
en/viewing-customer-details.html
Viewing Customer Details
View details of a specific customer.
en/creating-a-customer.html
Creating a Customer
Create a customer with a tokenized ID.
Group Payments and Escrows
en/listing-group-payments.html
Listing Group Payments
View a list of all group payments.
en/listing-escrows.html
Listing Escrows
View a list of all escrows created.
en/request-a-payment-into-escrow.html
Request a Payment Into Escrow
Create a payment request into escrow.
en/release-a-payment-from-escrow.html
Release a Payment From Escrow
Release a payment curently in escrow.