Sales
Available Mon. – Fri.
9:00 AM - 7:00 PM EST
1-866-671-1583
Payments Insider account management portal
Our interactive customer portal allows you to manage all aspects of your payments business.
Access payment processing data anytime you need
Designed from the ground up to be easy-to-use, Payments Insider gives you secure online access to your business information through an online portal so that you can manage your payments business. You can also access engaging content such as the latest industry news, security and compliance articles, as well as important account notifications. Payments Insider provides you with self-service options that allow you to make updates to your account without contacting customer service. You can also access a complete suite of customizable reports that provide everything from an overall view of account payments to smaller transaction details. Once you’ve created your ideal report, you can save the format for quick access and export for offline analysis.
Your actionable data resource
Support your everyday business decisions with the Payments Insider portal featuring embedded reporting. Quickly pull up-to-date, customizable reports so you will have the data you need throughout the day. Whether in the office or on-the-go, Payments Insider is your resource for actionable data, allowing you to pull details on transactions, chargebacks, retrievals, authorizations, downgrades, card brands and funding. You can also customize your data by filtering through 17 different data fields.
Self-service account options
Easily create a management account and add new business locations directly within the portal. You can create new employee accounts and manage their permissions to ensure account functions are completed by the appropriate users. Additionally, you can add funding notifications, update report preferences and order supplies without the need to contact customer service.
Account management and reporting portal
- Payments Insider provides solutions to help you keep pace with customers to keep your business running smoothly
- Use the interactive dashboard to review a summary of your payments data and access your favorite reports
- Online account management options allow you to add and manage locations and users
- Review powerful, customizable reporting that details activity across all locations
- Access self-help tools such as product videos, reference guides and compliance handbooks
