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You can use the Self-Care Portal to void a transaction that is in an open batch. After you void a...
October 24th, 2025 1922 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 2657 views 1 likes
Open batch transactions can be set to one of three statuses before settlement: Ready — Include the transaction in settlement....
April 24th, 2026 277 views 0 likes
After you run a sale, you can add enhanced data to the transaction at any time before it settles. Use...
April 24th, 2026 259 views 0 likes
You can use the Self-Care Portal to create a one-time or recurring transaction report that you can email to one...
April 16th, 2026 683 views 0 likes
Use the Billing section to view and download your monthly invoices from Worldnet. Each invoice shows the Invoice ID, month,...
April 24th, 2026 214 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 20 views 0 likes
Self-Care Portal/Payroc Gateway Use the Self-Care Portal to email a receipt to a customer. The steps you need to follow...
April 24th, 2026 267 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 209 views 0 likes
Use the Self-Care Portal to create taxes that apply to transactions on the Virtual Terminal and the Payroc App. If...
May 18th, 2026 131 views 0 likes
You can create an enhanced data template that you can then select each time you run a sale. When you...
September 26th, 2025 1200 views 2 likes
You can edit an enhanced data template on the Self-Care Portal. To edit an enhanced data template, complete the following...
September 26th, 2025 1057 views 1 likes
You can deactivate or reactivate an enhanced data template on the Self-Care Portal. Deactivate a template On the side menu,...
September 26th, 2025 1732 views 1 likes