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Please follow the steps below to update your company profile.

Click on the Settings tab to bring up your company profile. You can update your company info, logo, and receipt settings. 

• Company Info: Edit company phone and address.
• Company Logo: Image must be 300w x 100h or smaller
• Receipt Settings: Use this feature to include your own email address when contacts receive email notifications.

Please follow the steps below to create an additional user.

1. Log into your account

2. Select Settings in the left-hand menu

3. Scroll to User Access and select Add User

4. Fill out the required user information

5. Select a user role as Admin, Manager, or a basic User. Role functions are listed below.

Admin: Has complete access to the account - may make changes and may see all transactions coming into the account.

Manager: Has more limited access to the account, may see all transactions coming into the account but may not make any changes.

User: Can only see transactions they themselves run (through the Virtual Terminal) which means they cannot view transactions made through the online forms. Also, they cannot make changes to the account.

6. Once completed click Save

To change the existing user role, simply click the blue view button and select the user role you’d like to re-assign to your existing user and then select Save

To delete a user, click on the red Delete button, when it asks you to confirm, click Yes, I am sure

Please follow the steps below to turn on user email notifications.

Each user has access to enable and disable email notifications.

To edit your email notification settings, navigate to the 'Settings' drop down and select 'User Access'.

Click on the pencil icon next to your desired user, a screen will populate like below:

When the ‘Receipt Notifications’ box is marked, the users email address will be CC’d whenever the customer receives a receipt.
This optional setting lets you retain copies of payment receipts and provides instant notification once a customer has submitted a payment.

If our ACH service is enabled on your account, you will see the ‘ACH Return Notifications’ box available.
When marked, the user will receive an emailed notification any time an ACH payment gets returned.

Note: If you don’t want to receive these emails, unmark the checkbox. Users that have these options marked will receive an email notification

Please follow the steps below to update your 'from' email address.

1. Login to your account and click on Settings

2. Click on to the 'Company Profile' section

3. Enter your custom ’from' email address under Receipt Settings

4. Enter the email address you wish to use and click Verify Email

5. After you click Verify you will receive a verification email from 
no-reply-aws@amazon.com. Click the link in the verification email to activate your new 'from' email address

There are a few things you can do to customize your receipt, please see the instructions below.

Adding a Custom Image to Your Receipts

If you would like to include a custom image or company logo to be displayed on the payment page and on your customer’s payment receipts, follow these steps:

1. In the Settings page under Company Profile click +Choose .

2.  Select the image file you would like to upload, and then click the upload button.

Note: Image size should be 300px by 100px or smaller.

3. When the image has been successfully uploaded, it will be displayed on your payment page and customer receipts.

Adding a Custom Message to Your Receipts

You can further customize your receipts by adding a custom message to them. To do so, simply:

1. Go to your Settings page on the left-hand menu

2. From there go to Company Profile and under Receipt Settings select Add Custom Message to Receipts

3. Make your edits to the receipt and select Save from the bottom of the screen

To cancel service please reach out to your account representative so they can ensure all the correct services are disabled.  

To request credit card processing to be added to your online portal please contact your account representative. 

Card threshold allows you to set a dollar limit to determine the payment options allowed. Any payment totaling over the specified dollar amount will not allow your customer to pay by credit card for that transaction. Instead, they will only have the option to pay by ACH (e-check).

By accepting more ACH payments, this will reduce your processing costs by avoiding interchange fees.

To enable the card threshold option, navigate go to your Settings page, then Payment Types, Credit Card.

On the Status tab enter the Card Threshold amount and click Save.

*Note: Leaving a blank value means you will accept credit card payments regardless of the amount.

To request the ability to send an ACH credit start at your linked2pay dashboard.

Navigate to the Settings tab on the left hand side. Open Payment Types and select ACH.

Now from the ACH Setting page you will want to open the Send ACH Tab. 

Now click the request send payment option and enter the bank information you would like the credits to come out of. Note you will need to upload a voided check. 

Once requested it may take a day or two for the service to be approved.

To request credit card processing to be added to your online portal please contact your account representative. 

Once logged into the online portal navigate to the Settings Tab on the left side bar. Under Settings you will see Payment Types and under Payment Types you will see ACH. You should now see the follow on the screen: 

To request higher limits simply click the 'Limits' tab and from there click the blue Request Higher Limits/ Faster Funding Option and fill out the following:

To update your bank account, contact your account representative stating that you would like to update the bank account for "company name". Depending on the services your company is currently using you may be provided a form to complete and provide back. You may also be requested for a void check or bank letter for the new account.

To request to set up an Automatic Adjustment contact your account representative. Automatic Adjustments allow you to to increase or decrease the subtotal of a transaction by a percentage or a flat amount.  

These adjustments add a one-time fee (Increase) or discount (Decrease) to each payment collected from your customers.  They could be applied to Email Requests, Payment Page Links, Invoices, and Virtual Terminals.

To enable the Automatic Adjustments feature, contact your account representative to provide the following information:

Apply To:  Apply your adjustment CARD or ACH transactions

Label:  The Name of your Adjusment

Type:  A Increase (Fee) or Decrease (Discount)

Rate:  Apply a percentage or a flat amount

Amount:  Percent or flat Dollar Amount

Optional:  Option to include or remove adjustment per transaction

Enabling web service allows a web service key to be created that can be used to submit web service calls through API's

To enable web service:

1. Navigate to your Settings on the left-hand menu 
2. Click on Advanced Settings
3. Click Generate Web Service Key and Save

Now you are able to copy and paste that web service key into the API.

The Days to Pay option is the number of days you will allow your email request to stay active. When you send email payment requests to your customers, a payment request link will be embedded in the email, if the request is not paid within the set length in the Days to Pay field, located in the Optional Settings, the link will expire, and the contact will no longer be able to make a payment. To navigate to the Days to Pay feature:

1. Login to your account and click on Settings

2. Click on to the Advanced Settings section

3. Find the Misc Settings area

4. Enter your desired days to pay

*Note: The default value is set for 7 days.

When your customer is taken to the secure payment page, they will have the option of selecting what day they would like the payment to be submitted based on the allowable time frame given.

If the expiration date has been reached, your customer will be directed to a “request has expired” page. You will need to resend the payment request so your contact is able to make a payment to you or offer them another means of making payment.

You will also be notified of an expired payment request in your History page