Click
Payment Center
.
Click
Take a Payment
.
Select a curency and enter the amount of the payment.
Enter a transaction description if desired.
Check
Authorize only
if you want to manually capture the payment for settlement at a later time.
Search for a customer if you want to include the information for an existing customer, or click
Add new customer
and enter the customer name and address if you want to add a new customer.
Enter the card number, expiration date, and security code..
ADDITIONAL INFORMATION
The security code is the three-digit code found on the back of the payment card, next to the cardholder signature. For American Express cards, the security code is four digits and is found on the lower right corner of the front of the card.
Check
Add billing and shipping information
if you did not include a customer previously and if you want to include the billing and shipping information with this payment.
Enter the first and last name.
Begin typing the street address.
Step Result
Suggested street addresses appear. Click the address for the customer when it appears.
Check
Use a different shipping address
if the shipping address is different from the billing address. Enter the first and last name, and begin typing the street address.
Step Result
Suggested street addresses appear. Click the address for the recipient when it appears.
ADDITIONAL INFORMATION
Applicable tax rates may vary depending on the billing or shipping address.
Click
Edit
if you want to change the tax jurisdiction.
ADDITIONAL INFORMATION
Select the tax jurisdiction, select the tax type or types, and enter the tax rate or rates. Click
Save
to save the tax jurisdiction and tax rate or rates.
Click
Charge
.
Click
Take new payment
if you want to take another payment, or click
Transaction details
to view the transaction details.

RESULT

Click
Payment Center
.
Click
Take a Payment
.
Click
Itemized sale
Select a currency.
Enter a transaction description if desired.
Check
Authorize only
if you want to capture the payment manually for settlement at a later time.
Click
Add item or service
.
Enter an item ID number, item name, quantity, and unit price.
Click
Add discount
if you want to include a discount.
ADDITIONAL INFORMATION
Select whether you want the discount to be an amount based on a currency or percentage, and enter the amount of the discount.
Click
Edit
if you want to change the tax jurisdiction.
ADDITIONAL INFORMATION
Select the tax jurisdiction, select the tax type or types, and enter the tax rate or rates. Click
Save
to save the tax jurisdiction and tax rate or rates.
Click
Save item
.
Repeat the previous step if you have more items or services to add.
Search for a customer if you want to include the information for an existing customer, or click
Add new customer
and enter the customer name and address if you want to add a new customer.
Enter the card number, expiration date, and security code..
ADDITIONAL INFORMATION
The security code is the three-digit code found on the back of the payment card, next to the cardholder signature. For American Express cards, the security code is four digits and is found on the lower right corner of the front of the card.
Check
Add billing and shipping information
if you did not include a customer previously and if you want to include the billing and shipping information with this payment.
Enter the first and last name.
Begin typing the street address.
Step Result
Suggested street addresses appear. Click the address for the customer when it appears.
Check
Use a different shipping address
if the shipping address is different from the billing address. Enter the first and last name, and begin typing the street address.
Step Result
Suggested street addresses appear. Click the address for the recipient when it appears.
ADDITIONAL INFORMATION
Applicable tax rates may vary depending on the billing or shipping address.
Click
Add freight/shipping
if freight or shipping applies, and enter the freight/shipping amount.
ADDITIONAL INFORMATION
Freight and shipping do not apply for services.
Click
Add duty
if duty applies, and enter the duty amount.
ADDITIONAL INFORMATION
Duty does not apply for services.
Click
Charge
.
Click
Take new payment
if you want to take another payment, or click
Transaction details
to view the transaction details.

RESULT

Click
Payment Center
.
Under
Type
, select
Authorization
.
Use the search option to search by customer name, card number, or amount. Or, use the pagination controls to manually search for the transaction.
Click

and select
Capture payment
.

RESULT

Click
Payment Center
.
Under
Status
, select
Pending
.
Use the search option to search by customer name, card number, or amount. Or, use the pagination controls to manually search for the transaction.
Click

and select
Void transaction
.
Confirm that you want to void this transaction and click
Void transaction
, or click
Cancel
if you decide not to void the transaction.

