Easy Pay Direct Account Portal

An ACH return occurs when a transaction is sent through the banking network for processing; however, the payment is returned by the receiving bank for one of…

The Customers page enables saving a customer and their banking information to be on file.

The Customize Receipt function enables businesses to modify the payment receipts emailed to customers after a successful transaction.

To export reports, use the Filter button on the top right to select the report's date range and click Export at the bottom. A window will pop up to confirm…

The Hosted Form for ACH enables sending a form to customers for them to input information. Select the company you wish to send payment to at the top, fill in…

The Import CSV option enables a bulk upload of ACH transactions to be processed.

New Transaction enables users to create an ACH Transaction on their customer's behalf as one-time or recurring payments. NACHA requires authorization for ACH…

The ACH Settlements page lists all ACH transaction activity to your bank account, including Deposits, Late Returns, and Fees. Clicking on the Settlement ID…

The Transactions page lists all ACH transactions created on your MID(s), with counters at the top showing the number of transactions, Total Debit Amount,…

ACH Rejects related to your merchant account will be displayed on the ACH Rejects page and a ticket will be created automatically in order to quickly resolve.

The Authorization report gives a view of all card authorizations being processed on your MID(s). Use the filter on the top right to filter card data or date…

Batches enables you to have quick access to your card batch data for your MIDs.

Watch a short Chargeback overview video.

The Other section will include canned reports for export.

The Payouts report provides data about deposits to your bank account for card processing services.

The Reserve page displays if there is any money set aside as a reserve by the acquirer. If you have a reserve, this amount will be removed from your batch…

The Statements page will display monthly processing statements for your MIDs.

The Account Changes page enables you to submit requests to update your account and view the status of previously submitted requests.

To submit a Bank Account Update, you will need the following information:

The Company Information Update request form shows all fields that can be updated. If you only need to update one or a few fields, only the fields you wish to…

In the left-hand menu select Support > Tickets and at the top-right of the page click '+ Open Ticket' button.

If a Bank Account Change requires manual review, you will be prompted to provide a Bank Letter or a Voided Check to verify bank account ownership. Upload the…

When Plaid completes the verification of your banking information, you will receive a success message, and your account will be updated immediately.

The request to update your account information can be submitted in one of two places:

The Tickets page shows all tickets created related to your account/s and its current status. It allows you to open a ticket and correspond with our support…