Using the Business Portal

The Business Portal gives you the ability to view and manage customer, payment, user, and disbursement data, generate payment, settlement, and reconciliation reports, and access/test PayNearMe’s APIs using role-based access controls. The Agent Interface enables your Customer Service representatives to look up, add, and edit consumer accounts, send Smart Links via text or email, accept one-time payments, set up an Autopay schedule, request partial or full refunds, and manage the consumer’s saved payment accounts. The Agent Interface can be used as a standalone product or as part of the Business Portal.

You can access all modules of the Business Portal from the Home page on either a computer or mobile device.

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Portal Configuration

Your portal may look different than the following screenshots depending on your site configuration.