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Pause or Cancel your ChargeLogic App Subscription
If for any reason you need to pause or cancel your subscription to any ChargeLogic app, you can do so simply by revisiting the ChargeLogic Licensing Setup. From the Assisted Setup, select ChargeLogic Licensing Setup. Navigate through the wi...
Updated on : 27 Jun 2023
Using the ChargeLogic Payment Portal (Template for Merchants)
Overview To help you get users started on the portal and making payments with greater ease, we have provided this template End User Guide. We hope this template helps you, the merchant, describe to your users how the Payment Portal works. Feel free...
Updated on : 27 Jun 2023
Navigating the ChargeLogic Payment Portal
Overview The ChargeLogic Payment Portal is a useful addition to your ChargeLogic Payments bundle to enable your customers to make secure Credit Card and/or ACH payments for their open invoices. Some of the benefits include: Ability to pay sing...
Updated on : 27 Jun 2023
Protected: Converting to Versapay Tokens
Updated on : 30 Jun 2023
Settlement & Fee Reporting – Exceptions
Overview Versapay EFT Exceptions for Business Central enables the ERP to retrieve exceptions such as credit card chargebacks, ACH returns and ACH rejections from the Versapay Network, with the added ability to handle the accounting for the exceptio...
Updated on : 27 Jun 2023
Settlement & Fee Reporting
Overview Versapay Settlement Reporting for Business Central enables the ERP to keep 100% reconciled automatically with all activities, payments, and fees processed by the payment processor. Because Versapay Payments is fully integrated with Busines...
Updated on : 27 Jun 2023
Refunding Payments from Versapay Merchant Services
Overview As a merchant who accepts payments from customers, needing to return that money to the customer when a sale is cancelled is also a situation you must be prepared for. With Versapay Payments for Business Central, there are two ways this can...
Updated on : 27 Jun 2023
How to Mass Invite Portal Users
Overview While you are able to invite individual users to the payment portal from the Customer Card and from the Contact Card, at times, it may be easier to send out many invitations at once. Using this Invite Portal Users functionality, you can cr...
Updated on : 27 Jun 2023
Your First Payment
Overview Accepting payments on Sales documents in Dynamics 365 Business Central is easy! Simply use the Payment FastTab at the bottom of the page to first select the Credit Card Payment Method. Then, enter the card information. If you did not ...
Updated on : 27 Jun 2023
How To Use Cards On File
Overview ChargeLogic Payments allows you to securely store as many credit cards per customer and per contact as you need. These stored cards can be used for future transactions. Adding, Modifying, and Deleting Cards On File Credit cards can be st...
Updated on : 27 Jun 2023
How To Take a Payment for a Posted Sales Invoice
Overview You may have customers who have payment terms and are not required to prepay. For those customers, invoices are left open on the Customer account until a payment is received. ChargeLogic Payments allows you to take a payment for posted doc...
Updated on : 27 Jun 2023
How To Set Up EMV PIN Pads on the Versapay Network
Before You Begin Before setting up hardware devices, you must first set up Versapay Payments and configure your VPYNETWORK Gateway Account using the Payment Setup Wizard. Overview Setting up PIN pads for face-to-face payments using Versapay P...
Updated on : 27 Jun 2023
How To Take a Payment for One or More Invoices
Overview You may have customers with multiple outstanding invoices who want to make a payment on their account with a credit card. You can either accomplish this by taking payments one-by-one from each Posted Invoice Card or by performing a single ...
Updated on : 27 Jun 2023
How To Set Up and Manage Recurring and Scheduled Payments
Overview Recurring and future scheduled payments allow you to automate the process of collecting payment from your customers on a regular schedule. This is useful for subscription services, payment plans, and other times when you need to collect pa...
Updated on : 27 Jun 2023
How To Set Up a Gift Card Program Using the Gift Card Setup Wizard
Before You Begin Before running the Gift Card Setup Wizard to set up a gift card program managed by a payment service provider, set up the Gateway Account for that payment service provider first. Overview The Gift Card Setup Wizard will walk ...
Updated on : 27 Jun 2023
How To Set Up and Take Cash Payments
Overview While ChargeLogic Payments can help you accept many forms of electronic payments, like credit, debit, and gift cards, it can also help you manage non-electronic payment methods like cash. Because cash payments don’t need to be approved by ...
Updated on : 27 Jun 2023
How To Copy an Offer
Overview In ChargeLogic Retail Express, Offers allow you to configure complex promotions for your customers. Sometimes, you might want to create a new offer that is similar to an existing offer. How To Copy an Offer Create a new Offer of the sa...
Updated on : 27 Jun 2023
How to Redeem Loyalty Points
Overview Loyalty Points are associated with a particular Loyalty Program. Customers can accrue Loyalty Points by making qualifying purchases. See the related article, How to Configure Loyalty, for details. Once a Customer has accrued Loyalty Points...
Updated on : 27 Jun 2023