Access the TopsPay Portal

The TopsPay Portal allows you to view payment activity, reports, and transaction details outside of the patient chart.

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Features of the TopsPay Portal

Access the TopsPay Portal from within Tops

Access the TopsPay Portal from a Web Browser

Features of the TopsPay Portal

TopsPay Portal User Guide: TopsPay User Portal

Location Dropdown: Switch between merchant locations

Dashboard: Review of Gross Sales, Net Sales, Total Refunds in a selected date range.

Reports: View reports on all activity in a date range - Deposit, Reconciliation, Fee Statements and more.

Payments: Review every attempted payment by Tops Account Holder name, including those that have successfully processed, declined, have been voided or refunded. For failed payments, the failed response from the Financial Institution is also visibile (i.e. Do Not Honor, Insufficient Funds, Pick up Card, Account Closed, etc.).

Disputes: Individual patient payment disputes and response deadlines are listed once a dispute has been registered.

Settings: Edit account banking details, review Team Settings, update Branding details for any receipts manually sent from Stax, and assign recipient email addresses for Notifications (failures, disputes, and refunds). Please see more information below regarding Team Settings.

Access the TopsPay Portal from within Tops

Go to Reports
Select TopsPay Portal

The portal will open in a new window. Log in using your Single Sign-On (SSO) credentials.

If you cannot access the portal:

Your staff permissions may need to be updated.
Your SSO credentials may not be set up
You may need to update your MacOS
Your System Encryption key may need installing

Requirements:

Initial set-up is configured by Tops Onboarding or Tops Support.
1. Single Sign-on must be configured using only the activation email address as the username and password provided by tops.
2. To add, remove or modify a staff member's access to the TopsPay Portal, click the knowledge base article below:
  
  Single Sign-on - Add, Duplicate, Edit or Remove a Staff Member
Ensure the System Encryption Key is installed on every workstation that needs access to the TopsPay Portal.
1. To install the system encryption key on a workstation, click teh knowledge base article below:
  
  Install the System Encryption Key on a Workstation
Provide staff members permissions to allow access to the TopsPay portal.

Upgrade to the minimum macOS - Ventura 13.0.

Apple>About this Mac

Once the above requirements have been met, access the TopsPay portal from Tops from the Reports Menu:

Reports>TopsPay Portal
Enter your Tops password when prompted to access the portal.

*You will be asked twice for your Tops password the first time you access from your workstations.

Access the TopsPay Portal from a web browser

There are times when you need to access TopsPay from a web browser.

To do so, you will need to establish additional user accounts in the Team Settings of your TopsPay portal. These user credentials should be used for web-browser access only and should not be added to Single Sign-on within Tops.

Web browser access can be helpful with the following:

Exporting and printing reports from the TopsPay portal
Accessing the TopsPay portal from a workstation that does not have Tops installedl

Step 1: Access the TopsPay portal from Tops

Step 2: Add the new Team Member

Click Settings
Click Team Settings

Click the button Add Team Member
Add Team Member name, email address, and password. Note: the email address must be a unique email address
Assign a role

Click the Save button.

Step 3: Email Tops Support to link locations

*This step is only required if you have multiple merchant locations and the team member needs access to all merchant locations.

Email [email protected] the name and email address of thel team member(s). Request that the team member be added to all or specific locations.