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Using the HPay Portal

Tracking Payment Information in the HPay Portal

Tracking Payment Information in the HPay Portal

Click the Administration ribbon tab at the top of your screen and choose HPay > HPay Customer Portal.
Result: Your browser opens on the login screen for the HPay Customer Portal.

Enter the email address associated to your HPay Setup (see Setting Up HPay Payment Processing) and appropriate password and click Log In.
Result: Your company’s customer portal opens.
Note: If you have not yet established a password for this account you will be prompted to do so.

[Optional] At the right side of the portal window, click the down arrow next to Time Period to alternately view details from Today, Yesterday, Last 7 Days or Month to Date.

[Optional] To review details of a specific payment, click that payment in the Activity grid.
Note: It is not recommended that you issue a refund from the HPay portal, as that refund will not be recorded in your Caterease program.

[Optional] To review specific types of transactions (Fees, Disputes, Deposits, etc.) click the View option associated to that section.

Questions?

For general questions or feedback regarding HPay, contact:

HPay Customer Success

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Technical Support
Support is open Monday through Friday 9am – 6pm EST
Information

For more information on HPay Payment Processing, use links below:

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