RESULT

Click
Payment Center
.
Use the search option to search by customer name, card number, or amount. Or, use the pagination controls to manually search for the transaction.
Click

and select
Refund transaction
.
Confirm that you want to email a receipt to the customer. Uncheck
Email transaction receipt to customer
if you do not want to send an email receipt. Update the customer's email if necessary.
Enter the refund amount if you want to submit a partial refund.
ADDITIONAL INFORMATION
The refund amount defaults to the full amount of the original transaction.
Enter a reason for the refund if desired.
Click
Submit refund
, or click
Cancel
if you decide not to refund the transaction.

RESULT

Click
Payment Center
.
Under
Status
, select
Held for review
.
Use the search option to search by customer name, card number, or amount. Or, use the pagination controls to manually search for the transaction.
Click

and select
Accept transaction
if you want to process the transaction as usual, or select
Reject transaction
if you want to prevent the transaction from processing.

RESULT

Sign in to the dashboard.
Click the Plan name text box, and type the plan name.
(Optional) Click the Plan description text box, and type a plan description.
From the Amount drop-down menu, choose a currency.
From the Frequency drop-down menu choose the billing frequency. If you choose a custom frequency, follow Steps
a
and
b
. If you do not choose a custom frequency, skip to Step 6.
Set the billing frequency. Click the Repeat every text box, and enter a repetition number.
From the drop-down menu, choose the type of time period.
From the Billing cycles drop-down menu, choose
Indefinite
or
Set number of billing cycles
. If you choose
Set number of billing cycles
, follow Step
a
. If you choose
Indefinite
, skip to the optional Step 7.
Click the Billing Cycles text box, and type the billing cycle number.
(Optional) To include an initial setup fee, click the Setup fee text box, and type the initial setup fee.

To create a new subscription in an existing plan, click the three-dot menu icon ( ) in the Actions column. Choose
Create Subscription
from the drop-down menu. For more information about creating subscriptions see the Create Subscription section.
To activate a plan, choose the inactive plan you want to activate, and click the three-dot menu icon ( ) in the Actions column. Choose
Activate Plan
from the drop-down menu.
To deactivate a plan, click the three-dot menu icon ( ) in the Actions column, and choose
Deactivate Plan
. Click
Deactivate Plan
in the confirmation box.
ADDITIONAL INFORMATION
When you deactivate a plan, the existing subscriptions associated with the plan are not impacted. You cannot create new subscriptions for inactive plans.
To delete a plan, click the three-dot menu icon ( ) in the Actions column, and click
Delete Plan
. In the confirmation box, click
Delete Plan
.
ADDITIONAL INFORMATION
You cannot delete a plan if it is used in one or more subscriptions. If you click
Delete Plan
, the
This plan can't be deleted
message displays.

Select
Payment Center
, click the plus symbol menu icon ( ) in the dashboard. Select
Create Subscription
.
In the Create Subscription interface, select the drop-down field under Customer. Search for and select an existing customer to add to a new subscription.
To add a new customer, select the field under Customer. Choose
Add new customer
at the bottom of the drop-down menu. The Add customer window appears.
Select the displayed fields individually, and enter the information for the customer.
Select the
Billing address
field. Click
Add new address
at the bottom of the list, and search for the address or enter it manually. When the address is entered, click
Save
.
(Optional) After entering the customer's address, you can create a shipping address different from the billing address by unchecking the box next to Shipping address same as billing and entering the shipping address.
(Optional) You can enter the Customer reference ID and/or Phone information for the customer in the fields beneath Additional details.
To enter the subscription name, click the field under Subscription name, and enter the name of the subscription, or you can keep the name generated for the subscription unchanged.
Under Plan, click the drop-down menu, and choose the plan to which you are attaching the subscription.
(Optional) To review the details of the selected plan, click
View plan details
. This displays the plan's cost, billing frequency, billing duration, and other information.
Select the date on which the subscription starts.
Click
Save Subscription
.

