The menu shows the sections the business has allowed you to view.
1. Choose the business
Sign in and confirm the intended business is selected.
2. Open the relevant section
Choose Recurring, Payment Links, or Credit Notes when the business has shared that section. Older portal menus may call payment links Packages.
3. Review the record
Check its number or name, status, currency, dates, and amount. For credit notes, distinguish available credit from money that has already been returned.
4. If a section is missing
Ask the business to check the portal grant for your customer and business. Viewing a record does not by itself authorize changing a recurring payment or spending a credit.