Access your data whenever you need it. Available reports include:Transaction Report: A list of your payments and refunds within the chosen date range.Batch Report: Total transaction amounts and details within the chosen dates.Subscription Report: Total transaction amounts and details about subscriptions that were billed on the selected date.Additional reporting tip: Turn any search result in [...]
If and when you need to remove a donor/customer subscription, visit the customer detail page to get started. Then: Tap “Customers” in the navigation menu on the left. Find the customer who needs unsubscribed. Select the “Subscriptions” tab and select the plan/subscription you wish to unsubscribe. Tap “Unsubscribe” to finish the job. After unsubscribing, [...]
Well, shoot. A donor/customer payment failed. We’ll go ahead and note that for you in the plan’s email report. So far, it’s been working out well for us to let you decide how to handle a failed payment on a case-by-case basis. Feel free to give the charge a second try in our virtual [...]
Welcome a donor/customer back to the fold! Renewing a subscription is a lot like creating a new one. Well, it’s exactly like creating a new one, so go back up and check out those instructions. Remember: One customer. One subscription.
Plans and subscriptions work together to set this up for a donor or customer. Before you can schedule a recurring payment, you must create a subscription: Log in to dashboard.paymentspring.com. Tap “Subscriptions” in the navigation menu on the left. Tap “Create Subscription” in the upper right corner. Fill in the subscription details. A plan name [...]
Start by ensuring your merchant information is complete via the "Accounts" section. This information is necessary to send invoices. Tap "Invoices" located in the left-hand navigation menu. Select "Create Invoice" in the upper right corner. Choose your "Issue Date" based on the date you plan to send the invoice (past, present or future). Choose your "Due Date." Check "Custom Invoice [...]
PaymentSpring Gateway serves up real-time notifications the same way social media alerts you to posts or interactions of interest—instantly and at your command. Customizable webhook monitoring tells you when a significant activity takes place in Gateway as instructed via text, email or POST notification. Watch webhooks work for you. With PaymentSpring’s [...]
Adding payments to your current website is so easy it can be done in minutes. Here’s how: Step 1: Log into your Gateway account. Select the “Widgets” option in the menu on the left. Step 2: Choose your widget type. For a button that links to a form, use the “Button” widget. For a [...]
Refunds happen—and when they do, it’s important to get it right the first time. This three-step process begins after a charge has been made. It can transact partial or full refunds. Click “Payments” in the navigation menu on the left. Find the payment you need to refund and click it. Navigate to the “Refund” [...]
In Payments area, use the search box to find payments based on any detail captured (e.g. description, amount, email address, etc). Use the “advanced search” feature for a more in-depth search. Once complete, you can export results using the “export” link at the top of the page.