To view all registered subscriptions, select
Payment Center
, and select
Subscriptions
.
Select a subscription to view its details.
To suspend a subscription, click
Suspend subscription
. When the confirmation window appears, click
Suspend Subscription
.
To reactivate a subscription, select a suspended account. Click
Reactivate subscription
. When the confirmation window appears, click
Reactivate Subscription
.
To review the Payment history for the last 12 months of a subscription's activity, click
Show more
under Payment history within Subscription details.
If a subscription has a Delinquent status, you can click the lowercase
i
next to the subscription's status to view why it is delinquent.
To view the Plan details associated with a subscription, select the associated
[Plan name]
next to Plan within Subscription details.
To review an individual transaction, select
Transactions
under Payment Center.

To begin editing a subscription, click
Payment Center
and select
Subscriptions
.
Select the subscription you wish to edit.
Click
Edit subscription
.
Within the Edit Subscription interface, select the field(s) to modify, and enter the modified information.
ADDITIONAL INFORMATION
You can alter only the Subscription name if the subscription has processed its first payment.
If the subscription has already processed a payment, you can manually recreate it. Click
Cancel and create new subscription
under View plan details, and click
Cancel Subscription
to cancel the subscription.

To begin managing a subscription, navigate to the Payment Center, and click
Subscriptions
.
To view a description of plans and how they work together, click
How do plans and subscriptions work?
.
ADDITIONAL INFORMATION
The Subscription summary section displays within the Subscriptions section. It shows the Average yearly total, which is the total amount you will earn over the course of the year with all active subscriptions. It shows also the Total Subscriptions and the total number of Suspended Subscriptions.
Within the subscriptions list, choose a subscription to manage.
Under Actions, click the three-dot menu icon ( ) to view the subscription's management options.
ADDITIONAL INFORMATION
For Active status subscriptions, the View details, Edit Subscription, Suspend subscription, and Cancel subscription menu options display.
For Suspended status subscriptions, the View details, Reactivate subscription, and Cancel subscription menu options display.
For Pending status subscriptions, the View details, Edit subscription, and Cancel subscription menu options display.
For Cancelled status subscriptions, the View details and Restart Subscription menu options display.
To filter subscriptions based upon Frequency, click the
Frequency
drop-down menu, and choose the desired filter(s).
To filter subscriptions based upon Status, click the
Status
drop-down menu, and choose the desired filter(s).
To suspend an Active status subscription, click the three-dot menu icon ( ) drop-down for the subscription, and select
Suspend subscription
. When the confirmation window appears, click
Suspend Subscription
.
To cancel a subscription, click the three-dot menu icon ( ) drop-down for the subscription, and select
Cancel subscription
. When the confirmation window appears, click
Cancel Subscription
.

To navigate to your profile information, either click the tab that contains your profile name and an arrow symbol ( ), or click the
Settings
tab and select
My Profile
.
To edit your profile name, click the pencil icon ( ) next to your profile name.
The first and last name input fields appear. Enter your first and last name.
Click
Save
. When the merchant account has been succesffully created, a save validation message appears.

To navigate to your profile information, click the tab that contains your profile name and an arrow symbol ( ), or click the
Settings
tab and select
My Profile
.
To change your password, click
Change password
.
The Change password page opens.
Click the
Current password
field, and enter your current password.
Click the
New password
field, and enter your new password.
Click the
Confirm new password
field, and re-enter the new password.
ADDITIONAL INFORMATION
Your new password must meet the requirements listed under
Password must
on the Change password page.
Click
Save
. A save validation message appears.

To navigate to your profile information, either click the tab that contains your profile name and an arrow symbol ( ), or click the
Settings
tab and select
My Profile
.
To update your email information, click the pencil icon ( ) next to your email address.
The Update email address page appears.
Click the
New email address
field, and enter your new email address.
Click the
Confirm new email address
field, and re-enter the new email address.
Click the
Enter your password field
, and enter your profile password.
Click
Save
.
When the Enter verification code prompt appears. Find the verification code sent to your email address, and enter that code at the Enter verification code prompt.
ADDITIONAL INFORMATION
If you do not receive an email containing the verification code within a reasonable time, click the
Resend code
link.
Click
Verify code
. A save validation message appears.
ADDITIONAL INFORMATION
If you do not successfully complete the verification process, an orange
Not verified
tag appears under your email address. When the process is completed successfully, a green
Verified
tag appears instead.

