TopsPay User Portal
Tops version 9.5 or higher required. Minimum Mac OS 13.0 (Ventura)
TopsPay User Portal Setup: Single Sign on
1
Log into Tops and click on "PRACTICE SETUP".
2
Enter your Tops password and click "OK".
3
Once the Practice Setup window opens click on the more menu (>>). Then click on "SINGLE SIGN-ON".
4
Once in the Signal-Sign on window click on "TOPSPAY PORTAL".
5
To allow team members access click on the + in the lower left corner. This will allow you to add the username and password needed for access to the TopsPay portal. Everyone will share a Single username and password.
6
Click into the staff member field and in the list select the team member you would like to add.
7
Then check the box for each of your practice locations.
8
Then enter username and password provided by Tops.
9
Once complete click on "ADD PASSWORD".
10
Once the password is added either for the doctor/team member you can duplicate user to give access to additional team members. To begin click on the team members name to select them.
11
Then click on the duplicate icon.
12
Select the next team member you would like to give access then hit the TAB key on the keyboard to move to the next field.
13
You will notice that the practice locations are already checked and the username and password has been entered.
14
Click "ADD PASSWORD". Repeat the above steps until all team members have access.
Staff/Security Permissions
15
In the practice setup window click "STAFF/SECURITY".
16
Click "STAFF MEMBER SECURITY" tab.
17
Select the staff member from the list.
18
Scroll to find "ACCESS TOPSPAY PORTAL" in the list. Check the box to give access.
Reviewing TopsPay Portal: Reports
19
From the Menu bar Click "REPORTS".
20
Click "TOPSPAY PORTAL".
21
Enter your Tops password when prompted.
22
Click "OK"
23
The TopsPay portal window will open to the dashboard. Here you will see a summary of your account.
24
To change merchant account click on the down arrow to select the preferred location.
25
To view your reports Click "REPORTS" from the navigation menu on the left side.
26
To view or print deposit reports by batch date, transaction, and amount for a given date range click on "OPEN" on the Deposit report.
27
Once open enter the date range to view deposits.
28
Click on the down arrowhead to view itemized details for each deposit.
29
To view or print reconciliation deposit reports by batch date, transaction, and amount for a given date range click on "OPEN" on Reconciliation report.
30
To view itemized details click on the down arrowhead.
31
To view or print fee statements for a given date range click "OPEN" on the Fee statements report.
Fee statements are available on the 8th of the following month.
32
To view the statement click on "VIEW STATEMENT". Fee statements are generated based on deposits that are created in a given fee statement month. If a deposit was created in the month, any transactions that are a part of that deposit will be included.
33
To view disputed charges. Upload supporting documents and challenge disputes from credit card brands click "OPEN" on Disputes Manager report.
Tip! You can also access Diputes from the side navigation menu. Just click on "DISPUTES".
34
To view Dispute details click on the icon in Transaction ID field.
35
To upload supporting documents click on the icon in Upload Docs.
Payments Menu
36
To view the Payments menu Click "PAYMENTS" from the side navigation menu. Here you will see all payments and failed attempts.
37
To view the payment details click on the line item.
38
To view Failed attempts Click the "FAILED ATTEMPTS" tab.
39
Click on the line item to display the payment details.
Branding and Notification Settings
40
Click "SETTINGS" from the side navigation menu.
41
Click "BRANDING" to upload practice logo.
42
To add emails to receive notifications click on "NOTIFICATIONS" check boxes for type of notifications and enter email address in the field. To add multiple email addresses click on +Add cc.
TopsPay User Portal
Tops version 9.5 or higher required. Minimum Mac OS 13.0 (Ventura)
TopsPay User Portal Setup: Single Sign on
1
Log into Tops and click on "PRACTICE SETUP".
2
Enter your Tops password and click "OK".
3
Once the Practice Setup window opens click on the more menu (>>). Then click on "SINGLE SIGN-ON".
4
Once in the Signal-Sign on window click on "TOPSPAY PORTAL".
5
To allow team members access click on the + in the lower left corner. This will allow you to add the username and password needed for access to the TopsPay portal. Everyone will share a Single username and password.
6
Click into the staff member field and in the list select the team member you would like to add.
7
Then check the box for each of your practice locations.
8
Then enter username and password provided by Tops.
9
Once complete click on "ADD PASSWORD".
10
Once the password is added either for the doctor/team member you can duplicate user to give access to additional team members. To begin click on the team members name to select them.
11
Then click on the duplicate icon.
12
Select the next team member you would like to give access then hit the TAB key on the keyboard to move to the next field.
13
You will notice that the practice locations are already checked and the username and password has been entered.
14
Click "ADD PASSWORD". Repeat the above steps until all team members have access.
Staff/Security Permissions
15
In the practice setup window click "STAFF/SECURITY".
16
Click "STAFF MEMBER SECURITY" tab.
17
Select the staff member from the list.
18
Scroll to find "ACCESS TOPSPAY PORTAL" in the list. Check the box to give access.
Reviewing TopsPay Portal: Reports
19
From the Menu bar Click "REPORTS".
20
Click "TOPSPAY PORTAL".
21
Enter your Tops password when prompted.
22
Click "OK"
23
The TopsPay portal window will open to the dashboard. Here you will see a summary of your account.
24
To change merchant account click on the down arrow to select the preferred location.
25
To view your reports Click "REPORTS" from the navigation menu on the left side.
26
To view or print deposit reports by batch date, transaction, and amount for a given date range click on "OPEN" on the Deposit report.
27
Once open enter the date range to view deposits.
28
Click on the down arrowhead to view itemized details for each deposit.
29
To view or print reconciliation deposit reports by batch date, transaction, and amount for a given date range click on "OPEN" on Reconciliation report.
30
To view itemized details click on the down arrowhead.
31
To view or print fee statements for a given date range click "OPEN" on the Fee statements report.
Fee statements are available on the 8th of the following month.
32
To view the statement click on "VIEW STATEMENT". Fee statements are generated based on deposits that are created in a given fee statement month. If a deposit was created in the month, any transactions that are a part of that deposit will be included.
33
To view disputed charges. Upload supporting documents and challenge disputes from credit card brands click "OPEN" on Disputes Manager report.
Tip! You can also access Diputes from the side navigation menu. Just click on "DISPUTES".
34
To view Dispute details click on the icon in Transaction ID field.
35
To upload supporting documents click on the icon in Upload Docs.
Payments Menu
36
To view the Payments menu Click "PAYMENTS" from the side navigation menu. Here you will see all payments and failed attempts.
37
To view the payment details click on the line item.
38
To view Failed attempts Click the "FAILED ATTEMPTS" tab.
39
Click on the line item to display the payment details.
Branding and Notification Settings
40
Click "SETTINGS" from the side navigation menu.
41
Click "BRANDING" to upload practice logo.
42
To add emails to receive notifications click on "NOTIFICATIONS" check boxes for type of notifications and enter email address in the field. To add multiple email addresses click on +Add cc.
