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Updated 2026-08-04

Visa CEDP: Run a sale with enhanced data on the Self-Care Portal

Self-Care Portal

Use the Self-Care Portal to enter enhanced data when you run a sale, if the customer uses a commercial card. We recommend that you provide high-quality information for each item you are selling to qualify for better rates from card brands.

Run a sale

  1. Log in to https://payments.payroc.com/merchant/selfcare/ (opens in a new tab).
  2. From the navigation menu, select Virtual Terminal, and then select Sale.
  3. Enter information for the sale and the cardholder's payment information. If you enter an eligible commercial card, the portal indicates that you can add enhanced data.

Note: To qualify for Visa CEDP, you must enter the tax rate when you run a sale. You can’t add the tax rate after the sale.

  1. Select ADD ENHANCED DATA.
  2. (Optional) In the Customer Information section, enter the customer reference number and the shipping address.

Note: To qualify for Visa CEDP, you must enter the shipping address when you run a sale. You can’t add the shipping address after the sale.

  1. In the Items section, select ADD LINE.
  2. Enter the line-item information. Be aware of the following:
    • Description - Enter a specific description for the item. Don't send a generic description, for example, “MISC” or “N/A”.
    • Tax Rate - Enter the tax rate for the item. If you are shipping an item to the cardholder, use the tax rate at the cardholder's location. If you aren't shipping the item, use the tax rate at your merchant location.

Items section with line-item fields, including Description and Tax Rate, and the ADD LINE button

  1. (Optional) Complete the following sections:
    1. Sales Discount
    2. Sales Tax
    3. Transaction Summary
  2. Confirm that the Total Sale Amount is the same as the Amount that you entered in Step 3. If they don't match, complete the following steps:
    1. Select BACK.
    2. Update the Amount to match the Total Sale Amount.
  3. Select PERFORM SALE. When the sale is complete, the portal displays the receipt.