GATEWAY TRAINING

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.

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.

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.

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.

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.

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.

This tutorial covers everything you need to know about QuickBooks SyncPay. It covers everything from the initial installation all the way to processing an invoice, processing a sales receipt and how to sync your settled transactions.