Merchant Login

 
Login
The merchant may proceed to the Login page by clicking the Login hyperlink. 
 
 
Login Steps
Step 1: Enter the Username 
Step 2: Enter the Password 
Step 3: Click Login
 
Once the merchant has successfully logged into the gateway, the Quick Launch page will load.  This is the gateway Home page. 
 
Password Hint
If password hint is specified for the current user it will appear after entering a wrong password and pressing the Login button.
 
Forgot Pasword
Step 1: Click Forgot Password 
 
 
Step 2: Enter the Username associated with your gateway account 
 
 
Step 3: Click on Send Password Reset 
 
An email will be sent to the above user email address with further instruction. 
 
Instructions to change the password 
Step 1: Open the email sent to you by the gateway.  
Step 2: Click the hyperlink or paste it into your browser.  
Step 3: Enter New password.
Step 4: Confirm the password by reentering the New password.
Step 5: Click on Set Password.
 
You may now login with your new credentials.
 
Setup Account
A new merchant has the option to create a new account with the  gateway. 
 
Steps to setup an account
Step 1: Click on Register. 
 
 
 
Company Information
There are multiple steps to setting up a new company and a merchant account.  Some of these steps are completed by the merchant and the remaining steps are done by Gateway Support or your sales representative.  
 
Step 2: Complete the Company Information and contact details along with the Email Address associated with the gateway account. 
 
 
Contact Information
After completing the company information and primary contact data fields, the merchant will then proceed to the creation of the primary user account. To expedite setup use the Copy from Company Information checkbox to transfer previously entered information to the contact information fields.  
 
Step 3: Complete company Contact Information and company contact’s Email Address. Fields marked with the red outline are required. Proceed by clicking the Next button. 
 
 
The Next button with save the data on the page, Back will not.  Finish will save the data and take you to the end of the setup wizard.  Unfinished pages will have to be completed with the help of a Support person or your sales representative.  Cancel will cancel the setup process.  After cancelling the setup, the user cannot recover the setup data.  He will have to contract support to finish their gateway enrollment.  
 
Create (Primary) User 
Once created, the primary user cannot be deleted.  Primary Contact details can be changed at any time.
 
Step 4: Complete the Create User fields.
 
Payment Types 
Step 5: Select the appropriate Type of Payment. 
Complete the Payment Type details by choosing the payment types associated with the company and the payment process requirements.  The different options of types of payment include: 
  • ACH
  • Credit Card
  • eCheck
  • Star Card
  • Cash
Modules 
Step 6: Identify the modules that you wish to include:
  • Tokenization - Data Vault
  • Passenger Agency
  • Split Funding
  • FBI Tools
  • Account Updater
  • Interchange Optimizer
  • Chargeback Response Portal. Note: Enabling this module will add a 5th step in which you fill out a Chargeback Response Program Interview.
  • Cardinal Commerce 3D Secure
  • Accertify - Fraud Detection
  • Echo Data Exchange
 
 
Merchant can proceed by clicking the Next icon. 
 
Setup Billing Information
Step 7: Enter the Billing Information

Payment Information
Step 8: Enter Payment Information
1. Enter the Bank Name, Routing Number and Account Number. 
2. Choose the Bank Account Type. The options are Checking or Savings.  This account will be used to automatically gateway fees via ACH.  It’s important to note, the account information entered here has no effect on settlement deposits. Those bank account details are maintained at the merchant account level with the processor.  
3. Choose the ACH Account Type. The options are Personal or Business.  
4. Enter Check Number (optional)
5. Description is an arbitrary description the merchant may use to describe the bank account used for automatic payment of gateway fees.
 
New Merchant Account
Step 9: Enter the Merchant Account Name.  The name should be descriptive to the type of account being created i.e. Ecommerce Bank Cards or Online Checks.
 
 
Bank Details 
Step 10: Enter the banks details associated with the New Merchant Account. Here you can either use default company details or override it. Required information: 
1. Enter the Bank Name, Routing Number and Account Number. 
2. Choose the Bank Account Type. The options are Checking or Savings.  This account will be used to automatically gateway fees via ACH.  It’s important to note, the account information entered here has no effect on settlement deposits.  Those bank account details are maintained at the merchant account level with the processor.  
3. Choose the ACH Account Type. The options are Personal or Business.  
4. Enter Check Number (optional).
 
Proceed by clicking Next or Finish.  
 
Chargeback Response Program Interview
Step 11: On this step Chargeback Response Interview Program information can be entered. Note: This step is added only if the module Chargeback Response Portal was selected on the 3rd step
 
Proceed by clicking Next or Finish.
 
Step 12: The Terms and Conditions page will load. Accept the Terms and Conditions by clicking the checkbox next to “I have read and agree to the Terms and Conditions above.”
 
Step 13: Click on I Agree icon, if you agree all terms and conditions.
If you do not agree with the terms and conditions of the gateway processing agreement, you may click the icon stating “No Thanks” and proceed to cancel the account setup. 
 
This completes the merchant portion of Setup Account.
 
 
 
 
 
 
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