Merchant Account

Merchant Account Tips

• Merchant Application
• Merchant Glossary
• Merchant account changes
• 12-month rule

Merchant Portal Basics

• Add merchant portal users
• Update your profile
• Amount display formats
• Add email alerts
• Settings
• How to process a partial refund

Using the Merchant Portal

• Why two logins?
• Deposit timing
• Fees
• Dashboard guide
• Portal navigation
• eCheck returns

Merchant Portal Reports

• Payouts (Deposits)
• Payment history
• Transaction reporting
• Report templates

Disputes (Chargebacks)

• The disputes cycle
• Managing disputes
• Tips for incoming disputes
• Responding to disputes