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Sertifi Support Site

Payment Management

You can perform payment management tasks on the Folder Maintenance page.

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AVS/3DS Status

In the Approval column, you can view the status of the AVS and 3DS authentications performed on payments submitted by your customers. For more information about AVS checks and recommended best practices, see Sertifi and AVS.

As of January 2024, portals with 3DS enabled will require users submitting a payment to attempt a 3DS authentication. The success or failure of that authentication will be visible next to the payment in Folder Maintenance. For more information, see our guide on 3D Secure.

Clone a Payment

Caution

You will only be able to clone payments if your account has been added to a security group with that permission.

To clone a payment:

  1. To access the payment you need to clone, go to the View Folders page and find the folder containing the payment. Click on the folder name to access its Folder Maintenance page.

  2. Find the payment on the page. Payments are indicated by a credit card icon in the Type column.

  3. Under the Action column, click the orange Clone icon.

    Cloning a payment in Sertifi Next Gen
Refund a Payment

Caution

You will only be able to refund payments if your account has been added to a security group with that permission.

To refund a payment:

  1. To access the payment you need to refund, go to the View Folders page and find the folder containing the payment. Click on the folder name to access its Folder Maintenance page.

  2. Find the payment on the page. Payments are indicated by a credit card icon in the Type column.

  3. Under the Action column, click the red Refund icon.

    Cloning a payment in Sertifi Next Gen