What you can do here

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Universal Paymentsite empowers you with tools to help you collect payments and manage your payment transactions.

FEATURES

Process Payments

• Process credit card, debit card, eCheck (ACH) and paper check transactions electronically from anywhere with a computer and a secure Internet connection.
• Associate information about the customer's account with each payment.
• Preload your customer information. Then, at payment time, by using the customer lookup feature, you can pull up repeat customers quickly.
• Keep a customer's payment information on file to allow you to charge future payments without re-entering the customer's payment information every time.
• Set up scheduled payment plans for memberships or subscriptions--or break up a large purchase into smaller individual payments, charged at regular intervals.
• Run an authorization on a credit card, then capture the funds later. This is helpful for situations where you process an order and collect payment information, but ship product at a later date.
• Perform a refund against a previous order--or run a credit if the order was processed elsewhere.
• Scan paper checks and process them electronically (Optional add-on service--requires check scanner device).

Run Reports

• See a quick view of your day's transactions with charts.
• View real-time transaction reports and reprint a receipt from a past order.
• View scheduled payments and unshipped orders (orders that have been authorized, but the funds have not yet been captured).
• See all the transactions in the current batch, with the ability to void any transaction before the batch is processed.

Administer your account

• Add (or upload) customer account information.
• Save a customer's card or bank account information on file for speed, ease and increased security on future payments.
• Customize your payment receipts with your own header and footer text.
• Send automated payment receipt e-mails to your customers (and receive a copy of them yourself, if you like).
• Get automated e-mail notification when a credit card that you have on file (or in a recurring payment) is about to expire.
• Set up custom user roles and access permissions for each role.
• Add, edit and delete users.

What you need to use this portal

To use this portal, you will need:

1. A computer with a broadband internet connection and internet browser.
   1. This portal is tested with the latest versions of Internet Explorer, Firefox, Safari, Edge and Chrome. Other versions or browsers will likely work with this portal, but are not tested or guaranteed.
2. A card-swipe device (optional -- recommended for in-person credit and debit card payments)
1. If you want to use the check scanning and electronic processing service, you will need an RDM 7000i or the Epson check scanner.
3. No other specialized equipment is required.

Card-swipe devices you can use

This portal is configured to work with card-swipe devices for ease of use and to help ensure secure and accurate credit/debit card processing.

This portal is compatible with encrypted and non-encrypted card readers from MagTek. For more information, contact Agave Support at 855-546-8749, option 2.

Other magnetic swipe devices may also work with this portal, but have not been tested for compatibility.

Setting up your card reader

If you ordered a magnetic stripe card reader you’ll find that it is easy to install. Just plug the device into an open USB port on your PC. USB Card readers are "plug & play" with most operating systems. When you first plug the reader into the USB port, a dialog box will open which will guide you through the installation process. Once installed, the LED indicator light will be green when ready to card swipe.

If you have any issues with your card reader installation or operation, please contact the card reader manufacturer.

Logging in & getting around

First Time Login

To log into the portal, go to the URL provided by Agave or by your reseller. At the login prompt, enter the username and password that you should have received when you set up your account.

If you cannot locate your Username and/or Password, please contact Agave Support at:

support@paymentsite.com or call us at 855-546-8749, option 2 for Support.

After you have entered your password, click on the Log in button.

The first member of your organization that logs into the Virtual Terminal must accept the Terms of Use agreement.

Screen Navigation

The Paymentsite Virtual Terminal offers a full navigation menu on the left of the screen, accessed by clicking the icon on the top left which is 3 short horizontal bars stacked. Using this menu, you can navigate directly to the page of your choosing. The pages are collected into Sections. Within sections of functions, you can also navigate from one page to another by clicking on the links in the colored bar at the top of the page.

Changing your Password

You can change your password at any time you like. Please see Changing Your Password in the Administration section of this Help Guide for detailed steps to help you with password management.

Getting set up in the portal

Setting up user roles

If you have several employees who will be doing different things in the portal, one of the first things you'll want to do before you begin using this portal is to set up or assign a role for each type of user.

You can set up your user roles however you like, but there are six default user roles available in the portal. You don't have to use these roles, but you cannot change or delete them.

1. Super user: Someone who has rights to do everything in the portal.
2. Transactions user with Credits: Someone who runs transactions (processes payments) and has permission to run credit transactions. For your protection, you should restrict access to the ability to run a credit.
3. Transactions user: Someone who runs transactions, but doesn't have permission to run credit transactions.
4. Reports user: Someone who needs access to financial reports, but does not process any payments or perform administrative functions.
5. Transaction and Customer User: Someone who can run transactions (no credits) and has permission to manage customers.
6. Transaction and Customer User with Credits: Someone who can run transactions (process payments) AND has permission to run credit transactions. This user also has permission to manage customers.

Please see Setting up User Roles in the Administration section of this Help Guide for detailed information about setting up and maintaining User Roles.

Managing Users

You can give your employees access to the portal for processing payments, viewing reports, and administering the portal. Please see Managing Users in the Administration section of this Help Guide for detailed information about creating and maintaining user accounts.

Managing Your Customers

You can store your customer information (add, delete, and view customers). This allows you to quickly retrieve it to speed payment processing.

Please see Managing Your Customers in the Administration section of this Help Guide for full instructions on Adding and Maintaining your customer records both manually and through file upload.

Saving Cards on File

If you have repeat customers who want you to keep their credit card or bank account number on file for future purchases, you can enter their account information into the portal and it will be available as a payment option whenever that customer makes a new payment.

The advantages of keeping a card or account on file are:

• It makes future purchases faster. When it's time to process a new payment for the customer, you simply use the customer lookup feature, enter the amount, and select card on file as the payment type. No need to collect or type in payment information.
• It increases security. Because the payment information isn't transmitted to the gateway with each transaction, it is less likely to get intercepted in transit.
• If there is uncertainty as to how much the customer might owe at the time of purchase, you can collect their payment information and save it on file, then process the payment later once the amount is known.
• You lower your own risk of compromising customer information by keeping the payment information on our Level 1 PCI-certified system rather than at your office. Remember, credit card numbers must be encrypted when stored if you keep them at your office (see PCI DSS specification for more info).

NOTE: Transactions using a Card On File will process as "card not present" transactions, which can affect processing rates. This is true even if the transaction is set to "retail" if a card on file is used.

Please see Saving Cards And Accounts On File in the Administration section of this Help Guide for detailed information about saving Cards and Accounts on File.

Getting Help

We couldn’t exist without you, our customers. That’s why we’ve staffed our Support Center with fully trained service professionals dedicated to helping you. Whenever you have questions regarding your products, our support representatives are ready, willing and only one call (or e-mail!) away.

Important phone numbers and e-mail addresses

For Merchant Services or Sales inquiries, contact:

Agave Sales at sales@agavepay.com or call us at 855-546-8749, option 1 for Sales.

For assistance, questions and support, contact:

Agave Support at support@agavepay.com or call us at 855-546-8749, option 2 for Support.