Table of Contents Title and Copyright Information Preface 1 Getting Started Navigation Business Management Dashboard Understanding the Business Organization Structure Set Up the First Business Users and Groups Predefined Payment Groups Privileges Quick Reference 2 Businesses Add a Business Verify a Business - Know Your Customer (KYC) Assign a Business User Unassign a Business User Edit a Business Card Statement Descriptors 3 Business Units Add a Business Unit Assign a Business Unit User Unassign a Business Unit Owner Edit a Business Unit Edit Business Unit Card Statement Descriptor 4 Business Accounts Add a Business Account Edit a Business Account Assign a Business Account Owner Unassign a Business Account Owner Edit Business Account Card Statement Descriptor View Payment Locations within a Business Account 5 Locations and Sub-locations Add a Location Assign Locations to a Business Account Reassign Payment Location’s Account Edit a Location Assign Users to a Location or Sub-location Unassign Users from a Location Sub-locations Add a Sub-location Edit a Sub-location View Sub-location 6 Business Day Define a Business Day for the Organization Define a Business Day for a Location Edit a Business Day Adjust a Business Day 7 Payment Terminals Set Up the Terminal and Configure Network Settings Network Allowlist Register the Terminal Manage Terminal Workstations Board the Terminal Reassign the Terminal Offline Processing Terminal Responses Understanding Firmware Updates Securing your Payment Terminals 8 Payments and Payouts Payout Schedules 9 Chargebacks Accept a Chargeback Defend a Chargeback Explanation of Chargeback Fees 10 Refunds Refund Fees and Process Refund a Transaction 11 Reports Transaction Summary Report Payout Report Chargeback Transactions Report Quick Views Transaction Quick Views Payout Quick Views 12 Troubleshooting Failed Credit Card Captures What if the Terminal Displays TAMPER?