Processing on the Gateway
This tutorial shows you how to run a transaction. You’ll discover which fields are required for both credit cards and checks, how to hide and unhide fields, and how to print and email receipts.
Authorize and Capture Transactions
This tutorial explains how to authorize and capture customer payment information. You’ll learn how an authorization differs from a sale in the gateway, and how to go back and capture an authorized transaction at a later date.
In this tutorial, you’ll learn how to void or refund transactions in the gateway. You’ll discover how to stop a transaction and refund monies to customers.
Order Templates can make processing common orders take almost no time at all. This tutorial will show you how to set up Order Templates and use them in the Virtual Terminal.
In this tutorial, you’ll become familiar with error messages that are shown when a card is declined. You’ll learn the difference between error messages and where they originate.
Learn the two facets of recurring payments–plans and subscriptions. You’ll also get step-by-step instructions on how to set up plans and add subscribers for recurring payments.
This video will show you how to quickly upload and process batches of transactions in the gateway, review the transactions in reports, and how to correct any errors.
Example Files:
batch-upload-general-header-descriptions.xls
batch-upload-headers-customer-vault.xls
batch-headers-recurring.xlsInvoicing
In this tutorial, you’ll learn how to create invoices within the gateway. We’ll cover setting invoice amounts, terms, payment methods, and order details as well as how to manage all created invoices.
Learn how the Product Manager can help to save you time by only having to enter product information once. You’ll learn how to define your products and packages, including SKU, description, pricing and other product information. In addition, you’ll see how to access your created products and packages when processing a transaction.
Learn how Customer Vault can help you can store and secure customer data. You’ll also get step-by-step instructions for adding and managing customer information, including how to run a transaction from data already entered in the vault.
Mobile, POS, and QuickBooks
In this tutorial, discover how to access and download the iProcess mobile app for Android. You’ll learn how to setup your account, run a transaction, view and send a customer’s receipt, add a card reader to swipe credit cards, refund a transaction, and change settings in the app.
This tutorial shows you how to access and download the iProcess app for iOS. You’ll learn how to setup your account, run a transaction, view and send a customer’s receipt, add a card reader to swipe credit cards, refund a transaction, and change settings in the app.
This tutorial will give you an overview of the SwIPe POS desktop application. You’ll learn how to download, install and use the software to accept card present transactions.
Security and Fraud Scrubbing Features
This tutorial will show you how to set rules for accepting and rejecting transactions based on the address of the customer. You’ll receive step-by-step instructions for customizing address verification based on the processor and national or international transactions.
In this tutorial, learn how to set rejection rules for transactions. You’ll discover how to change settings for processors as well as national or international transactions to fit your business requirements.
This tutorial explores how to limit access to the gateway control panel or API by IP address. You’ll see how to quickly add your current IP address and host names to control access to the gateway.
General Gateway Settings
In this tutorial, you’ll learn how to update your account information. This includes making edits to merchant contact and billing profiles.
This tutorial will show you how to add and manage users in the gateway. You’ll also learn how to customize features and permissions on a per user basis.
Merchant Defined Field Settings
This tutorial covers how to create merchant defined fields and how you can tie them to a transaction during the checkout process on the Virtual Terminal and QuickClick interfaces.
Learn how to set your country and currency type. Once this is established, the gateway will process transactions according to these settings.
In this tutorial, you’ll be shown where to locate all mobile and desktop licenses that have been generated for your account. You’ll learn how to delete licenses and see any previously deleted licenses.
In this tutorial, you’ll discover how to add your logo to the gateway’s internal invoicing system. Doing this allows your logo to appear on emails and PDFs sent out with invoices.
This tutorial shows you how to automatically route credit card and check transactions to different processors. You’ll learn how to set the processor and dollar amounts as well as the maximum dollar amounts that can be routed to each processor.
In this tutorial, you’ll learn how to schedule daily settlement times for each processor in the gateway. You’ll see firsthand how to adjust your settlement time(s), as well where you can access the full history of settlement time changes.
This tutorial will show you how to configure convenience fee/surcharge information in the gateway. You’ll learn how to set surcharges based on a fixed amount or percentage and how to add it to a transaction.
In this tutorial, you’ll learn how to put your gateway in test mode. This is a helpful feature for people who are setting up their website to accept payments so they can test everything out before starting to accept transactions.
Integrating with the Gateway
This video will walk you through the supported gateway integrations. You’ll get an overview of our APIs, SDKs and shopping carts as well as documentation available to integrate to the gateway.
In this tutorial, discover how to customize information that’s returned in API responses. You’ll learn how to add and remove fields so you can return the necessary fields that are relevant to your business.
This tutorial will show you what you need to integrate Apple Pay into the gateway. You’ll find out what’s needed to get set up with this service, along with how to access documentation to troubleshoot integration issues.
This tutorial will show you how to use this gateway’s hosted shopping cart solution. You’ll learn how to use the button generator to create links or buttons so customers can make purchases from your website. You’ll also learn how to customize these buttons by including a redirect link following a transaction and a security key to ensure transactions are secure.
This tutorial shows you how to create and obtain security keys that are needed for the Three Step Redirect API and/or QuickClick shopping cart.
Reporting
Discover the capabilities of the gateway’s reporting feature. You’ll learn how to review transactions according to specific search criteria. You’ll also learn how to void, refund, or run additional transactions; print or email transaction receipts; and create subscriptions based on transaction details from reports.
In this tutorial, learn how to modify the fields in the Excel or CSV downloads that you get from the reporting screen in the gateway. You’ll discover how to create reports with only the data you need to see and how to select your custom report when downloading a report or even set it as your default.
