The My Account Dashboard provides you with a single location for accessing all of your Heartland Accounts and products.
The menu bar
At the top of the page is a menu bar which provides some basic information about your account.
-
Location – Your current location.
You may also choose other locations if your company has multiple sites.
-
Questions – A link to the knowledge base, where you may find articles about all Heartland products, a link to online chat, or a direct phone number for support.
-
Shopping Cart – Here you can see a list of all items that you have placed in your shopping cart, which are ready for purchase.
-
Heartland Applications – Here you can find direct access to individual applications in the Heartland ecosystem.
These are divided into categories, including: - Recently Used Applications
- Payments+
- Payroll+
- Point of Sale
-
Account Administration
Here you may see information about you, including your role. You may also set your screen preferences here, to show mode: light mode, dark mode, or based on your system preferences.
On this screen you may also choose to sign out of your account.
The Left Navigation Bar
On the left side of the screen you will see an expandable menu containing all products available through Heartland.
The first three links are divided into the main categories of
Each of these can be expanded to see the various product lines:
-
Payments+
- Payments Manager+
- Integrations
- Bill Pay
- ACH Reporting
- In Person
- Point of Sale
- Payroll+
Below these links are the following:
- Capital - here you can find information about resources for gaining more capital for growing your business.
- Reports - Here you can find various reports about your business.
Below this are some convenient links where you can
- Buy Equipment - restock on POS printer paper and other supplies
- Account Settings - view your current account settings, including company information and address. You may request changes to this information from this page.
- Help & Support - gain access to our extensive Help Center, or reach an agent directly.
In the center of the page, you will see a basic dashboard of several accounts. The display will vary, depending on the types of accounts to which you are currently subscribed.
For example, for those with a Payment account, you will see a widget for
- Gross sales
- Last Deposit
-
A chart demonstrating your payments account at a glance, including
- Revenue by day
- Transaction count by day
- Payment method
- Access to Help Center articles
- A Discover section, where you can explore new products.