Quick Guides
Step-by-Step "How-to" Help
Now introducing Quick Tutorials!
Just look for the 
icon. Find the information you need in a quick video format.
- New Customer? Here's the perfect Quick Start Video Tutorial
- Getting Started Part 1: Introduction to Your Electronic Payment System
- Getting Started Part 2: Introducing Your Customers to Electronic Payments
- Watch: How to Reset a Password
- How to Add/Edit Email Templates
- How to Void or Refund a Transaction
- How to Add a Customer
- How to Import a File
- How to process a Quick Payment
- How to invoice your customers
- How to create "Pay Now" buttons to insert into invoices or web pages
- How to set up a Recurring Payment Plan
A Recurring Payment Plan is used to pay off a balance.
(i.e. Fred owes me $1,000. I enter the balance, # of desired payments, and any custom first payment.) - How to set up Recurring Bill Payment
Recurring Bill Payment is for scheduled periodic payments.
(i.e. your health club, cell phone, or cable bills) - How to integrate a USB check scanner
- How to integrate a USB credit card swiper
- How to add a new user profile
- How to set up your securely hosted online payment form
- How to help prevent ACH chargebacks
- How to help prevent Credit Card chargebacks
- How to authorize your transactions: ACH | Credit Card
- How to add, edit, or delete email templates
- How to manage fraud settings
- How to void and refund transactions
What do you think?
We launched this Support Center to help you find quick solutions.
Please let us know how we did. Was it helpful to you? Anything you would like to see added? We appreciate your input!
