If you would like to edit the recipient list for your report, please follow the quick steps below:

1. First go to Reporting, then Report Builder, located on the left-hand side of the screen.

2. From there, scroll to the bottom of the report and click Edit, represented by the pencil icon, located under Actions.

3. From there, click on the X icon to delete anyone from the reporting list. Click Save.

4. To add more recipients, enter their email address in the box and click on the green circle icon. After that, you'll see their email was added to the drop down. Click Save.

It only takes a moment to run a report and access the CSV or PDF file

1. On the left-hand side of the screen, select Reporting and navigate to the History Page.

2. Set a date range to view.

3. Select the All Templates box that appears and select the name of the form to see specific data from a form, template, terminal, or mobile payment.

This way, you'll be pulling a more detailed report that shows all fields e.g. patient account number, invoice number, order number.

4. Click the CSV or PDF at the bottom to download the report.

These instructions provide an example of how to create a new report:

1. To get started select Reporting>Create/View Reports from the sidebar menu

2. Select the time period that you would like to use to filter your results

3. Select your report options:

• Remove Header – will remove column titles from your report, this option will only show data
• Include Totals – this will total the dollar amounts at the bottom of the report
• PDF File – this will create a PDF file report instead of the default Comma Separated View (CSV) report

4. Select the time period that you would like to use to filter your results

5. Select if your report will be All Items, an Email Template, Form, Virtual Terminal, Mobile or Recurring. Your data can be pulled from a specific Template or Form or if you have multiple online forms you can select all forms by choosing All...

6. Choose the fields that you would like to include from the Available fields section by clicking on the field name

7. Click the Add button to move them to your Selected fields list

8. Use the additional filters to narrow your search result

9. Click Save to save your report for future use or click 'display the results' to download your report immediately 

Note: Once you have finished creating your report you can then Scheduling Your Emailed Reports to Go Out

and Editing The Emailed Report Recipients

1. Select Reporting from the sidebar menu, then Create/View Reports

2. Select the report you would like to Schedule Emails for

3. At the bottom of the page select Schedule, shown below in blue

4. Select the starting date for reports to send out

5. Select whether you want your report to get emailed daily, weekly, or monthly

6. Check the Only if there is data check box if you do not want to receive the report if there is no activity

7. Enter the email address the reports are to be sent to and click Add

8. Click Save

9. You should now see scheduled reports at the bottom of the your reports page. At any time you can delete a scheduled report by hitting the 'minus' button or edit your scheduled report by hitting the pencil button shown below

If you would like to provide a refund to your customer for a Credit Card payment made to you, you may easily return funds

1. Click the Reporting -> History page tab in the left-hand menu.

2. Look for the transaction you would like to refund and click view to open the transaction details window.

3. Click on the Void/Refund Payment button on the bottom left corner.

4. You will be asked to confirm that the refund amount will be credited back to your customer.

5. The status will also change to refunded.

The dejavoo terminal transactions are available within the payment portal reports in real time. 

How do I view the dejavoo transaction reporting?

1. Login to your payment portal.
2. Click Dejavoo Transactions.

You can add extra columns such as the Batch # by clicking columns and selecting the desired field.

The payment history feature allows you to view transaction details for your account. The page can show requests, transactions, and allows you to search for a specific transaction by a Reference ID or Transaction #.

To view your payment history follow the steps below:

1. Log into your account with your merchant login.

2. Select Reporting and then select History.

3. Start by deciding if you wish to view Requests or Transactions.

Requests: This table will show requested payments from customers and transactions.

Transactions: This table will show transactions with tabs to view All, ACH, Credit Card, Future(scheduled payments), and ACH  Returned.

Note: ACH and Credit Card options will only show if they are active on the account.

4. You may set a date range and filter payments to a specific form or template then click the Search.

5. The table will display details on the transactions in your set date range. If you would like to view further details for a transaction or request you may select the View button with the magnifying glass to the right.

Note: You are also able to select the specific file icon below the history table to download that report type as CSV or PDF.

In the rare event that an item is returned, you will know about it as soon as it happens. The transaction will be marked as returned and will display it with a returned status on your History tab. To view only returned transactions click the ACH Returns Tab on the History page.

To get your money for the transaction, we suggest that you:

1. Contact your client to make sure they know that the item returned.

2. You may send a payment request to your client so that they can make their payment.

What Does My ACH Return Code Mean?

You can add as many contacts as you'd like into your account. Simply log into your account and click Contacts on the left-hand menu. Click Add Contact to bring up the list of fields you need to fill out.