To navigate to your profile information, click the tab that contains your profile name and an arrow symbol ( ), or click the
Settings
tab and select
My Profile
.
To update your mobile phone number, click the pencil icon ( ) next to your phone number.
The update mobile number page appears.
Click the
New mobile number
field, and enter your new mobile number.
Click the
Confirm new mobile number
field, and enter the same mobile number.
Click the
Enter your password
field, and enter your profile's password.
Click
Next
.
When the two-step authentication prompt appears. Find the verification code sent to your mobile phone. Enter the eight-digit verification code in the Verification code prompt.
Click
Submit
. A save validation message appears.
ADDITIONAL INFORMATION
If you do not successfully complete the verification process, a
Not verified
tag appears under your mobile number. When the process is completed successfully, a Verified tag appears instead.

To navigate to your profile information, click the tab that contains your profile name and an arrow symbol ( ), or click the
Settings
tab and select
My Profile
.
In the Preferences section, click the Time zone drop-down menu.
Choose a time zone.
3. Click
Save
. A save validation message appears.

From the Settings tab, click
My business
.
On the My business page, click
Edit
.
To change your business phone number, perform the following actions:
Click the country code drop-down menu, and choose a code.
Select the
Phone number
field, and enter the phone number.
Click
Save
. A save validation message appears.
To change your business email address, perform the following actions:
Select the
Email address
text field, and enter the email address.
Click
Save
. A save validation message appears.
To change the business website, perform the following actions:
Select the
Website
text field, and enter the website URL.
Click
Save
. A save validation message appears.

From the Settings tab, click
My business
.
In the Upload logo section, click the
Drag and drop your logo or click to browse
box, or drag an image from your image source to the box, and drop it. When you choose a file to upload and place it in the upload box, a preview of the image appears.
ADDITIONAL INFORMATION
You can use only images that are 2 MB or smaller. Images must be in one of the following file types: GIF, PNG, SVG, or JPEG. No other file types are accepted for your logo.
Click
Save
. A save verification message appears.

From the settings tab, click
Payments
.
Click the
Default currency
drop-down menu, and choose
USD
or
CAD
.
Click
Save
. A save verification message appears.

From the Settings tab, click
User management
.
Click
Add user
.
Enter the name, username, email address, and phone number for each user.
Click the Select a role drop-down menu, and choose a role for the user.
ADDITIONAL INFORMATION
When you choose a role for a new user, a View role permissions drop-down menu appears. You can review the role's permissions by clicking this drop-down menu. You cannot modify permissions from this interface.
(Optional) In the
Job title
field, and enter the user's job title.
Click
Add user
. A save verification message appears.
ADDITIONAL INFORMATION
When you complete this action, a verification email is sent to the user's listed email address. The user must take action on this verification email within 24 hours for the add user process to complete successfully.

From the Settings tab, click
User management
.
From the Users tab of the User Management window, click on a username.
(Optional) To search for a specific user, click the
Search user by name or email
field, and enter the user's name or email address.
(Optional) To organize the table based upon a specific column value, click a column title. You can filter the table order by clicking
Date created
,
Username
,
Name
,
Role
,
Email
, or
Status
. Click a value once for ascending, twice for descending, and a third time to reset the value to its default order.
Click the row containing the user's information. The User profile page appears for that user.
ADDITIONAL INFORMATION
You can edit the user's information also within the Actions column. In the row containing the user's information, click the three-dot icon ( ), and click
Edit
.
To edit the user's name, click the pencil icon ( ) by the user's name.
Enter the first and last name of the user, and click
Save
. A
Saved
status message appears.
To edit the user's job title, click the pencil icon ( ) in the Additional information segment of the window.
Enter the user's job title in the
Job title
field, and click
Save
. A
Saved
status message appears.

