Merchant Articles

• How do I change or cancel a scheduled payment?
• How do I change my Communication Settings
• How do I import a bulk list of Customers?
• How do I process a refund?
• What do the different payment statuses mean? - Pending, Suspended, In Care etc
• Fee Definitions - Merchant Payable:
• Fee definitions - Customer Payable
• General definitions
• How do I pause a payment agreement?
• What is an Entry Agreement?
• In Care Actions
• How do I integrate Xero with Paypa Plane?
• How do I integrate my Square account with Paypa Plane?
• Customer unblocked their card but payment still failed?
• How to set, edit and waive Customer Fees.
• How do I create and send a new payment agreement to a Customer?
• How do I upload Terms and Conditions for Customers to agree to?
• How do I archive a pending agreement?
• How do I archive a Customer?
• How do I view/edit a Customer?
• How do I create a payment template?
• How do I book a recovery?
• How do I create a new Customer?
• How do I view test data?
• How do I merge Customer's for duplicate listings?
• How do I make changes to an existing agreement?
• What is a 'payment request'?
• What does my Customer see after I send them a payment request?
• Payment was also processed by another payment provider
• How do I resend the payment request text or email?
• Using test payment requests
• How do I add an external payment?
• How do I cancel a Customer's agreement?