Meet your online account management portal
If you use the Chase POS system, you can access all the digital and online features of your payments account on chase.com (also called Chase Business Online).
Accept payments online in three easy steps
Here’s how to take your first payment on chase.com.
Online payments account features
Here is everything you can do
- Accept card payments
- Send payment links
- Send invoices
- Manage your catalog
- View and manage transactions and sales activity
- Manage your inventory and reports
- Manage access and security
Online payments account FAQs
Ready to get the most out of chase.com? Explore these frequently asked questions.
Yes, you can link your personal accounts to your Chase Business Online profile. This lets you easily access and move money between accounts with a single User ID and Password.
With Chase Business Online, there are multiple ways to get paid:
- Send invoices and get paid by card, check or Zelle
- Send payment links
- Accept card payments with manual entry
To check out with your catalog:
- From your account overview, choose More next to your payment processing account tile
- Choose Accept card payments
- Choose Itemized sale
- Choose Add from catalog under Sale details
- Choose your desired item(s) or search by item name
- Choose Manage catalog to make general edits to your inventory. (Note: This will cancel your new sale in progress)
- Choose Add
- Add an optional memo on the sale screen (Note: Memo required for transactions $500 and above)
- Add optional tips, taxes or discounts
- Choose Manual entry or send a Payment link
- Choose Charge
To complete a quick sale:
- Make sure Quick sale is enabled
- Enter the amount under Sale details
- Add an optional memo on the sale screen (Note: Memos are required for transactions $500 and above)
- Add optional tips, taxes or discounts
- Choose Manual entry or send a Payment link
- Choose Charge
With online access to your Chase payment processing account you can easily view and download different reports to track your sales and manage your business. Here’s how:
- From your accounts overview, choose More next to your payment processing account tile
- Choose See accepted card payments
- You’ll see your latest sales, including the date, description, payment method, status, and amount
- Choose a transaction to see more transaction details
- To see other reports go to the Activity drop-down at the top and choose between Sales, Deposits, Refunds, Disputes and Fees & adjustments
- To download, choose the Download icon (downward arrow with a line at the bottom) above the transaction list on the right
Note: the level of reports and details may vary depending on your access level.
Follow these steps to process a refund online:
- Choose a transaction from the Sales activity to view its details
- Choose Issue refund, confirm the amount and choose Next
- Review and choose Refund to complete the request. You can also send a receipt by choosing Send refund receipt
Yes, you can resend a digital receipt for any transactions processed in three easy steps:
- Choose a transaction from the Sales activity to view its details
- Choose Send receipt
- Input the email address and/or mobile number, then choose Send. You’ll see a confirmation that the request is complete
You can easily view and download your deposits summary online. Here’s how:
- From your accounts overview, choose More next to your payment processing account tile
- Choose See accepted card payments
- Choose Deposits from the Activity drop-down on the top bar
- You’ll see your last seven days of deposits and their status. Choose a deposit for more details and download to export it
- To download the full report, choose the Download icon (downward arrow with a line at the bottom) above the transaction list on the right
We will notify you of transactions under review online -- notifications are displayed prominently across different screens:
- Online accounts homepage: You’ll see a message at the top that says, “We’re reviewing a sale for account...” at the top which identifies the account the sale came from. To see more details, choose See sale
- Account sales activity: You’ll see a message that says, “We’re reviewing one or more of your sales.” You can use the Under review filter to view all affected transactions. Choose a transaction to see more details. To download the full report choose the Download icon (downward arrow with a line at the bottom) above the transaction list on the right
Note: Reviews typically take a few business days to complete. If additional information is needed, Chase will contact you directly using the primary email we have on file for your business.
To learn how to add users and manage their access levels, visit our access and security support page.