Use the Self-Care Portal to configure email alerts so that you receive notifications for events that happen on your account, such as sales and refunds.
In the Self-Care Portal, you can receive email alerts for the following events:
| Event | Description |
|---|---|
| Daily Net Sales | Receive a daily summary of processing totals, including net total, net sales, net voids, and net refunds. |
| Sale Approval | Receive a notification each time the cardholder's issuing bank approves a sale. |
| Sale Decline | Receive a notification each time the cardholder's issuing bank declines a sale. |
| Sale Pending | Receive a notification each time a transaction changes to pending. |
| Sale Voided | Receive a notification each time a void occurs. |
| Sale Refunded | Receive a notification each time a refund occurs. |
| Sale Fraud Risk Rejection | Receive a notification each time the fraud risk engine blocks a transaction before it reaches the cardholder's issuing bank. |
You can choose to receive email alerts for:
- All transaction events – Receive email alerts for all transaction events that happen on your account, except Daily Net Sales.
- Specific events – Receive email notifications for events that you specify.
Configure email alerts for all transaction events
Note: If you follow these steps, you won't receive alerts for Daily Net Sales. To receive alerts for transaction events and Daily Net Sales, go to Configure email alerts for specific events.
- Log in to https://payments.payroc.com/merchant/selfcare/.
- From the navigation menu, select Settings, and then select Terminal.
- In the Notification Email field, enter the email address of the recipient.
- From the Notification Language dropdown menu, select the default language for your notifications.
- Select UPDATE SETTINGS.
Configure email alerts for specific events
To configure email alerts for specific events, complete the following steps:
1. Access your email alerts
- Log in to https://payments.payroc.com/merchant/selfcare/.
- From the navigation menu, select Settings, and then select eMail Alerts.
2. Configure your email alerts
For each email alert that you want to configure, complete the following steps:
- From the On/Off column, select the checkbox to enable the email alert.
- From the Email Address column, enter the email address of the recipient.
- (Optional) To receive alerts based on the transaction amount, from the When dropdown menu, select one of the following options:
- Less than — Send the alert when the transaction amount is less than the threshold amount that you enter.
- More than — Send the alert when the transaction amount is more than the threshold amount that you enter.
- (Optional) From the Current Value column, enter the threshold amount in USD.
- Select UPDATE EMAIL ALERTS.