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Getting Started
First Time Users
Adding Two-Factor Authentication
Managing Users
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Portal/Dashboard Overview
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Users
Change Password
First Time Users
User Roles and Privileges
Adding Two-Factor Authentication
4
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Activity and Monthly Reporting
Creating and downloading a custom report
Activity Reports and Account Statements
Download a receipt
Activity
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5
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Bank Accounts
Add a Bank Account
Editing a Bank Account
Removing a Bank Account
Creating a Bank Transfer
Schedule all funds to be deposited in my bank account
Cancelling a Bank Transfer
6
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Credit Cards
Charge a Saved Credit Card
Removing a Credit Card
Editing a Credit Card
Adding a Credit Card
Processing a charge using the Virtual Terminal
Completing or Cancelling a Pre-Authorization
Refund a Credit Card
7
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Peloton Accounts
Create an Account Transfer
Transferring funds between different currency accounts
Cancelling an Account Transfer to another Peloton Client
Creating an Account Transfer to another Peloton Client
4
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Payments
Charge a Saved Credit Card
Creating a Bank Transfer
Processing a charge using the Virtual Terminal
Create an Account Transfer
Transferring funds between different currency accounts
Paying international suppliers
Setting up recurring transfers
Payment States
Payment Cutoff Times
Creating an Account Transfer to another Peloton Client
11
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Scheduling Payments
Scheduling Bank Transfers
Scheduling a card transfer
Manage an Existing Payment Schedule
3
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Refunds & Cancellations
Cancelling a Bank Transfer
Cancelling an Account Transfer to another Peloton Client
Completing or Cancelling a Pre-Authorization
Refund a Credit Card
4
Articles
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Currency Exchange
Currency Exchange
1
Article
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Accounting Software Integration
Connecting Accounting Systems
Process Bills and Invoices from your Accounting Software
2
Articles
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Payment Links
How to Add a Logo to Payment Links
How to Send a Payment Link
Setting Terms & Conditions
3
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Hardware
Access Sales Reports via Device
1
Article
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API & Development
Get API Credentials
1
Article
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