Common Questions
Virtual Terminal
Emails
- Request Send Payment
- Requesting a Payment By Email
- Sending a Payment Via Email
- Sending Same Day ACH Debits
- Send Payment with SMS Message (Credit)
- Creating and Adding Email Templates
Invoicing
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
Reports/History
- Editing The Emailed Report Recipients
- Payment History
- Payment Request Status
- Payment Details
- Returned Payments
- Pulling a Report by Payment Method
Recurring Payments
ACH Settings
- Payment Link Option
- Preferred Payments
- Partial Payments
- Short Pay
- Generating API Key
- Secure QB Plugin Setup Instructions
Same-Day ACH
Managing your Contacts
- Adding a Contact
- Default Contact Settings
- Adding Multiple Contacts at Once
- Editing Contacts
- Finding a Contact
- Deleting a Contact