Secure Payments UI

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Account Setup in Secure Payments

How to create a Secure Payments account and link it back to your LMS tenant.

Updated 1 month ago by Jackson Stone

Change Secure Payments Accounts

General. It is possible to change which Secure Payments (formerly PCI Wallet) account is associated with your LoanPro account. However, it is important to note that all of your customers’ payment pro…

Updated 6 months ago by Cole

Processors – Debit/Credit Card

General. The Debit/Credit Card section of the Processors area of Secure Payments (formerly PCI Wallet) is where new credit/debit card processors should be created. Currently, Secure Payments is integ…

Updated 1 month ago by Cole

Processors – Secure Payments Bank Account/ACH

General. The Bank Account/ACH (USA) section of the Processors area of Secure Payments (formerly PCI Wallet) is where you enter ACH processor information and NACHA processor information. In Secure Pay…

Updated 3 days ago by Cole

Secure Payments

General. LoanPro is integrated with Secure Payments (formerly PCI Wallet). Secure Payments is a service that provides PCI-compliant storage of payment data, integrations with several payment processi…

Updated 2 weeks ago by Sloan

Secure Payments API Payment Profiles

Payment Profiles. In order to process any payments with Secure Payments (formerly PCI Wallet), you need to add some credit cards and/or checking accounts to your Secure Payments account. Since credit…

Updated 11 months ago by Sloan

Secure Payments Actions

General. The Actions section of Secure Payments (formerly PCI Wallet) is designed to let the user turn on or off a specific service that Secure Payments offers. This will stop the service from being…

Updated 3 months ago by Sloan

Secure Payments Automated NACHA Transaction Status Updates

General. There is no way for Secure Payments to check whether a NACHA transaction has settled, because there are little to no bank integrations that provide this information. Secure payments provides…

Updated 3 months ago by Andy

Secure Payments Bank Cards Control

Secure Payments offers effortless management over payment types with Bank Cards Control.

Updated 2 weeks ago by Jackson Stone

Secure Payments Contract

General. The Contract section of Secure Payments (formerly PCI Wallet) lets you view the most recent version of the Secure Payments agreement. The Signature History section inside the Contract area o…

Updated 3 months ago by Cole

Secure Payments Credentials Management

General. In order for LoanPro, a middleware application, or even the Secure Payments (formerly PCI Wallet) user interface to communicate with Secure Payments back end, requests need to be authenticat…

Updated 3 months ago by Darrin Wray

Secure Payments Customers

General. The Customers section of Secure Payments (formerly PCI Wallet) is where you add customers directly. Secure Payments can function as a standalone application, but it is more commonly integrat…

Updated 3 months ago by Cole

Secure Payments Events

General. Secure Payments (formerly PCI Wallet) will send information to a specified URL when certain events occur. If you are using Secure Payments with LoanPro, we will provide some of the URLs to m…

Updated 3 months ago by Cole

Secure Payments Iframe Styling

General. In order to maintain PCI compliance, applications that are integrated with Secure Payments (formerly PCI Wallet) are required to use the Secure Payments iframe. These applications may want t…

Updated 8 months ago by Cole

Secure Payments NACHA Batch Cutoff Time

General. Secure Payments provides a cutoff time. When payments exist in the pending status in Secure Payments and they have not been assigned to a batch, they will be assigned to the day's batch as l…

Updated 2 months ago by Darrin Wray

Secure Payments NACHA Files and History

General. Because NACHA can be an unfamiliar subject, this article will first give background information, then it will go into the specifics of using this section. NACHA (National Automated Clearing…

Updated 3 months ago by Cole

Secure Payments Password Expiration Monitoring and Management

General. Secure Payments (formerly PCI Wallet) passwords expire every 90 days in order to meet PCI security standards. When a password expires, you can no longer use it to authenticate your Secure Pa…

Updated 3 months ago by Cole

Secure Payments Password Guidance

General. Because of the sensitive nature of the data it contains, access to Secure Payments (formerly PCI Wallet) should be closely guarded. While Secure Payments requires users to change their passw…

Updated 3 months ago by Cole

Secure Payments Payment History

General. The Payment History page of Secure Payments (formerly PCI Wallet) shows the payments that have been made to increase your company balance with Secure Payments. You can find Payment history u…

Updated 1 month ago by Sloan

Secure Payments Payment Profile Import

General. From time to time, you may have a large batch of payment profiles that you want to enter into Secure Payments (formerly PCI Wallet). You can do this more easily by using the Secure Payments…

Updated 3 months ago by Cole

Secure Payments Payment Profiles

General. The Payment Profiles section of Secure Payments (formerly PCI Wallet) is the place to enter information about the payment profile that will be used to add funds to the account. To add a new…

Updated 3 months ago by Cole

Secure Payments Payment Settings

General. The payment settings section lets you set up the automatic replenishing of your Secure Payments (formerly PCI Wallet) account balance. This ensures that your balance will never reach zero or…

Updated 3 months ago by Cole

Secure Payments Profile

General. The Profile area of Secure Payments (formerly PCI Wallet) is where you view and update information that concerns your communication with Secure Payments. API Credentials. The API Credentials…

Updated 3 months ago by Cole

Secure Payments Security Measures

General. In order to maintain PCI compliance, Secure Payments has implemented some general security measures. This article covers those measures. Field Validations. Field validations are in place in…

Updated 5 months ago by Andy

Secure Payments Transaction History Search

General. The transaction history search lets you search through customer transactions. From this page, you can filter through results, get NACHA batch IDs, and get additional information about each t…

Updated 3 months ago by Cole

Secure Payments Usage History

Keep track of your transaction history. The usage history section of Secure Payments is designed to show you your current balance and usage so you can see where you are spending money in Secure Payme…

Updated 3 months ago by Cole