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Add a one-time charge to your merchant's monthly statement using this feature.Any added Charge will be its own line item on the merchant's monthly statement and is paid out to you in full with your monthly compensation. Adding a One-Time Charge To add a sing...

Easily track applications you have sent or applications that have been self-initiated using one of your Permalinks.  Your applications are organized into three categories: TAB DESCRIPTION Outstanding Applications with one of the following sta...

Use a PayMe to collect payments with the option to include a start date, expiry date and a maximum number of payments. PayMe Details Fields available to create your PayMe will differ depending on which template you choose (SignUp, Fundraiser or Custom). ...

PayMe Forms is where you can create your own form or webpage to collect various payments, such as donations, tournament fees, travel expenses, etc. Each PayMe that is created is given its own designated URL and QR code that you can then share with your custome...

Overview This is where you are able to get a complete overview of your Request, including all of the applicable field values: Recipient name Recipient email address Amount Expiry Date Secret Hint and Secret Answer Invoice Label and Value Description ...

A Refund Request is where you are returning/refunding money, and you are requesting that the Recipient provide the credit card number to which the refund should be sent. The Recipient will receive an email where they will click on the link and be brought to a ...

A Payment Request is where you are collecting money from the Recipient. It allows you to send out a Request via email to a Recipient for a set amount. The Recipient will click on the link, be brought to the Payment Page, and they will input their credit card i...

This is where you are able to send Payment Requests and Refund Requests, and track each of them. A Payment Request is where you are collecting money from the Recipient. It allows you to send out a Request via email to a Recipient for a set amount. The Recipie...

What is a Chargeback A chargeback is a process that allows a cardholder to dispute a credit card transaction and have the money returned to them. It is usually initiated by the cardholder and involves the credit card company reversing the transaction and taki...

Add a recurring charge to your merchant's monthly statement using this feature.Any added Charge will be its own line item on the merchant's monthly statement and is paid out to you in full with your monthly compensation. Add a Recurring Charge Select All Mer...

To process a manual transaction, the following fields are required: Customer Name Customer Email address Credit Card Number Expiration Date Amount You have the option of inputting the following fields: Invoice Number: This field will be displayed ...

Access your Remote Terminal by clicking on:   Start a New Transaction You will also find a list of your Recent Manual Transactions. These transactions are also included in your Transaction Reports. Manual Transactions are not integrated into your registratio...

The Transaction List tool allows you to generate a filtered list of transactions based on date, card type, and transaction type. It's useful for reconciling batches, finding specific payments, or reviewing all recent activity. The Show Refunds button at the t...

This is an overview of debits (withdrawals) and credits (deposits) made to your bank account. There are two types of entries: Billing Statement and Credit Card Sales Billing Statement This type of entry refers to the debiting of your bank account for yo...

Batches Every night at 12:00am EST, all transactions your organization processed that day are grouped together and finalized into "batch".Think of a batch as a daily summary of payments. If no transactions occurred that day, there won't be a batch created...

Billing is withdrawn from your bank account on the 5th of each month. Your statement will be emailed to the address on file and posted here before that. You can download a PDF copy of your statement by clicking on the PDF icon: Billing is done as a separat...

Updating Your Account Information You can review and request changes to your organization's key details - like your name, address, contact info, and banking details - from the Account Information page. Select "Update" beside the field you want to chang...

Rapid Onboarding is broken down into two subsections: PRICING MODELS This is where you will find a list of each of your pricing models as well as their permalink. You can use this link to embed a button within your platform to allow your users to ini...

This page is where you can review your different Offers as well as send out a merchant application using one of your Offers. MULTI-MODEL OFFERS Offers that include more than one Pricing Model for the customer to choose from SINGLE-MODEL OFFE...