Michael Buckley
I work on the Technical Specialist team based in Bangor.
Articles
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🎥 Pay by Link
The “Pay by Link” page simplifies the process of requesting a new payment from a customer. A link is generated that, when selected by the customer, opens a webpage to a secure checkout page hoste...
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🎥 Searching for transactions
The “Transaction search” page allows you to search for requests and transactions that have been processed on your site reference(s). From here, you can view transaction details and perform action...
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🎥 Cancelling transactions
You can use the transaction update functionality to cancel pending transactions. Required user roles Site admin, Site user, Site user 2, Transaction admin, Transaction admin 2 Documentati...
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🎥 Reporting
The “Reporting” page allows you to analyse the requests processed through your account. You can view totals for transaction amounts and the number of requests processed through a specified range ...
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🎥 Managing users
You can use the “Users” page to view and manage your users. Required user roles Site admin Documentation Managing users
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🎥 Rule Manager
The Rule Manager allows you to create your own customised Rules (or activate/deactivate pre-defined system rules) on your site references. Required user roles Site admin Documentation Ru...
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📽️ First-time sign in
Watch this short video for a tutorial on how to get started with Portal.
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First-time setup
What's in the box? Before starting to use your terminal, it is recommended that you take a few moments to check the contents of the box. Your POS package should include the following: Ingenico pa...
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First-time setup
What's in the box? Before starting to use your terminal, it is recommended that you take a few moments to check the contents of the box. Your POS package should include the following: Ingenico pa...
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First-time setup
What's in the box? Before starting to use your terminal, it is recommended that you take a few moments to check the contents of the box. Your POS package should include the following: Castle paym...