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Using the Payments Portal
Using the Payments Portal
59
What user types can I assign to my employees in the Payments Portal?
How do I get started with the Payments Portal?
How do I change my password for the Payments Portal?
How do I sign out of the Payments Portal?
Can I use the Payments Portal to contact the Customer Support Team?
See all 59 articles
FD Getting Started
Getting Started
3
What options do I have for paying my fees?
How does tiered pricing work?
How does interchange pricing work?
Getting Started
Getting Started
11
I am a new customer and I need to program my credit card processing equipment. What should I do?
I am an existing customer and need to program my credit card processing equipment. What should I do?
When can I capture payments from my e-Commerce store?
How can I verify if my order has been shipped?
Can I accept payments from different countries?
See all 11 articles
FD Funding and Deposits
FD Funding and Deposits
3
What is backup withholding?
What is a B Notice?
I have received a B notice; how do I respond?
Funding and Deposits
Funding and Deposits
6
When will I receive my funds?
My funds are withheld, when will I receive them?
Am I exempt from backup withholding?
I have responded to my B notice; when will my funds be released?
How do I stop backup withholding happening in the future?
See all 6 articles
FD Statements
FD Statements
2
When are monthly fees deducted from my bank account?
How do I read my statement?
Statements
Statements
6
How do I access Statements and Reporting?
Can I access my account information online?
Do I get access to my statement before I am charged?
Why am I getting separate charges from Authorize.net?
What is “CSP” and why is it important?
See all 6 articles
Managing my Account
Managing my Account
20
How do I avoid downgrades?
My business recently changed from a sole proprietorship to an LLC. How do I update my account?
I recently moved my business. How do I update my terminal to print the correct address?
I am selling my business, but the new owner would like to continue on with your services. How do we make this change?
How do I add or remove PIN debit, EBT, Voyager/Wex or American Express/Discover?
See all 20 articles
EMV
EMV
19
Why should I use EMV-compliant equipment?
Does my Genius device accept EMV cards?
Why does an EMV card need to be left in the terminal for so long?
Is my POS EMV ready?
How do tips work with EMV transactions?
See all 19 articles
FD EMV
FD EMV
2
How do I void or refund an EMV transaction?
Do EMV transactions batch/settle more quickly than standard credit or debit transactions?
Genius
Countertop
35
How do I set up my Genius device?
How do I check my Genius device is ready to use?
How does my Genius device work?
How do I view transactions that I ran on my Genius device?
How does the Genius device work with my network?
See all 35 articles
Handheld
3
How do I replace the battery in my Genius Handheld device?
How do I care for the battery in my Genius Handheld device?
How do I dispose of the old battery from my Genius Handheld device?
Mini
8
How do I use Genius Mini with my mobile device?
How do I pair my Genius Mini with my mobile device?
How do I find out my device's IP address when using Genius Mini?
How do I connect my mobile POS to Genius Mini?
Can I check if my Genius Mini is connected to my mobile device?
See all 8 articles
Hardware
SwipeSimple
5
SwipeSimple Eclipse A200 - EMV Chip Card Reader User Guide
SwipeSimple Eclipse A200 - Application User Guides (iOS, Android, desktop)
My SwipeSimple Eclipse A200 card reader is not being detected
SwipeSimple Swift B200 - Application User Guides
How do I reset my SwipeSimple password?
Ingenico iCT 220/250
17
How do I reprint receipts on my iCT220/250 terminal?
How do I change the date and time on my iCT220/250 terminal?
How do I view a detailed transaction report on my iCT220/250 terminal?
How do I change the settlement report settings on my iCT220/250 terminal?
How do I change the font size in the batch report on my iCT220/250 terminal?
See all 17 articles
First Data Hardware
FD Verifone VX520
31
Verifone VX520 Setup Guide
How do I access the SoftPay home screen on my VX520 to start processing transactions?
How do I run a credit card sale on my VX520? (Retail account - no tip)
How do I run a non-EMV debit card or EBT debit card sale on my VX520? (Retail account - no tip)
How do I perform a balance inquiry on an EBT card on my VX520? (Retail account - no tip)
See all 31 articles
First Data FD100/130/200
12
FD130 Quick Reference Guides (PDF)
How do I change the time at which my FD100/130/200 terminal automatically settles batches?
How do I enable Private Automated Branch Exchange (PABX) on my FD100/130/200 terminal?
How can I test my FD100/130/200 terminal's network connection?
How do I configure my FD100/130/200 terminal's static IP address?
See all 12 articles
Online Solutions
Partner Portal
12
What is the Partner Portal?
How do I sign in to the Partner Portal?
How do I change my password for the Partner Portal?
How do I reset my password for the Partner Portal?
I have forgotten my user name for the Partner Portal. What do I do?
See all 12 articles
Cayan Payment Cartridge
11
Does the Payments Portal work with Salesforce?
How do I open the Payment Cartridge on Salesforce?
How do I search for orders using the Payment Cartridge?
How do I view transaction details using the Payment Cartridge?
How do payments work with the Payment Cartridge?
See all 11 articles
Magento 1
9
Can I integrate the Payments Platform with my Magento 1 store?
What happens if I cancel an order that does not have an invoice?
How does Kount Fraud Scoring work with the Cayan extension?
How do I install the Cayan extension for Magento 1?
How do I enable the Cayan extension for Magento 1?
See all 9 articles
Magento 2
9
Can I integrate the Payments Platform with my Magento 2 store?
What happens if I cancel an order that does not have an invoice?
How does Kount Fraud Scoring work with the Cayan extension?
How do I install the Cayan extension for Magento 2?
How do I enable the Cayan extension for Magento 2?
See all 9 articles
Privacy, Security, and Compliance
Privacy, Security, and Compliance
3
What is PCI?
What can I do to protect my business against hackers?
What is TLS?
Chargebacks
Chargebacks
16
The chargeback process
How can I defend myself against chargebacks?
How does EMV protect me against chargebacks?
How long should I keep transaction documentation?
What should I do when I receive a retrieval request?
See all 16 articles
FD Chargebacks
FD Chargebacks
2
What is a chargeback?
What is a retrieval request?
Accessing the Payments Portal
Accessing the Payments Portal
6
What is the Payments Portal?
Are there user guides for the Payments Portal that I can download?
How do I activate my Payments Portal user account?
How do I sign into the Payments Portal?
I have forgotten my user name for the Payments Portal. What do I do?
See all 6 articles
Tips and Troubleshooting
Tips and Troubleshooting
0