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Introduction
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PDF download:
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| name | MerchantE_Link_to_Pay_v4.6_120722.pdf |
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Admin Dashboard
The Admin Dashboard is the admin section of the HPP, shown below. It enables you to customize the payment page and view transaction history and handle minor exception processing such as unlocking accounts. Using the credentials emailed to you as part of setting up Link to Pay, you can access the merchant dashboard by visiting here: hostedpayments.merchante.com.
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Link to Pay Site Customization
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| Hosted Payment Page Customization |
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| Hosted Payment Page Customization |
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| name | HPP Customization |
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| nopanel | true |
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MerchantE Reporting Portal
The Merchant Reporting Portal is provided to every merchant of Link to Pay. The website address and login credentials are identical to regular Link to Pay and are provided upon completion of the merchant application process.
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In addition, the administrative section allows for customization of settings to reject transaction due to a mismatch between the billing address provided and the address on file with the card issuer, and/or CVV mismatch.
MerchantE for SuitePayments
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| MerchantE for NetSuite SuitePayments |
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| MerchantE for NetSuite SuitePayments |
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Link to Pay NetSuite Setup
Link to Pay Configuration
Link to Pay utilizes its own configuration within NetSuite to ensure a payment link is generated for your Invoices and Quotes.
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| Setting Up a Payment Method in NetSuite |
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| Setting Up a Payment Method in NetSuite |
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Email Templates
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| Link to Pay |
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| Link to Pay |
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| nopanel | true |
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Enable Advanced PDF/HTML Templates
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| Link to Pay |
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| Link to Pay |
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| name | Advanced Templates Intro |
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| nopanel | true |
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Adding a Link to Pay Link
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| Link to Pay |
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| Link to Pay |
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| name | Adding a Link to Pay Link |
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| nopanel | true |
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| Link to Pay |
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| Link to Pay |
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| name | Adding a Link to Pay QR Code |
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| nopanel | true |
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Invoices
Creating an Invoice or Quote
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| Invoices |
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| name | Creating an Invoice or Quote |
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| nopanel | true |
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Creating a Customer Deposit
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| Invoices |
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| Invoices |
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| name | Creating a Customer Deposit |
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| nopanel | true |
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Invoice Groups
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| Invoices |
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| Invoices |
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| name | Invoice Groups Intro |
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| nopanel | true |
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Enable Invoice Groups for the Account
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| Invoices |
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| Invoices |
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| name | Enabling Invoice Groups |
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| nopanel | true |
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Enable Invoice Groups for the Customer
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| Invoices |
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| name | Enable Invoice Groups for the Customer |
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| nopanel | true |
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Removing an Invoice from and Invoice Group
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| Invoices |
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| Invoices |
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| name | Removing an Invoice from an Invoice Group |
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| nopanel | true |
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Deleting an Invoice Group
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| Invoices |
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| Invoices |
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| name | Deleting an Invoice Group |
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| nopanel | true |
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Submit Invoice Group to MerchantE
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| Invoices |
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| Invoices |
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| name | Submit Invoice Groups to MerchantE |
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| nopanel | true |
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Payment Page
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| Hosted Payments Page Payment Screen |
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| Hosted Payments Page Payment Screen |
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| name | Intro |
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| nopanel | true |
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Guest Checkout
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| Hosted Payments Page Payment Screen |
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| Hosted Payments Page Payment Screen |
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| name | Guest Checkout |
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| nopanel | true |
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Creating an Account
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| Hosted Payments Page Payment Screen |
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| Hosted Payments Page Payment Screen |
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| name | Creating an Account |
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| nopanel | true |
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Account Holder Adding an ACH Account
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| Hosted Payments Page Payment Screen |
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| Hosted Payments Page Payment Screen |
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| name | Adding an ACH Account |
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| nopanel | true |
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Account Holder Checkout
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| Hosted Payments Page Payment Screen |
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| Hosted Payments Page Payment Screen |
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| name | Account Holder Checkout |
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| nopanel | true |
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Customer Dashboard
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| Customer Dashboard |
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| Customer Dashboard |
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| name | Customer Dashboard Intro |
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| nopanel | true |
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Stored Payments
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| Customer Dashboard |
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| Customer Dashboard |
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| name | Stored Payments Intro |
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| nopanel | true |
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Existing Stored Payments
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| Customer Dashboard |
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| Customer Dashboard |
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| name | Existing Stored Payments |
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| nopanel | true |
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Add New Stored Payments
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| Customer Dashboard |
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| Customer Dashboard |
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| name | Add New Stored Payment |
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| nopanel | true |
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Profile
Change Password
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| Customer Dashboard |
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| Customer Dashboard |
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| name | Change Password |
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| nopanel | true |
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Update Security Questions
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| Customer Dashboard |
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| Customer Dashboard |
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| name | Update Security Questions |
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| nopanel | true |
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