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  1. SARA
  2. Self Service Portal
  3. Payments

Payments

  • Merchant Data Storage
  • How do I save a different default view for my customer to see (customer portal link)?
  • How to setup Online Bill Pay (OLBP) - Setup Customers
  • Reconciling Online Bill Pay (OLBP) transactions with your ERP system
  • How to purge Online Payments
  • How to process payments using Online Bill Pay (OLBP)
  • How to setup Online Bill Pay (OLBP) - Merchant Account setup
  • How to setup Online Bill Pay (OLBP) - Setup Company
  • What is Online Bill Pay (OLBP) and how is it used? (OLBP overview)
  • Understanding Multi-Currency Settings
  • Option to hide Closed Invoices, Payments and Messages
  • Account Hierarchy for Self Service
  • Account Hierarchy Online Payments
  • Importing Payments
  • Online Bill Pay - Saved Credit Cards
  • Setting a default payment method
  • Updating the payment method for a customer
  • Making online payments
  • Adding a Payment Method Solupay Merchant
  • Adding a Payment Method using APS
  • Automated CC Expiration Warning Emails
  • Setting Up Multiple Web Hooks
  • Enabling Partial Payments
  • Merchant Account Contacts
  • Dual Merchant Account Overview
  • What Data is Used for Solupay Payments
  • What Data is Used for APS Payments
  • Online Payment and AutoPay Info - Views and Grids
  • Online Payment Confirmation
  • Net payments and applications - Self Service
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