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
When do I get my deposits?
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- User Type Descriptions
User Type Descriptions
Updated by Kelly Cullum
Merchant Employee - Will have access to everything to process, void, or refund payment but cannot review disputes.
Merchant Accounting - This is intended for an accountant or bookkeeper requiring reporting and additional tools to reconcile.
Merchant Manager - Grants access to everything above including reports.
Merchant Admin - Typically paired with Merchant Manager so that person can add users.
Merchant Applicant - This implies the owner registered on file and cannot be assigned.