Payment Portal Requirements

• No customer login required.

• One Site ID only (one merchant account/location)

• This option allows up to 3 custom fields.

• These custom fields can be textboxes, dropdowns, checkboxes etc. and can be required or optional fields.

• Information collected in the custom fields will be available in reporting in the Online Terminal.

• The recurring payment option is available - default start date is "today's" date; payments will run continuously.

• Custom verbiage (i.e. landing page, refund/privacy policies, etc.)

• Fee option available - flat rate and/or percentage;includes disclosure of the fees

• No customer login required.

• Multiple Site IDs (one or more merchant accounts/locations)

• This option allows 3 or more custom fields.

• These custom fields can be textboxes, dropdowns, checkboxes etc. and can be required or optional fields.

• Admin Panel (optional) - the admin panel can be customized to provide additional reporting, allow the merchant to manage items in a dropdown menu, etc.

• The recurring payment option is available and can be customized to allow the customer to select the start date and/or the number of payments, to allow customers to choose between one-time and recurring for each item they select, etc.

• Custom verbiage (i.e. landing page, refund/privacy policies, etc.)

• Fee option available - flat rate and/or percentage;includes disclosure of the fees

This option allows the customer to register a username and password and log into the payment portal or to make a payment as a guest without first registering. The benefit to this type of payment portal is that the customer can enter in their account #, their contact information, and their payment method information and have the payment portal store the information for future use. The next time they log in, the only information they would need to enter would be the transaction amount.

• Multiple Site IDs (one or more merchant accounts/locations)

• This option allows 3 or more custom fields.

• These custom fields can be textboxes, dropdowns, checkboxes etc. and can be required or optional fields.

• Admin Panel - the admin panel can be customized to provide additional reporting, allow the merchant to manage items in a dropdown menu, allow merchant to assist their customer's with logins, etc.

• The recurring payment option is available and can be customized to allow the customer to select the start date and/or the number of payments, to allow customers to choose between one-time and recurring for each item they select, etc.

• Custom verbiage (i.e. landing page, refund/privacy policies, etc.)

• Fee option available - flat rate and/or percentage; includes disclosure of the fees

This option allows the customer to register a username and password and log into the payment portal. Once they log in, they will be able to view balance due amounts, due dates, etc. The customer data can be provided either by uploading a file via SFTP or through API integration with a third-party.

• Multiple Site IDs (one or more merchant accounts/locations)

• This option allows 3 or more custom fields.

• These custom fields can be textboxes, dropdowns,checkboxes etc. and can be required or optional fields.

• Admin Panel - the admin panel can be customized to provide additional reporting, allow the merchant to manage items in a dropdown menu, allow merchant to assist their customer's with logins, etc.

• The recurring payment option is available and can be customized to allow the customer to select the start date and/or the number of payments, to allow customers to choose between one-time and recurring for each item they select, etc.

• Custom verbiage (i.e. landing page, refund/privacy policies, etc.)

• Fee option available - flat rate and/or percentage; includes disclosure of the fees