To log into the Cyncly Pay Portal, click here: Cyncly Pay web portal. Many of the settings within the Manage Account page will be set up during implementation, but in the future, as you manage your own account, you can use this guide as a reference.
From the navbar select Configurations. In the submenu that opens, choose Manage Account.
NOTE: Changes to any sections below requires that the page is saved in the lower-right corner
The Store Name and Multi Company Group Name are maintained in our system. If there are any changes to your company name, please contact our support department to make any needed adjustments.
The Statement Descriptor is what shows on bank statements for your customers. You are free to edit this descriptor. It is important that the descriptor be able to clearly identify your business as this may help in reducing chargebacks and disputes.
This descriptor should:
- Be no more than 22 characters
- NOT contain < > \ ' " or * (or a space)
This is the information that will appear on receipt communications with the customer. The image below is an example of how it will appear in customer's receipt confirmation email and receipt:
PDF Attachment:
These terms and policies are separate from those that are maintained in RFMS Online Services. As such they do not appear when sending quotes or orders via My Flooring Link.
You can link to an existing webpage that contains your terms and conditions or your refund policy. To do so, select the option: "Yes, I have a webpage for this." and enter the web address in the section labeled "URL".
If you would prefer to copy/paste or write your terms and policies here, you can do so and use the text formatting tools provided.
Most RFMS users utilize these functions within MyFlooringLink and leave the options below blank:
It is important that RFMS users uncheck "Payment Request" and "Payment Reminder." Only RECEIPT should be checked (see below):
It is important to enter at least one company email address to receive notifications regarding Batch (Settlement) Reports, Disputes, Failed Payments, and Failed Payouts:
Batch Reports: Email is sent daily with the dollar amount of the settlement and a link to the report screen.
Disputes: Email will be sent when a dispute comes in.
Payment Failed: Email will be sent for each failed payment whether it is because the card has been declined.
Failed Payout: When payout fails to reach the bank an email will be sent out.
Add your company logo and primary color as a border to include a touch of your branding to the emails that your customers receive from Cyncly Pay. Images are uploaded as PNG or JPG file types.
Use the Color Picker, by selecting the color box, or enter the HEX value, by selecting the text box, to set the primary color.
If the associated bank account needs to be changed, an admin may add/delete the correct account here:
A. Edit or delete a bank account
B. Add new bank account
- Future development to add this functionality: 
Please do not edit or press to regenerate (may lose functionality if edited):
NOTE: Any changes requires that the page is saved in the lower-right corner:
Managing Account in Cyncly Pay Portal
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