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Step-by-step guides covering the Moment client portal and the customer-facing checkout experience.

Client Portal

Signup

Create your Moment account and get set up.

Login

Access your Moment account.

Home Page

Navigate your dashboard, transactions, and key business insights.

Transactions

View, filter, and manage completed transactions.

Payment Pages

Create and manage hosted payment pages from the portal.

Subscriptions

Set up and manage recurring billing schedules from the portal.

Refunds

View and initiate refunds for succeeded card payments.

Payment Requests

Create and manage payment requests, individually or in bulk, from the portal.

Payment Flows

Checkout

The customer checkout experience across payment methods and entry points.

Electronic Bill Presentment

How customers review and pay bills on the EBP page.

Payment Page

The customer experience on a hosted payment page.

Paying with PayShap

How customers complete a PayShap payment in Checkout and opt in at their bank.