Access ProPay inside SingleOps to manage your account, manage account funding, access documents and chargebacks, and pull reports on payments processed via ProPay. This portal will allow you to manage all aspects of SingleOps Payments without leaving our platform.

In this article:

Navigation

Navigate to SingleOps Payments Account Management

Setup > Payments Payments Setup
Toggle to the Account Management tab

Account Funding

Update Checking Account	Add or change bank account on your profile. This is the default account on file for bank transfers, fees, etc. Fill out information listed below. You must have a bank account on file to transfer funds from your ProPay Account to a bank account or to add funds from a bank account into your ProPay Account. Add/Update Checking Account - Checking, Personal, Saving, Business Routing Number Bank Account Number Requirements: You may change the bank account in your profile no more than twice every 90 days. You may only enter a U.S. account. Foreign bank accounts are prohibited. Ensure the routing and bank account numbers entered are correct. If a transfer is rejected, your account may be subject to a $10 'ACH Return' fee. If you have any doubt as to the accuracy of the routing or bank account numbers, please contact your bank to verify them. Do not use a deposit slip to determine your routing number.
Transfer Funds to Bank Account	Manage your account balance by transferring funds to your bank account through our sponsor bank partners. Enter $ Amount to Transfer and when ready to transfer, click *REVIEW*
Confirm Validation Deposits	🛑 Before *Confirm Validation Deposits, see Send Validation Deposits* below. To confirm validation for added or changed bank account, enter the amount for the two (2) deposits that were sent to your bank account in order to validate that bank account. You are only allowed one opportunity to verify the deposit amounts and any incorrect response will require you to start the validation process over again. Verify the deposit amounts before pressing the SUBMIT button.
Send Validation Deposits	To initiate account validation deposits for bank account verification, click *CONTINUE* and look into your bank account as we have made two small deposits to validate both routing and account numbers.
Update Gross Settle Bank Account	Change the Gross Settle Bank Account on file (this is used to deduct fees).

Enter banking information:	View your account balances:
Bank Name Bank Routing Number Bank Account Number	Balances Transfer Amount Available to Transfer Minimum Transfer Amount

Account Maintenance

Edit Business Info	Edit essential business information.	Business Information: Business Name (DBA) Legal Business Name Tax Identification Number (Optional) Business Phone Number Select a Time Zone Business Address: Address (No PO Box) City, State, Postal Code
Update Address and Phone	Update or change the account owner's personal contact information.	Update Physical Address & Mailing Address: Street Address City, State, Postal Code Update Phone: Home Phone Mobile Phone
Update Email	Update or change the account owner's email address.	Update Your Email Information: Current Email On File Enter New Email Address ⚠️You may only change your e-mail address twice within six months. Social Security Number Date of Birth
Edit Payment Method	Edit credit card used for account renewal fees.	Credit Card Information all fields are required: Card Number* mm/yy ZIP/Postal Code Cardholder Name

Documents and Chargebacks

Upload Document

Securely transfer important documents, primarily for disputing chargebacks, support a transaction, or verify your identity. Select the document category and upload all related files.
Document Category:

Not Specified
Transaction Review
Limit Increase
Account Verification

File Restrictions:

Upload a file with valid extension: bmp, gif, png, jpg, jpeg, doc, pdf, tiff, tif or docx.

File size should be less than 10 MB and should be greater than 0 KB.

List Chargebacks

Review your outstanding Chargebacks and Risk Retrievals.
Click on Take Action to dispute a chargeback and to upload supporting documentation or to accept the Chargeback and issue a refund to your customer.
You can also click the Remove link to remove the transaction from the report if you no longer want or need to take action on that transaction.

Reporting

Advanced Transaction Search	To search for a specific transaction, enter any of the information: Select a date range for report: Staring Date - Ending Date Gross Amount Transaction Number Last 4 Digits of Account Authorization Currency Type to Display (CC, ACH, ProPay Mastercard, Decline, Credits, etc.) Invoice Number Username Payer Name Payer Email Comment #1 & Comment #2 Show Additional Data Consolidate Fee Export Advanced Transaction Search Report - from the dropdown, select export type (CSV, Excel, Word) and click *EXPORT* Click *Explanation of Headings* for heading details.
Consolidated Fees	Generate and view custom consolidated fees reports for a given date range and follow up on each item. Select a date range: Staring Date - Ending Date Click *SEARCH* Export Consolidated Fee Report - from the dropdown, select export type (CSV, Excel, Word) and click *EXPORT*
Limits, Rates, and Fees	Review the processing limits, rates and fees for your account. For questions about this topic, search the SingleOps Help Center or contact SingleOps Support.
Transaction Report	View the transactions on the account, both pending and completed. Search the date range and click the transaction number for details about the transaction. Choose the Start Date and select a Sweep Report Type from the dropdown (Standard or Advanced) Click *SEARCH* View Pending Transactions and Completed Transactions Click *Explanation of Headings* for heading details. Export Transaction Report - from the dropdown, select export type (CSV, Excel, Word) and click *EXPORT*
Sweep Report	Choose the Start Date and select a Sweep Report Type from the dropdown (Standard or Advanced) Click *Continue* View Sweep Report Click *Explanation of Headings* for heading details. Export Sweep Report - from the dropdown, select export type (CSV, Excel, Word) and click *EXPORT*
Tax Information	Provides an account summary for the financial year. *Note: This is only available after the year's end.

Limits	Rates	Fees	Funding
Credit Card ACH Out Account to Account Transfer ACH In (transfer funds to bank account on file)	Card Reader Rates Account to Account Transfer ACH In (add funds) Standard Rates ACH Out (transfer funds to bank account on file) ACH Payments	Account Fees Miscellaneous Fees ATM Fees Incidental Fees ⚠️ Third-party fees may apply	Credit Card Funding Card Transactions Fund

Update Limits

Limits help ProPay identify what your typical processing volume is, so that they can be alerted of anomalies and better detect potential fraud.

Default limits for new sign ups:

CC	Monthly Volume Limit: $35,000
CC	Per Transaction Limit: $2,000
ACH	Monthly Volume Limit: $35,000
ACH	Per Transaction Limit: $2,000
Refunds	Negative Limit* $2,000 *Negative Limit = the amount your account balance is allowed to go into negative in order to process a refund.

Limits are all soft limits and will never prevent you from accepting payments. Transfers will only be delayed if you exceed 300% of your pre-approved transactions volume limit. Once you exceed the limit itself, you may be asked to complete additional underwriting steps in order to have your limit increased, so that transfers are never delayed.

Request Limit Increase

If you need to increase your limits send a request to support@singleops.com so that our team can make this request for you. You will likely need to provide a history including past 3 months merchant services statements.

ProPay | Account Management in SingleOps ✔