How To Videos

How can I store customer data securely?
Learn how Customer Vault can help you can store and secure customer data. You’ll also get step-by-step instructions for adding and managing customer informa...
Mon, 30 Sep, 2019 at 7:59 PM
How can I use the Product Manager to help me?
Learn how the Product Manager can help to save you time by only having to enter product information once. You'll learn how to define your products and ...
Mon, 30 Sep, 2019 at 7:59 PM
How do I Authorize and Capture transactions?
This tutorial explains how to authorize and capture customer payment information. You’ll learn how an authorization differs from a sale in the gateway, and ...
Mon, 30 Sep, 2019 at 7:57 PM
How do I create an Order Template?
Order Templates can make processing common orders take almost no time at all. This tutorial will show you how to set up Order Templates and use them in the ...
Mon, 30 Sep, 2019 at 7:57 PM
How do I create Invoices?
In this tutorial, you’ll learn how to create invoices within the gateway. We’ll cover setting invoice amounts, terms, payment methods, and order details as ...
Tue, 14 Jan, 2020 at 5:41 PM
How do I process a transaction?
This tutorial shows you how to run a transaction. You’ll discover which fields are required for both credit cards and checks, how to hide and unhide fields,...
Mon, 30 Sep, 2019 at 7:57 PM
How do I upload a Batch?
This video will show you how to quickly upload and process batches of transactions in the gateway, review the transactions in reports, and how to correct an...
Mon, 30 Sep, 2019 at 7:56 PM
How do I use QuickClick?
Using our Button Creator, you can quickly and easily create Buy Now, Add to Cart, or Donation buttons for placement on your website. For more information on...
Thu, 16 Jan, 2020 at 7:32 PM
How do I Void or Refund a transaction?
In this tutorial, you’ll learn how to void or refund transactions in the gateway. You’ll discover how to stop a transaction and refund monies to customers. ...
Mon, 30 Sep, 2019 at 7:56 PM
What happens when a transaction fails?
In this tutorial, you’ll become familiar with error messages that are shown when a card is declined. You’ll learn the difference between error messages and ...
Mon, 30 Sep, 2019 at 7:55 PM