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Use the Self-Care Portal to void a transaction that is in an open batch. After you void a transaction, its...
October 24th, 2025 2005 views 1 likes
Use the Self-Care Portal to run a card refund from the Virtual Terminal or from a closed-batch transaction. After you...
October 24th, 2025 2744 views 1 likes
Use the Self-Care Portal to capture a pre-authorization to complete a payment. You can do one of the following: Capture...
August 6th, 2026 35 views 0 likes
Use the Self-Care Portal to change the status of open-batch transactions to one of the following statuses: Ready — Include...
April 24th, 2026 317 views 0 likes
Use the Self-Care Portal to create a one-time or recurring transaction report that you can send by email. From the...
April 16th, 2026 727 views 0 likes
Use the Self-Care Portal to view and download your monthly invoices. Each invoice shows the Invoice ID, month, year, date...
April 24th, 2026 248 views 0 likes
You can export transaction data to a CSV file from the Open Batch and Closed Batch reporting sections. The export...
April 24th, 2026 36 views 0 likes
Use the Self-Care Portal to flag transactions for manual review before they automatically settle. You can set a threshold amount...
August 25th, 2026 24 views 0 likes
Use the Self-Care Portal to email a receipt to a customer. The steps you need to follow depend on the...
April 24th, 2026 287 views 0 likes
Use the Self-Care Portal to print a receipt for a transaction. The steps you need to follow depend on the...
April 24th, 2026 241 views 0 likes
Use the Self-Care Portal to create taxes that you can apply to transactions on the Virtual Terminal, Payroc App, and...
May 18th, 2026 180 views 0 likes
Important: This article applies only to the Visa Commercial Enhanced Data Program (CEDP). Use the Self-Care Portal to add or...
April 24th, 2026 312 views 0 likes
Important: This article applies only to the Visa Commercial Enhanced Data Program (CEDP). Use the Self-Care Portal to create an...
September 26th, 2025 1284 views 2 likes
Use the Self-Care Portal to edit an enhanced data template. Log in to https://payments.payroc.com/merchant/selfcare/. On the side menu, select Settings,...
September 26th, 2025 1111 views 1 likes
Use the Self-Care Portal to deactivate or reactivate an enhanced data template. Deactivate a template On the side menu,...
September 26th, 2025 1759 views 1 likes
Use the Self-Care Portal to add custom fields to collect additional information during a sale or a refund. After you...
August 6th, 2026 36 views 0 likes
Use the Self-Care Portal to edit a custom field, for example, the display name and location where the custom field...
August 6th, 2026 29 views 0 likes
Use the Self-Care Portal to delete a custom field. After you delete a custom field, it no longer appears in...
August 6th, 2026 42 views 0 likes
Use the Self-Care Portal to create a predefined tip that customers can select and apply to transactions on the Virtual...
August 24th, 2026 29 views 0 likes
Use the Self-Care Portal to require cardholders to enter their card verification value (CVV) when they make payments through the...
August 27th, 2026 21 views 0 likes
If you use a payment device to run transactions and want to manually enter customers' payment details, you need to...
If you use a payment device to run transactions and you want to complete a transaction without requiring the cardholder's...
August 27th, 2026 22 views 0 likes