** Best experienced in Full Screen **
20 STEPS
1. Welcome to this Introduction to the Fortis Merchant Portal.
2. After logging in, the Merchant Portal will open to the Dashboard.
The Dashboard has several preset views to provide the most commonly referenced transaction data at a glance.
3. If you have access to multiple locations you can use the Location Menu, located in the upper left, to switch to another location.
4. The dashboard can also be filtered by Merchant Account.
5. Clicking the icon in the upper right corner gives access to the user's Settings and the Log Out function.
6. The Gateway menu includes the options to process payments and manage Customer contact information and any saved payment methods.
7. Virtual Terminal can be used to run one-time credit card and ACH transactions.
8. Quick Invoice allows the creation of Quick Invoice transactions and contains a searchable log of previously created Quick Invoices.
9. Recurring Billing allows the creation of Recurring Billing transactions and contains a searchable log of previously created Recurring Billings.
10. Customers allows the creation and lookup of Customer Wallets .
11. The Reporting menu contains reports related to processed and rejected transactions.
12. The Gateway Reports section contains the Batches, Transactions, and Recurring Billing Declines reports.
13. Reports can also be run for Settled ACH or Credit Card Transactions and ACH Rejects depending on what payment methods are enabled for the account.
14. Detailed information on merchant account Deposits, processing Statements, and Chargebacks will be available in these tabs.
15. Admins Only Access
(Support Level 3)
The Settings menu gives administrators access to the settings of the current Location, the location's Merchant Accounts, Notifications, and Users Management.
16. Example of Location Settings
17. Example of Merchant Accounts Settings
18. Example of Notifications Settings
19. Example of Manage Users Settings
20. This concludes the Introduction to the Fortis Merchant Portal.