FAQ

• Introduction to Merchant Portal
• How do I log in or reset my password?
• How do I change my default browser?
• Why is my page blank?
• How can I resolve an "application error" message?
• Why haven't I received my nightly reports?
• What does GOOD, BAD, STREET, and ZIP mean?
• How do I change my password?
• Why am I being logged out?

Generating Credentials -Coming Soon-

ACH

• ACH Status Definitions and Flow
• Run an ACH Transaction in Virtual Terminal

Credit Card

• Card Transaction Response Reason Codes
• Run a Card Transaction in Virtual Terminal
• Account Verification System (AVS) Response Codes

Dashboard -Coming Soon-

• Recurring Declines
• Transactions - History & Forecast
• Additional Graphs

Transactions -Coming Soon-

• Run an ACH Transaction in Virtual Terminal
• Run a Card Transaction in Virtual Terminal
• Process a Refund from a Previous Transaction
• Process a Refund Using the Virtual Terminal

Customer Wallets -Coming Soon-

• Search for a Contact
• Edit or Delete a Contact
• Create a Contact Record

Recurrings -Coming Soon-

• Add a Recurring Billing
• Edit Recurring Billings (Hold, Skip, Change Run Dates)
• Delete a Recurring
• Adding an Account Vault

Reports -Coming Soon-

• Transactions
• ACH Transactions Settlements Summary
• ACH Transactions Summary
• CC Transactions Summary by Type
• Credit Cards Added
• Expiring Account Vaults
• Recurring Billings

Batch -Coming Soon-

• Auto Batch Close Time - Add and Delete
• Manual Batch Close
• Email Batch Close Reports

Settings -Coming Soon-

• Set Up a New User
• User Preference and Role Definitions
• Deactivate or Reactivate a User
• Add, Edit, or Delete a Tag