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?
Processing is where to find reporting
How payouts display in a sub-merchant account.
Transaction Cutoff times
How to update your bank account
When do I get my deposits?
Updated by Lynn Varnell
How to create a Customer
- From the left hand menu, navigate to "Customers".
- Select "New Customer" in the top right hand corner.
- Complete the required fields and optional fields as needed.
- Select "Save" at the bottom of the form.