From the Settings tab, click
User management
. Ensure that you are viewing the Users tab, rather than the Roles & Permissions tab.
To enable a user, click the three-dot menu icon ( ) in the Actions column of the user's row, and follow these steps:
Select a user with an Inactive Status, and click
Enable
.
Click
Enable
in the
Enable user?
message. The users status changes from Inactive to Active.
To disable a user, click the three-dot menu icon ( ) in the Actions column of the user's row, and follow these steps:
Select a user with an Active Status, and click
Disable
.
Click
Disable
in the
Disable user?
message. The user's Status changes from Active to Inactive.
To delete a user, click the three-dot menu icon ( ) in the Actions column of the user's row, and follow these steps:
Click
Delete
.
Click
Delete
in the
Delete user?
message. A verification message appears, and the user is no longer viewable.

From the Settings tab, click
Integrations
.
To view a specific key, click the row containing it.
To copy the Key ID, click the
Copy
button ( ). A
Key ID copied to clipboard
verification message appears.

From the Settings tab, click
Integrations
.
Select the
Search keys
text field.
Enter a Key ID. The entered key appears.
ADDITIONAL INFORMATION
No input type other than an API Key ID produces search results.

From the Settings tab, click
Integrations
.
To filter REST keys by type, click the Key Type: drop-down menu. Follow one or both of these options:
ADDITIONAL INFORMATION
To filter the keys by REST - Shared Secret, check the box next to this option.
To filter the keys by REST - Certificate, check the box next to this option
When filtering keys by the below variables, ensure that the Select all box is not checked.
To filter REST keys by status, click the Status: drop-down menu. Follow one or both of these options:
ADDITIONAL INFORMATION
To filter the keys by Active status, check the box next to this option.
To filter the keys by Expired status, check the box next to this option.

From the Settings tab, click
Integrations
.
Click the row containing the key you choose to download.
In the Key details pane, click the
Download key
button ( ). A download result prompt or confirmation message appears in your browser, showing the key downloaded as a
.txt
file.

From the Settings tab, click
Integrations
.
To delete a key, follow one of these the methods, and then proceed to
Step 3
.
Click the row containing the key you choose to delete, and when the Key details pane displays, click the
Delete key
button ( ).
Click the three-dot menu icon ( ) in the Actions column for the key, and click
Delete
.
At the confirmation prompt, click
Delete
. A
Key deleted successfully
verification message will appear.

From the Settings tab, click
Integrations
.
Click the
Create Key
button ( ).
Select the key type Shared Secret, and click
Generate key
.
To retain the Shared Secret key generated, perform one or all of the following steps:
ADDITIONAL INFORMATION
(Optional) When the
Key created successfully
page opens, you can copy the
Key ID
or the
Shared secret
by clicking the
Copy
button ( ) next to each.
(Optional) To download the generated key, click the
Download
button ( ).
(Optional) To generate another key, click
Generate another key
.
ADDITIONAL INFORMATION
You must save or record the
Key ID
and
Shared secret
strings before closing the
Key created successfully
dialog box. No key information can be recovered. If you lose the key information, you must create a new key.

From the Settings tab, click
Integrations
.
Click the
Create Key
button ( ).
Select the key type Certificate, and click
Generate key
.
Click the
Download
button ( ).
When the
Protect your key file with a password
dialog box appears, create a password.
ADDITIONAL INFORMATION
Your password must be 12-25 characters, and it cannot contain your username or organizationID. It must include both uppercase and lowercase letters, at least one number, and at least one of the following special characters: ().-_#,;/@$:&!?%. No other special characters will be accepted.
Click
Download key
. The
.p12
file downloads to your system. If prompted by your system, approve or select the download location.
Click the downloaded file to initiate the key generation process.
When prompted to either save or open the file, select
Open
, and follow the prompts to create and activate a new security key.
(Optional) Return to the
Key created successfully
prompt. Select the Public PEM formatted certificate text field, and provide the Public PEM formatted certificate information.
ADDITIONAL INFORMATION
If no Public PEM formatted certificate information is provided, a public-private key pair is generated in your browser and secured in a
.p12
file.