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Email alerts

Email notifications for specific activities on your merchant account will give you the freedom to only login when action is required instead of constantly checking the portal to monitor your account.

In This Article

How to update email alert settings

Default settings are already enabled, but you can make changes anytime.

    1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
    2. Click on Merchant Portal.
    3. 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)
    4. Click Log In.
    5. Click Email Alerts in the left sidebar.
    6. Alerts are organized by category in tabs across the top: Disbursements, Chargebacks, Transactions.
    7. Make your changes. Toggled right and lit up is on and toggled left is off. Your choices will be automatically saved.

Payout alerts

Go to the Disbursements tab to manage alerts related to your payouts. See Deposit Timing for more information about payouts.

    • Disbursement Requested - A payout was automatically created because your Account Balance is $10 or more when funding ran at 6pm eastern time. Funds have not been sent yet. 
    • Disbursement Processing - The payout amount was sent to your bank.
    • Disbursement Processed - The transfer is complete and the payout amount was successfully sent to your bank.
    • Disbursement Failed - We were unable to complete the transfer of funds. 
    • Disbursement Denied - The transfer of funds could not be completed because the payout was denied by your bank.
    • Disbursement Returned - A payout that was successfully sent was returned by your bank. 

Chargeback alerts

Go to the Chargebacks tab to manage alerts related to disputes. A dispute is when an account holder (your customer) disputes a payment with their bank.

    • Chargeback Opened - A new chargeback case is accepting responses. You can submit a rebuttal or accept liability in the merchant portal.
    • Chargeback Closed - The final decision 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 was awarded in the customer's favor.
    • Chargeback Won - A decision has been made and the case was awarded in your favor.

Transaction alerts

Go to the Transactions tab to manage alerts related to transaction activity.

    • 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 to settle and deposit.
    • Transaction Returned - An eCheck payment that was approved on the transaction date was returned by the customer's bank instead of settling and depositing to your bank account. This is an important alert so you know to reach out and collect another payment from your customer.