Updated Articles

  1. Search For Customer Comments

    Last Updated: 06/20/2023 in Qualpay Products Customer Vault
    How to search for customer comments in the Qualpay Customer Vault.

  2. Save A Report

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

  3. Review Cards On Hold

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

  4. 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.

  5. 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.

  6. Locate An Invoice

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

  7. Locate A Plan

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

  8. Locate A Subscription

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

  9. Locate A Customer

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

  10. 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.