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    • Update the auto-batch time

      You can use the Self-Care Portal to set the time that we automatically close your batches for card transactions.  To...

      November 12th, 2025 809 views 0 likes

    • Block a card

      You can use the Self-Care Portal to block a customer’s card to prevent them from using it in future transactions....

      September 9th, 2025 1065 views 1 likes

    • Unblock a card

      Important: If a card is blocked by a processing rule, you can't unblock it in the Self-Care Portal. To unblock...

      September 9th, 2025 818 views 1 likes

    • Configure your SMS alerts

      You can use the Self-Care Portal to configure SMS alerts for specific payment processing events. For each alert, you can...

      April 24th, 2026 13 views 0 likes

    • Configure your email alerts

      You can use the Self-Care Portal to configure email alerts for specific payment processing events. For each alert, you can...

      April 24th, 2026 14 views 0 likes

    • Edit a user

      Update a user's profile or permissions from the Users settings page. You can change any field except the username —...

      April 24th, 2026 11 views 0 likes

    • Delete a user

      Delete a user to remove their access to the Self-Care Portal. We store deleted accounts on our system for auditing...

      April 24th, 2026 13 views 0 likes

    • View payment cards that you can accept

      Use the Settings page to view the card types that are currently enabled on your account, such as Visa, Mastercard,...

      April 24th, 2026 13 views 0 likes

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