Merchant Account

Merchant Account Basics

• Surcharging Information
• Glossary of merchant account terms
• Payment settings
• User management
• 12-month rule

Using the Merchant Portal

• Why two logins?
• Deposit Timing
• Fees
• Dashboard guide
• Notifications and messages
• Payment returns

Merchant Portal Reports

• Payouts
• Payment history
• Transaction reporting
• Customize and save reports

Merchant Account Tips

• Add email alerts
• How to process a partial refund
• Account Changes
• Tips for incoming disputes

Disputes (Chargebacks)

• The disputes cycle
• Managing disputes
• Responding to disputes