Payment Center Merchant Flow
Invoice Links
This feature complements the invoicing tools merchants already use such as QuickBooks. Merchants can continue creating their invoices in their preferred system, then generate a secure ACH payment link through our platform and insert it directly into ...
Payment Links
Payment Links allows our merchants to accept payments for pickup and delivery orders by generating secure, shareable links directly from the Payment Center. No system integration required. Links can be copied for manual sharing via text or email, ...
Contact Support
Support: 1. Login to the Paybotic Financial Payment Center, GoPaybotic.com/Merchant. 2. Click and open the “Support” tab on the left-hand side of the Payment Center home page. 3. Select a type of support inquiry in the dropdown menu label “Issue”. a. ...
Reports
Only Account Admin and Store Viewers have the Report feature available within their Payment Centers. Transactions Report The transaction report will hold key detailed information about each transaction ever made, including transaction IDs, customer ...
Checkout
Merchants can conduct checkouts in two ways: Directly through the payment terminal (preferred). Via the online, web application, GoPaybotic.com/merchant. Terminal Checkout Open the myTD application on your payment terminal. Select "ACH Payment". 3. ...
Manage Users
Only Account Admin & Store Admin have the permission to add or manage user information. Add Users: Click and open the “Users” tab on the left-hand side of the Payment Center home page. Click “Add User” at the top of the section. Enter the user’s ...
User Roles & Permissions
Account Admin Add & Manage Users View Transaction Reports View Sales & Transaction Totals Contact Support Store Admin Add & Manage Users Checkout View Sales & Transaction Totals Contact Support Store Viewer (Budtender) Checkout View Sales & ...
Enrollment & Onboarding
Enrollment Process: 1. Have an active Paybotic Financial bank account. 2. Enroll for the Paybotic Financial Payment Center ACH payment solution. 3. Get approved for the Paybotic Financial Payment Center solution. 4. Begin Onboarding: a. Add employees ...