Getting Started: Enabling Notifications

This interactive guide will show you how enable notifications.

 

Once you have logged in to the Payments Portal (click here to log in), you will click on "Settings" on the left side menu bar. 

 

Click on SETTINGS

 

After you have clicked on "Settings," you will click on "Notifications" to reach the notifications module. 

 

Click on Notifications

 

Once you have reached the Notifications module, you will see a toggle button at the top to switch between Merchant and Shopper Notifications. By clicking on "Shopper Notifications," you will see only notifications that are sent to a Shopper and by clicking on "Merchant Notifications, you will see only notification that are sent to Sub-Merchants. 

 

Click on Notifications

 

As a Merchant user, we recommended that you enable a few notifications before requesting your first payments. Click on "Event Type" in order to filter the notifications.

 

Click on Event Type

 

After clicking on "Event Type," select "Report" and "Transaction." After making these selection, click on "Apply." You will now see the notifications filtered by their event types, both Report and Transaction.

 

Click on Apply

 

Once these notifications are filtered, you will click on "Merchant Payment Authorization," "Merchant Chargeback," and "Payment Settlement" notifications and be prompted to add email(s). 

Click on Merchant Payment Authorization

 

After clicking on the notification that you would like to turn on, you will click the "Add Email" button. 

 

Click on Add Email

 

A modal window will open that allows you to add either a single email address or multiple emails separated by semicolons (;) or commas (,). 

 

Click on Add Email

 

Finally, ensure that the "Disabled" toggle button is clicked and toggled to "Enabled." 

 

Toggle Disabled to Enabled

 

To get back to the rest of the notifications within the Notifications Module, simply click on "back to notifications."

 

Click on << back to notifications

 

From the Notifications Module, you can easily enable or disable notifications using the toggles under the "Status" column. We recommend that you enable "Merchant Payment Authorization," "Merchant Chargeback," and "Payment Settlement" notifications prior to requesting payments from Shoppers. 

 

You may also Enable a Notification on the filtered notification list as shown below

 

Next, you will turn on Shopper Notifications by clicking on the "Shopper Notifications" toggle button. 

 

Click on Shopper Notifications- setting up notification emails for your shoppers

 

We recommend that you enable "Shopper Payment Authorization" and "Shopper Payment Failed" notifications for your shoppers. Simply click on the toggle button to enable these notifications, it is not necessary to add an email for Shopper Notifications. 

 

Repeat step to enable Shopper Payment Failed…

 

If you need assistance or have further questions, please refer to our self-service Knowledge Base!