Note: You must have Admin permissions to access the Users, Settings, and Notifications areas.
1. General Settings
Customize how data is collected and how receipts appear to your clients.
Custom Fields
Add Fields: Click Add, name the field, and select the type (Text Box or Dropdown).
Assign: Choose which modules will display the field and click Save.
Organize: Use the arrow icons to drag and drop fields into your preferred order.
Delete: Click the red Delete button and Save to remove a field globally.
Receipt Customization
Branding: Enter RGB color codes to match your firm’s brand.
Global vs. Specific: Apply settings to all merchant accounts or customize them individually.
Messages: Add a custom footer message to all emailed receipts.
Automated Card Updates
Auto-send on Expiring Cards: Enable this to automatically email clients on the first day of the month their card is set to expire.
2. Module Defaults
Set the standard behavior for your invoicing and payment tools.
Module | Key Settings |
Invoices | Set sales tax %, payment terms, invoice numbering, and footer text. |
Send for Payment | Create email templates, set Smart Reminders (1–4 follow-ups), and enable reCAPTCHA. |
Payment Pages | Customize "Approved" or "Declined" messages and set a standard authorization disclaimer. |
3. Branding & Styling
Go to the Payment Page Styling tab to ensure your client-facing pages look professional.
Logos: Upload up to 10 images (max 1MB, PNG/JPEG). Set one as the Default.
Colors: Use the slider or Hex codes for backgrounds and buttons.
Accessibility: Check the contrast ratio hints to ensure your text is easy to read.
4. Multi-Language Support
Offer payment pages in Spanish or French by manually translating your custom content.
Navigate to the Languages tab and select a language.
Translate your custom fields and disclaimers. Use the Help Me Translate tool for drafts, but review them for accuracy.
Set Status:
Off: No translation offered.
On: Users can select the language via a dropdown.
Default: The page loads in this language automatically.
Enable: You must also enable Multi-Language on each specific payment page.
5. Security & MFA
Protect your firm’s data by enabling Multi-Factor Authentication.
For Users: Toggle On to require MFA for all staff. Set the MFA Duration (0–24 hours) to determine how often they must re-authenticate.
For Payers: Toggle On to require MFA for clients accessing the Payer Portal.
Process: Users log in with their password, receive a 6-digit code via email, and enter it to gain access.