1. Click on Payments in the left navigation then click Accept Payment. Or click on Accept Payment from the Quick Actions dashboard. 
2. Enter the payment details in the required fields, then click Charge at the bottom to process the transaction. 

 Click on Payments in the left navigation then click Manage Transactions. Or click on Find Transactions from the Quick Actions dashboard. 
 

1. The next page allows you to easily find transactions by typing keywords like name, email, transaction ID, amount, or last four digits of a card number, with real-time suggestions based on input. 
   

1.  Click on Payments in the left navigation then click Invoicing. Or click on Send Invoice from the Quick Actions dashboard.
   
    
2.  Click the Invoice Number to view or take action on an existing invoice, or select Create Invoice in the top-right corner to generate a new one.
   
    
3.  To create a new invoice, complete the required fields with invoice details, then choose Send Invoice to deliver it immediately or Save as Draft to complete it later.
   

 Click on Account in the left navigation then click on Manage Billing.

 

1.  This page provides options to view your billing statements and manage your preferred payment methods.
   

 Click on Reports in the left navigation then click on Settlement Report.

 

1.  To run a report, select a date range to view updated summaries and detailed transaction data.
   
    

To use the Refund Button,

1.  Click on Payments in the left navigation then click Manage Transactions. Or click on Find Transactions from the Quick Actions dashboard. 
    
2.  Find the settled transaction and click on the transaction ID.
   
    
3.  Click on the Refund button at the top right.
   ​​​

1.  Click on Account in the left navigation then click on My Profile.
   
    
2.  This page allows you to update personal details, change your password, view your role and permissions, and manage notification settings.
   Profile Details
   
   
   My Role & Permissions
   
   
   Notification Settings
   
    

1.  Click on Account in the left navigation then click on My Business.
   
    
2. ​​​​​ Select on the tab you want to view
   
   Business Details
   
   
   Products and Fees
   
   
   Processor Details
   
    

1. ​​​​​​ Click on Account in the left navigation then click on Manage Users.
   
    
2.   Click the user's name to view or take action on an existing user, or select Add New User in the top-right corner to generate a new one.
   ​​​​​​