Advanced Settings

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