Master your
payment gateway.

Learn how to process a transaction from start to finish. Covers required fields for credit cards and checks, how to hide and show fields, and how to print or email receipts to your customer.

Discover the gateway's full reporting capabilities. Learn to search transactions by specific criteria, void or refund from reports, print or email receipts, and create subscriptions directly from transaction records.

Learn the two facets of recurring payments — plans and subscriptions. Get step-by-step instructions on how to set up billing plans and add subscribers for automatic recurring payments.

Learn how the Customer Vault securely stores customer payment data. Covers adding and managing customer profiles and how to run a transaction directly from existing vault records — no re-entry needed.

Learn the difference between voiding and refunding, and when to use each. Step-by-step instructions on stopping an unsettled transaction and returning funds to your customer's card.

Learn to create professional invoices within the gateway. Covers setting amounts, payment terms, accepted payment methods, and order details — plus how to manage and track all created invoices.

Everything you need to know about QuickBooks SyncPay — from initial installation through processing invoices, handling sales receipts, and syncing your settled transactions directly to QuickBooks.