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Quick Start Guide: Set Up and Use Your AndDone Payments Portal

A simple resource to setup your AndDone payments portal, start collecting payments, and make the most of your new solution.

Check out our Payments Portal Walkthrough video or follow the quick steps below to setup your portal, create your first payment link, and begin using your new solution with confidence.

 

Let’s being by logging in: Click here: https://portal.anddone.com/#/login

Step 1: Set Up Your Portal

Start by adding the basics that make the payment experience feel familiar to your insureds and easy for your team to manage.

  • Branding: Go to Settings >> Branding to update your business name, upload your logo, and adjust colors to match your brand.
  • Users: Go to User Management to add team members, assign the right role, and activate user accounts.  The portal includes Admin and Basic (view only) users  options to get started.
  • Notifications: Go to Settings >> Notifications to choose which payment activity alerts your team should receive.  Add preferred email address(s) & enable.

Best practice: We recommend enabling the following merchant notifications:

  • Merchant Payment Authorization
  • Merchant Chargeback
  • Payment Settlement

Step 2: Create and Share a Payment Link

Payment links make it easy to send insureds/ shoppers a secure way to pay without extra setup or complicated steps.

  1. From the left-hand menu, select Payment Link.
  2. Choose Create Link.
  3. Complete the required fields marked with an asterisk under Transaction Details.
  4. Create the link, then copy & paste and send to your shopper.

 Once your insured/ shopper clicks on their payment link- they will be able to easily complete their payment. 

Step 3: Manage Payments with Confidence

After a shopper makes a payment, go to Payments to view transaction details, shopper information, totals, status updates, and receipt options.

  • Void: Available while the transaction is still Authorized. The void window typically closes at 11:00 PM local time.
  • Refund: Available about 2 business days after settlement. Open the transaction and select Refund for a full or partial refund.
  • Payout: Processed on a T+2 timeline and sent by same-day ACH; bank posting times may vary.

Checking on a payment? Built-in and easy to use: check out how to filter, search, and export payments! 

Explore More Ways to Use Your Portal

Once the basics are in place, your AndDone Payments Portal can support additional workflows to help your team save time and better serve your customers.

  • Premium Finance: Offer insureds more flexible payment options when applicable.
  • Outbound Payments: Manage outgoing payments to agents, vendors, or partners from the portal.
  • Anytime Payments Link: Let shoppers pay whenever it’s convenient by adding your Anytime Payment URL to places like your email signature or invoices.

With just a few quick setup steps, your team can begin using the portal, sending payment links, and managing payment activity right away.

Helpful Resources

Schedule a training call

Payments Learning Lounge - training resources, how-to videos, product updates

AndDone Performance Status- service interruptions, and scheduled maintenance.

 If you need assistance or have any further questions, please click here to contact our support team.