Order Management

Web Store

• Customer Account
• Pre-authorize a Card
• Card Verification Error
• Email Not Received

Order Alerts

• Email Notification Sent to Staff
• Email Receipt Sent to Customer

Portal

• Intro to Portal [video]

Order Entry

• Intro to Order Entry [video]
• Card Reader Warranty Policy
• Setting Up the Card Reader
• Express Contact
• Express Contact with Import List [video]
• Existing Contact

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Deposit Accounts

• Add or Modify Deposit Account

Receipt Notes

• Intro to Receipt Notes
• Create a Receipt Note
• Edit a Receipt Note

Payment Lookup

• Intro to Payment History [video]
• History by Item or Order
• History by Import List

Voids & Refunds

• Intro to Voids & Refunds [video]
• Process a Void or Full Refund
• Process a Partial Refund
• Bulk Refunds
• Refunds to a Closed Customer Bank Account
• Declined Refunds