How to use Payments Hub
If you are unsure of your merchant service provider or whether you have access to Payments Hub, please reach out to us at support@paytrace.com or call us at 1-888-806-6545 .
What is Payments Hub?
Payments Hub is the command center for your business needs. You can pull reporting and statements, edit your account information, and more.
Depending on your account type and Payments Hub plan, some features and functionality displayed in this guide may not be applicable to you.
For technical assistance, you can contact Payments Hub directly at support@paymentshub.com or call 877.464.4218
For a full walkthrough, please view the Payments Hub Playbook below, or visit the Payments Hub Knowledge Base
Logging In
Your username is your email address you used when enrolling. You can login at https://paymentshub.com
To reset a password: https://paymentshub.com/forgot-password
Enter your email.
You will receive an email with the subject line: “Reset your password.”
Click on the link within the email. This link expires 30 min from the time email was sent.
Enter your MID, last 4 of SSN, and set a new password.
For other employee roles, user only needs to enter the MID and set a new password.
When you log in to Payments Hub for the first time, you are prompted to accept the terms and conditions in order to continue. You will receive an email confirming your acceptance.
Getting started
Menu
The navigation menu contains icons that link you to each individual page within Payments Hub. These icons are split into four main sections:
Activity — Dashboard, Sales, Transactions, Deposits, Batches, Reports, Disputes, and Statements.
Payments — Virtual Terminal, Invoices, Payment Links, and Customers.
Business Management — Inventory, Employees, Reputation, Hardware & Supplies, and Business Settings.
User Settings — Located at the bottom of the menu. This includes your username, MID, User Settings (Personal Info), Switch Accounts, Related MIDs, and Log Out.
You can hover over an icon to see its name, or click the menu icon ( ) at the top for an expanded menu with the icon names.
Viewing processing activity
Transactions
For traditional merchants, transactions display after you have batched. If you do not see any transactions on this page, click Open Batch to view a list of live credit card authorizations that have not yet settled. These transactions are pre-settlement and do not include refunds and cash transactions.
Deposits
Deposits display after your transactions have settled. There may be a delay in viewing deposits if you have open batches or transactions under review.
Updating information
Updating User Settings
You can update your login information and downgrade/upgrade your Payments Hub plan on this page.
Statements
Download a PDF copy of your monthly processing statements. They are sorted by year and you can use the search bar to find a specific statement.
Updating Business Settings
In order to update business information, such as banking information, the Owner will be required to complete the two factor authentication process by entering the code sent to their mobile number. Note: You will need to contact your Sales Partner or Customer Service in order to make changes to owner information.
The Business Change Request form can be submitted to support@paymentshub.com
PCI Compliance Inquiries
For applicable merchants, you can validate your PCI compliance status or submit inquiries to pciplus@paymentshub.com . A full FAQ can be found here
Help Page
Included in the portal is an integrated help resource that provides step-by-step instructions, assisting you with all of the functionality available to you. You can view this information by clicking on the blue hot spots sprinkled throughout the portal, or by accessing the “Need Help?” tab stationed at the right side of the screen.
Check out Payments Hub’s Vimeo channel for useful tutorial videos.
https://vimeo.com/user47072975
Need more help?
Our support team will be happy to assist you.
If you are unsure where to go, try the search bar on the top right of any page.
If you cannot find the documentation you are looking for, please let our support team know so we can continue to improve this documentation.