- All Categories Customers
Onboarding
Pending Ack
TIN Matching - IRS TIN Validation
Required owner information
I can't connect my bank account
Login
Transactions
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?
Transactions screen
Customers
Payouts
How payouts display in a sub-merchant account.
Transaction Cutoff times
How to update your bank account
DDA Update - Dynamic Payout
Developers
Passing on Processing Fees to Customers
Cardholder vs. Merchant Initiated
How to identify and reduce fraud in eCommerce environment
PCI Compliance
Chargebacks
Reporting
Users
Accounts
Customers
How to create a new customer from a transaction
How to create a new customer from an existing transaction. Login. From the left hand menu, navigate to "Transactions". By default the most recent transactions will be listed. You can also search by D…
How to create a new customer
How to create a Customer. Login. 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. Sele…