Merchant Account

Merchant Account Tips

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

Merchant Portal Basics

• Add merchant portal users
• User profile
• Amount display formats
• Email alerts
• Partial refunds

Using the Merchant Portal

• The Merchant Portal requires its own username and password
• Getting paid
• Processing fees
• Dashboard guide
• Portal navigation
• eCheck returns

Merchant Portal Reports

• Payouts (Deposits)
• Monthly Statements
• Form 1099-K for tax reporting
• Merchant Portal reports
• Payment history

Disputes (Chargebacks)

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