TIN Matching - IRS TIN Validation
Required owner information
I can't connect my bank account
How to run a sale transaction
How to void a transaction
How to run a sale for an existing customer
How to do a refund transaction
Locating a previous transaction
What are the common transaction types?
How payouts display in a sub-merchant account.
Transaction Cutoff times
How to update your bank account
DDA Update - Dynamic Payout
Passing on Processing Fees to Customers
Cardholder vs. Merchant Initiated
How to identify and reduce fraud in eCommerce environment
Updated by Kelly Cullum
Transactions - what is it?
Need to review, refund, void or double check a transaction? Those details can be found in Transactions in the left navigation bar.
Once you locate the transactions you are looking for you can easily void, refund or create a customer by selecting the elipses (three vertical dots on far right of transaction):
You then have the option to:
- Refund - transaction must have a status of PAID
- Void - transaction must have a status of APPROVED
- Create Customer - this is if you want the card stored in your Account