October 18, 2022
Last updated
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Last updated
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Step 1: Navigate to the Payments tab
Step 2: Click the three dots button to the right of the transaction
Step 3: Select Refund
Step 4: Confirm that the correct transaction is about to be refunded
A new line item for that transaction will populate in the payments ledger, and tagged with the status of "Refunded".
Step 1: Navigate to the Payments tab
Step 2: Click the three dots button to the right of the transaction with the "Failed" status
Step 3: Select Retry
Step 1: When consumers select Make a payment, they are directed to Set up a payment where they can:
Type in the amount
Select their payment method
Toggle on recurring payments to establish frequency
Step 2: Consumers can select the
Number of payments they want to schedule - Up to 24 payments can be scheduled in a single payment setup
Frequency - Payments can be set up bi-weekly or monthly
Step 3: Consumers are prompted to select the date of the upcoming payment
For one-time payments, the single transaction will be processed on the date selected
For recurring payments, the first of N payments will be processed on the date selected
A confirmation sentence will recap the date of the transaction, frequency, and processing time for the selected payment method.
Step 4: Consumers acknowledge the E-Sign Disclosure and Consent with a check box
