The Payments Portal is a secure, web-based dashboard that provides real-time visibility into your payment activity when you’re using CivicPlus Payments. It’s your central location for managing transactions, tracking deposits, viewing reports, and resolving disputes, all in one place.
Note:
If you’re using an external processor, please reach out to them to access their portal for reporting and reconciliation needs.
Key Features
The Payments Portal is designed to be intuitive, providing quick access to essential financial information. With it, you can:
Track transactions in real time, including credit card, ACH, and other payment methods.
Monitor deposits and settlement timelines with detailed payout breakdowns.
Export reports on transaction history, fees, chargebacks, and more for reconciliation or auditing.
Search and filter by cardholder name, amount, date, and other fields for faster lookups.
Track refunds, disputes, and chargebacks in real time to ensure you are always up to date.
Respond to disputes with easy access to documentation and dispute timelines.
Why It Matters
Without centralized visibility, understanding your payment performance can be challenging, especially when using multiple systems or processors. The Payments Portal removes that friction by offering:
A unified view of your organization’s activity, even if you use more than one payment method.
Faster support resolution by allowing staff to quickly find transaction details.
Easier reconciliation and reporting for finance teams.
How to Access the Portal
Access is tied to your email address and gateway configuration. Users are granted access to the Payments Portal in one of two ways:
During onboarding, by submitting the user’s name and email through the Payments Onboarding Form
Post-onboarding (or in general), by reaching out to our Payments Support team.
Once added, we’ll link the user’s email address to their gateway configuration. This ensures they can only view payment activity relevant to their specific setup. When logging in for the first time, users will be prompted to create their account and complete a quick setup process.
If you have any issues logging in or need to update access, our Payments Support team is here to help.