Account updater reports show which stored cards have been automatically refreshed with updated card details. Run this report to review which cards were updated and confirm the results. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Reporting, and then select Account Updater. Set the date range for the repo...

Use the Self-Care Portal to view the open batch and to search for closed batches. View the open batch Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Reporting, and then select Open Batch. Search for a closed batch Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Re...

If you have access to more than one processing terminal, you can switch between them in the Self-Care Portal. Log in to https://payments.payroc.com/merchant/selfcare/. Select the dropdown menu that shows your current processing terminal ID. Note: The dropdown menu shows only the terminals you have access to. Select the processing terminal you want t...

You can reset your password from the Self-Care Portal login screen. If you are locked out of your account, you need to reset your password to regain access. To reset your password, you need your merchant ID, your username, and the email address linked to your Self-Care Portal account. Note: Your welcome email includes your merchant ID and username. ...

When you run a card transaction, we return a response indicating whether the payment was approved or declined. We may also include Address Verification Service (AVS) or Card Verification Value (CVV) results. For transactions you run using the Virtual Terminal, we return the response on the receipt page. This article covers: Transaction response type...

Use the Self-Care Portal to print a receipt for a transaction. The steps you need to follow depend on the payment method the customer used and whether the transaction is in an open or closed batch: Print a receipt for a card transaction from an open batch Print a receipt for a card transaction from a closed batch Print a receipt for a bank transfer ...

The Self-Care Portal dashboard displays information about your payment activity, including live transactions and historical trends. To view your dashboard, complete the following steps: Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Dashboard. The dashboard opens and displays the following panes: Top Perio...

Open batch transactions can be set to one of three statuses before settlement: Ready — Include the transaction in settlement. Pending — Hold the transaction back from settlement until set to Ready. Void — Permanently exclude from settlement. If you set a transaction status to Void, you can't change it back to Ready or Pending. Note: Depending on you...

Hosted Payment Page templates control the appearance of Hosted Payment Pages shown to your customers. You can configure templates for different channels, for example, WEB or MOTO, and for mobile and tablet devices. Your user account must have Pay Pages permission to complete this task. Log in to https://payments.payroc.com/merchant/selfcare/. From t...

Use the Self-Care Portal to email a receipt to a customer. The steps you need to follow depend on the payment method that the customer used for the transaction: Email a receipt for a card transaction Email a receipt for a bank transfer transaction Email a receipt for a card transaction Log in to https://payments.payroc.com/merchant/selfcare/. Locate...

Use the Secure Tokens list to find a stored token by merchant reference, card number, or other details. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Customers, and then select Secure Tokens. Use the filters to search for the secure token. The matching tokens appear in the list. To clear the search, selec...

The expiring secure tokens view lists customers whose stored card tokens are nearing expiry. Use this to identify cards that may need to be re-collected or that account updater has not yet refreshed. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Reporting. Select the Customers tab, and then select Secure ...

Remove a secure token from the Self-Care Portal when you no longer need it. Note: You can't delete a secure token that is linked to an active subscription. Remove the token from any active subscriptions before you delete it.   Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Customers, and then select Secure...

Update the payment details stored against a secure token. You can't change the merchant reference, token reference, or modification date. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Customers, and then select Secure Tokens. Use the filters to search for the secure token. From the Action column, select t...

You can raise a support ticket directly from the Self-Care Portal if you need help or have a transaction query. Log in to https://payments.payroc.com/merchant/selfcare/. From the navigation menu, select Contact Support. Select the priority level and category for your query: General Support Transaction Query Bug Report Other Enter a subject and your ...