• To add a contact enter the following required fields:

      - First Name

      - Last Name

      - Email Address

• Optional Fields (not required):

      - Route

      - Account

      - Phone

      - Address 1

      - Address 2

      - City

      - State

      - Zip code

Click Save when finished.

*Note: It will not allow you to create more than one contact with the same email address. Each email address can only be entered one time. If you add a contact with the same Email Address as an existing contact, the First Name and Last Name of the existing contact will be updated.

Video Tutorial

To process a transaction in the virtual terminal, Email, First Name and Last Name are required. To avoid entering this information with each transaction use the Default Contact Settings located in the Basic Settings Options. These settings allow you to set a default contact email, name, or reference ID to be used in a virtual terminal and can be overwritten if needed when running a transaction. The option to use the default contact is found when creating a virtual terminal. 

Uploading your contacts is a simple process:

1. First go to Contacts 
2. Create your upload file (more details below)
3. Click on Upload Contacts
4. Click on the Browse option to search for your file
5. Once you have selected your file, click Submit and your contacts will be imported

Creating Your Upload File:

1. Go to the Contacts tab
2. Click on the Upload Contact List button 
3. Download the Sample File through the link located at the bottom of that page,
4. Fill it out the file you just downloaded
5. Upload the file

You'll see your new contacts appear within a few minutes.

As your contacts update email addresses or phone numbers you will need to update your account with their current information. Follow the steps below to learn how to edit your contacts:

1. Login to your account and select Contacts

2. Locate the contact you wish to edit and click the edit icon located in Options

3. Make the changes you wish to make and click the check mark located in the Options column to save your changes.

4. If you made a mistake and do not want to save your changes, click the X in the Options column to revert to your last saved changes

Under the Contacts tab, simply do the following:

1. Enter the Contact's First Name, Last Name, Email Address, or Phone Number into the appropriate search box

2. Linked2pay will look for contacts in real-time as you type in your contact's information

3. The page will display all contacts that meet the search criteria entered

Note: The search function makes it easy to edit your Contacts

You have the option to delete one contact at a time or multiple contacts at once. Follow the steps below to see how to delete a contact:

1. Click on Contacts located on the left-hand menu
2. Find the contact(s) you wish to delete and check the check box to the left of each contact
3. Click on the red Remove Contact(s) button and confirm you would like to delete the selected contact(s)

Note: At any time, you can add the contact back into your system.

Your customers can make a free wallet account so they can view when they have made payments to you and update their payment information for recurring payments. It's quick, easy and saves them from giving you a call!

In order to view your payment history, you need to sign up for a customer login.

Click the link in the email receipts labeled View My Wallet.

To create an account, you need to provide the following information:

1. Enter a Transaction # from any payment receipt
   
   -If you clicked on View your payments from your payment receipt, this information will automatically be configured for you.
2. Provide the email address used for making payments
3. Create a password
4. Click Create Account

Congratulations! Now you can view your payment history and update your saved credit card payment information.

Viewing your payment history is easy! You can find specific payments by narrowing your search results with any of the following criteria:

• Date range
• Business (DBA) name
• Transaction #
• Payment method
• Requested Amount
• Paid Amount
• Payment date

After you make a customer account, you can update credit cards that are stored in your virtual wallet by clicking My Wallet.  To update a credit card:

1)    Log in to your customer site and click My Wallet

2)     Select the Merchant that you were attempting to pay

3)    Select the credit card you would like to update

4)    Enter the necessary information including:

• Name on Card
• Card Type
• Card Number
• Expiration Date
• Security Code

5)    Once you are ready to update your card, click Update to save your changes.

Congratulations! You’ve successfully updated your credit card!

Once you have logged into your wallet, you can view or pay an any outstanding invoices. To start, log into your 'My wallet' account and select 'My Invoices' from the sidebar menu:

When customer logs into their wallet:

1. Select “My Invoices” from the sidebar menu. 

2. Set a date range to view. 

3. Set filter if you like to search by: Date, Invoice, Business name, First Name, last Name or Status.

4. Once you have found the item you’re looking for, you can either click the PDF Icon to either “Download PDF” or you can click the “Pay” icon to pay the outstanding invoice.

5. When you select the “Pay Icon” you’ll be able to pay any and all outstanding invoices.

6. Once you have selected the invoice you want to pay, you’ll be taken to a secure payment page.

7. Once you have successfully payed your selected invoice, you will receive your confirmation receipt on screen, remember that you’ll also receive an emailed receipt.

8. You can view all your invoice payment history by clicking on “My Payments”

9. Remember you can always locate any payment in the payment history by filtering by date range, company paid or by using of the filters you see below