General

How do I set a default card to a customer?
To add a default card: Login to the dashboard Select PaidPayments On the left hand side, select Customers Click on the customer line to edit   ...
Mon, 25 Jan, 2021 at 3:39 PM
How do I add a second credit card to a customer?
To add a second credit card: Select PaidPayments On the left-hand side, select Create Charge, then click on Quick Charge. Next, select the Custom...
Mon, 25 Jan, 2021 at 3:40 PM
How do I know what my processing rates are?
The processing rates are dependant on the method used to charge the transaction. The rate will be displayed at the top of each entry method, or you can view...
Mon, 25 Jan, 2021 at 6:13 PM
How do I edit the Invoice and Receipt message?
To edit the Invoice and Receipt message: Login to the dashboard Select PaidPayments On the left-hand side, select Settings and then Profile & Cust...
Fri, 22 Jan, 2021 at 11:30 AM
How do I setup my tax rate?
To add a tax rate: Login to the dashboard Select PaidPayments Next, select Settings, and then Taxes Next, select Add a tax rate In the pop-up wi...
Fri, 22 Jan, 2021 at 11:18 AM
How do I add an additional user to my account?
To add a team member: Login to your dashboard On the left hand side, select Settings, then Team Next, in the middle of the screen, select Create a new...
Fri, 22 Jan, 2021 at 11:18 AM
How do I add my bank account for deposits?
Login to the dashboard At the top of the screen, click on the link to Add Bank Details In the popup window that appears, fill out the Routing Number, A...
Fri, 22 Jan, 2021 at 11:12 AM
How do I sign up for PaidPayments?
Login to your dashboard From the dashboard screen, select the PaidPayments option. Select the Type of business and click Next: For Individuals: Firs...
Fri, 22 Jan, 2021 at 11:33 AM
What is a Card-Not-Present Transaction?
A card-not-present or CNP transaction is any transaction for which the physical credit card is not on location when the purchase is made. E-commerce transa...
Fri, 22 Jan, 2021 at 11:35 AM
What is Affiliate Fraud?
Many merchants rely on affiliate advertising networks to direct traffic to their website. Affiliate sites, often as part of a network, post links or referr...
Fri, 22 Jan, 2021 at 11:38 AM