Merchant Account

Merchant Account Basics

• Add User
• Update your profile
• Add email alerts
• Settings
• Merchant account changes
• Merchant Glossary

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

Merchant Account Tips

• Surcharging Information
• How to process a partial refund
• Amount Display Formats
• 12-month rule

Disputes (Chargebacks)

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