Support Documents

Getting Started & Access

Login, first-time setup, and welcome email help.

Running Transactions

Run sales, handle failures, refunds, wallets, and QuickClick.

Batch Processing, Settlement & Funding

Batch uploads and settlement schedule configuration.

Invoicing, Recurring Billing & Customer Payments

Send invoices, set up recurring billing, and store customer payment methods.

Fraud Prevention & Security

Risk tools, verification settings, and secure access controls.

Transaction Routing & Load Balancing

Routing rules, advanced logic, and checkout fee settings.

Reporting & Reconciliation

Reports, search tools, exports, and accounting integrations.

Integrations & API Access

Connect platforms, manage API settings, and use the Integration Portal.

Account, User & Gateway Settings

Manage users, account details, branding, and banking information.

Reference & Advanced Tools

Definitions, funding options, and deeper reference material.