Email notifications sent right to your inbox for various activities on your merchant account saves you precious time. It gives you the freedom to only login when action is required instead of constantly checking the portal to monitor your account. Default settings are already enabled, but you can login anytime to make changes.
- Click Merchant Portal in the left sidebar (desktop) or hamburger menu (mobile).
- A new window will open with the login page for your merchant account.
- Enter the username and password for your Merchant Portal Login. This is different than the primary login you use to access Project 2 Payment. (See Why two logins? for more information)
- Click the Log In button.
- Click Email Alerts in the left sidebar.
- Alerts are organized by category in tabs across the top. To turn on an email alert, simply move the toggle to the right so it lights up.
- If you need the alerts to go to a different address or you want to send them to multiple addresses, click the caret on the left side to expand details and click + to add another recipient and enter their email address. Be sure to add a line for each email address. Do not list multiple addresses in one field.
- Repeat this process for all alerts you would like to enable on the tab.
The following alerts are recommended for new users but pick and choose which ones work best for you.
Disbursements
Each notification in this section is related to your deposit activity.
- Disbursement Requested = Transactions were added to your account balance and a payout has been created. (This does not means a payout was released for deposit.)
- Disbursement Processing = A payout has been released and sent to the bank for processing. If this is your first deposit, there is a delay of 7 days between Disbursement Requested and Disbursement Processing. See Deposit Timing for more information.
- Disbursement Processed = A deposit was successfully sent to your bank.
- Disbursement Failed = A deposit was released but was not successfully transmitted to your bank.
- Disbursement Denied = A deposit was sent successfully but it was not accepted by your banking institution.
- Disbursement Returned = A deposit attempt was not successful.
Chargebacks
Each notification in this section is related to account holders (your customers) disputing payments with their bank.
- Chargeback Opened = The chargeback case is accepting responses. You can either submit a response to dispute the cardholder's claims or you can confirm you accept liability.
- Chargeback Closed = The final decision in the case has been made and the case is closed.
- Chargeback Created = A customer has disputed a payment with their bank.
- Chargeback Lost = A decision has been made and the case has been awarded in the customer's favor.
- Chargeback Won = A decision has been made and the case has been awarded in your favor.
Transactions
Each notification in this section is related to the lifecycle of a transaction as is processes through your account.
- Transaction Captured = A transaction has been submitted for settlement. This alert is useful for eCheck payments.
- Transaction Settled = A transaction has settled. This alert is useful for eCheck payments as they take longer than cards to settle.
- Transaction Returned = A payment that was originally approved was returned by the financial institution. This is an important alert so you know to collect another payment from your customer.
After you enable these alerts and get used to them, you can always come back to the merchant portal anytime to make changes according to your needs.