Portal

This section is around the Portal portion of the SmarterPay Cloud product.

Further reading:

Accounts
- Detail View
- Creating / Editing A Record
- List View
BACS Reports
- Bacs Report Details
- Rejection Report Error Email
- PDF File
- XML File
Cards
- Cancel Deferred Card
- Card Payment
- Detail View
- List View
- Card Refunds
- Repeat Payment
- Take Deferred Payment
Common
- Account Validation Tab
- Email Tab
- History Tab
- Old Webhooks Tab
- Time Filter
Credits
- Detail View
- Creating / Editing A Record
- List View
Customers
- Detail View
- Creating / Editing A Record
- List View
Ecommerce Wizard
- V1
- V2
File Upload
- Detail View
- List View
- Submitting A File
Mandates
- Creating a New Record
- Detail View
- Editing A Record
- List View
- Upload Signed Mandate
Multi-Factor Authentication
- Verifying Your Login using 2FA
- Multi-Factor Authentication
Passwords
- Expired Password
- Password Expiry
- Forgotten Password
- Password Reset
- Password Policy
- Resetting Your Password
Payments
- Detail View
- Creating / Editing A Record
- List View
Scheduled Payments
- Creating A Payment Schedule
- Detail View
- Editing A Payment Schedule
- List View
File Submissions
- Detail View
- Line View
- List View
Payment Setup Wizard
- Card Payments
- Direct Debits
- Customer Setup
Account Inactivity
Getting Started
Global Search
List Filtering
V2 List Filtering
List Ordering
Login Page
Overview
Reports
Security
Top Bar