Virtual Terminal
- Requesting a Payment By Email
- Optional Email Settings
- Updating My 'From' Email
- Setting a Reminder for Emails Being Sent Out
- Creating and Adding Email Templates
- Previewing Email Templates
Invoice
Online Forms
- What is the Online Form Builder?
- Creating an Online Form
- Editing an Online Form
- Posting a Form Online
- Online Form Field Types Explained
- Connecting Data to the Online Forms Builder
SMS and IVR Payment
Reports/History
- Payment History
- Payment Details
- Refund a Credit Card
- Pulling a Report by Payment Method
- Creating an Emailed Report
- Scheduling Your Emailed Reports to Go Out
Recurring Payments
Managing your contacts
- Adding a Contact
- Default Contact Settings
- Adding Multiple Contacts at Once
- Editing Contacts
- Finding a Contact
- Deleting a Contact
Settings
- Partial Payments
- To Receive a Copy of My Customer's Receipt
- Preferred Payments
- Payment Link Options
- Card Threshold
- Uploading Customer Card Information