Updated Articles

  1. Save A Report

    Last Updated: 06/20/2023 in Reporting and Reconciliation Interacting With Reports
    How to create a saved report.

  2. Review Cards On Hold

    Last Updated: 06/20/2023 in Qualpay Products Account Updater
    How to view cards on hold in account updater.

  3. Removing A Favorite Report From The Dashboard

    Last Updated: 06/20/2023 in Reporting and Reconciliation Interacting With Reports
    How to remove or delete a saved report from your favorites list on the Qualpay Manager dashboard.

  4. Refund

    Last Updated: 06/20/2023 in Qualpay Products Follow-On Transactions
    How to complete a refund or partial refund on a transaction created on a Qualpay product.

  5. Locate An Invoice

    Last Updated: 06/20/2023 in Qualpay Products Invoicing
    How to locate an invoice that was created using Qualpay Invoicing.

  6. Locate A Plan

    Last Updated: 06/20/2023 in Qualpay Products Recurring Billing
    How to locate a plan.

  7. Locate A Subscription

    Last Updated: 06/20/2023 in Qualpay Products Recurring Billing
    How to locate a subscription.

  8. Locate A Customer

    Last Updated: 06/20/2023 in Qualpay Products Customer Vault
    How to locate a customer in the Qualpay Customer Vault

  9. Invoice Email History

    Last Updated: 06/20/2023 in Qualpay Products Invoicing
    How to view the email history of an invoice that was created using Qualpay Invoicing.

  10. Edit A User

    Last Updated: 06/20/2023 in Getting Started User Management
    How to modify a user's information or access on Qualpay Manager.