End User Knowledge Base
Welcome to the Knowledge Base!
The articles in this knowledge base are intended for merchants that login to the gateway application directly.
If you are using a software to launch our gateway application, please use the articles located here: /wiki/spaces/EUKB1I/overview
Search for Keywords or Phrases:
FAQ
- How do I login? Create/Reset Your Password or Unlock Your Account
- Setting up Chrome or Firefox as your Default Browser
- How to Setup Chrome or Firefox as your Default Browser in Windows 10
- Payer name on check is the insurance company
- Clearing browsing data in Google Chrome
- An application error has occurred
- I haven't received my nightly reports
- What does GOOD, BAD, STREET, and ZIP mean?
- How do I create a new password?
- What is my Username?
- I need help registering my account!
ACH
Dashboard
Virtual Terminal
Contacts
- Create a Contact (non-integrated application)
- How to Edit or Delete a Contact
- How to Access a Contact
- Overview
- Store a Credit Card
- How to Run a One-Time Transaction for a Contact
- Add a Recurring Payment
- Edit a Recurring Payment (Place on hold, skip a payment, edit run dates)
- Delete a Recurring Payment
- View a Recent Transaction
- Transaction Reporting
- Void a Transaction
- How to Process a Refund
Reports
Batch
Settings
- Setup a New User
- User Role and Preference Definitions
- How to Deactivate / Re-Activate a User
- Setting User Preferences
- Add, Edit, or Delete a Tag