Table of Contents Title and Copyright Information Preface 1 Getting Started Navigation Users and Groups Predefined Payment Groups Privileges Quick Reference 2 Account Holders Add Account Holder Verify an Account Holder Assign an Account Holder Owner Unassign an Account Holder Owner Edit an Account Holder Add Guest Check Card Statement Descriptor to Account Holder 3 Accounts Add an Account Assign a Default Account Assign an Account Owner Unassign an Account Owner Edit an Account Add a New Bank Account Edit Account Guest Check Card Statement Description Close Account 4 Locations Add a Location Open a Location Close a Location Assign Locations to an Account Reassign Location Edit a Location Edit a Location’s Guest Check Card Statement Descriptor Grant Access to a Location 5 Business Day Define a Business Day for the Organization Define a Business Day for a Location Edit a Business Day 6 Payment Terminals Register the Terminal Reassign the Terminal Set Up the Terminal and Configure Network Settings Board the Terminal Manage Terminal Workstations Offline Processing Terminal Responses Understanding Firmware Updates 7 Payments and Payouts Holiday Payout Schedules 8 Chargebacks Accept a Chargeback Defend a Chargeback Explanation of Chargeback Fees 9 Refunds Refund Fees and Process Refund a Transaction 10 Reports Transaction Summary Report Payout Report Chargeback Transactions Report Quick Views Transaction Quick Views Payout Quick Views 11 Troubleshooting Failed Credit Card Captures What if the Terminal Displays TAMPER?