Search results for payment sources

59 articles found

• Activating Services

  Services Groups Services Groups are processing endpoints through which companies seek to transact with customers. These endpoints can be quickly activated via our existing integrations. Payment

• Remove Payment Source from Customers

  To remove a Payment Source directly from the Customer's record: Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the list. Scroll to the

• Edit Payment Source from Customers

  To select the default Payment Source directly from the Customer's record: Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the list.

• Add Payment Source from Customers

  To connect a Payment Source to a Customer directly from the Customer's record: Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the

• Update Payment Source expiry date from Customers

  To update the expiry date of a Payment Source directly from the Customer's record: Go to Customers > View All > Actions > Edit for the specified Customer. You can use the filter option or browse the

• Update Payment Source expiry date from Subscription

  To update the expiry date of a Payment Source from the Subscription: Go to Subscriptions > View All > Actions > View details for the specified Subscription. You can use the filter option or browse

• Tokenization and Vault

  Tokenization substitutes sensitive customer data with a series of algorithmically generated numbers and letters called tokens. Credit card numbers (PAN) and account numbers transform into a

• Audit

  The Audit visualises how Users interact with your account through an API call or directly from the Dashboard. This feature allows you to detect anomalies and improve internal processes. The admin can

• Brand Audit

  The Audit visualises how Users interact with your account through an API call or directly from the Dashboard. This feature allows you to detect anomalies and improve internal processes. The admin can

• Add Payment Destination from Customers

  To add a Payment Destination directly from the Customer's record: Go to Customers > View All > Actions > View Details for the specified Customer. You can use the filter option or browse the list.

• Payment Activity

  The Dashboard is a visual representation of your payment data. The dynamic and interactive main page shows real-time data on transactions, charges, and subscriptions. Filter the data in the charts

• Cancel Authorisation

  Payment authorisation cancellation releases the hold over the customer’s account funds. You can cancel the authorisation on a payment that has not yet been captured. It can take up to 7 business days

• Session Vault Tokens: Enhancing Payment Security

  In this comprehensive article, we will introduce you to the 15-minute Session Vault Token—a powerful tool meticulously designed to bolster security and compliance within the realm of payment

• Transfers Setup and Status

  Transfer payments are one-way payments for which no goods or services are exchanged. Transfers enable money flow from your connected payment service to one or multiple customers' bank accounts, such

• Capture Authorisation

  Payment capture is the process of finalising a transaction by settling the funds after a successful authorisation (in other words, a pending payment becomes completed). During authorisation, the

• Add new Transfers

  Transfer payments are one-way payments for which no goods or services are exchanged. Transfers enable money flow from your connected payment service to one or multiple customers' bank accounts, such

• My Billing

  Billing details can be viewed and updated from the Profile Menu. Go to the top corner of the dashboard’s left-hand side. Click on your name to expand the list of options. To add or update your

• List of Supported Services

  Browse all Services, their supported Payment Methods and the covered Regions in the table below: Service Provider Logo Service Provider Name Category Payment Methods Supported by Service Regions

• Add Rules

  Smart Routing lets you define custom rules. These routing rules automatically select Payment Service Providers for the transactions that meet the criteria and filters you’ve applied. A truly

• Split Payments Feature

  Split Payments - it's a new technology that allows our merchants to split the amount of payment between different Vii Gift Cards and other payments methods, and combine it into one Bulk Charge. This

• Add new Charges

  A Charge is a single payment request from your client. It is created through a payment source and linked to a unique ID. A Charge in your account is not necessarily a financial transaction and could

• Download Vault Reports

  To download relevant Transaction data in a CSV format: Go to Vault > All Filtered Items or Just This Page. Download either a single page with 10, 25, 50 or 100 rows or all filtered items based on one

• Add new Authorisation

  Payment Authorisation is a process which guarantees evidence that the customer’s account is valid and offers enough funds to cover the transaction. Card authorisation specifically involves contacting

• Add new Verification

  A $0 Verification is a single payment request from your client which will help to verify their cardholders account before a financial transaction can be processed. This option is only available for

• Add new Fraud Check

  Fraud management is identifying and preventing potential fraudulent actions toward a business or its customers. Fraud checks review transaction activities, users, and accounts to evade fraudulent

• Add new Customers

  Customers are people or businesses that purchase goods or services from other businesses. Every Customer in your account has a unique Customer ID, which automatically allows you to Charge them in the

• Update Requested Charge Status

  Payment Gateways only sometimes provide real-time data on the Charge status. You can manually update the status of requested transactions only and avoid inaccurate reporting and revenue mismatch. To

• Add new Refunds

  Payment refund is the process of transferring funds from your company account back to the customer. The funds will be returned to the payment method the payer used in the goods/service purchase.

• Edit Connected Services

  To edit an activated Services: Go to Services > Actions > Edit for the preferred Service. You can filter by Service Group or search by name. Note: To make a connected Service your default Payment

• Subscriptions

  The Dashboard is a visual representation of your payment data. The dynamic and interactive main page shows real-time data on transactions, charges, and subscriptions. Filter the data in the charts

• Charges

  The Dashboard is a visual representation of your payment data. The dynamic and interactive main page shows real-time data on transactions, charges, and subscriptions. Filter the data in the charts

• Subscription Status

  Subscription payments occur when customers authorise a merchant to charge them for goods or services on a scheduled basis. As opposed to one-time purchases, recurring payments require merchants to

• Dynamic currency conversion with Fiserv

  Dynamic currency conversion (DCC) allows customers to pay in their home currency when making point-of-sale (POS) credit card purchases in foreign countries.It eliminates the need for manual

• Add new Subscriptions

  Subscription payments occur when customers authorise a merchant to charge them for goods or services on a scheduled basis. As opposed to one-time purchases, recurring payments require merchants to

• Add Brand Shared Groups

  Shared groups provide brands with centralised management of shared privileges among multiple users. You decide the group's permissions (what actions to perform and what resources to access) with the

• Check Rules

  To test a Rule before enabling it: Go to Rules > Routing or Charge Reject > Check A Rule section. Choose Currency, Amount, Payment type, PAN (for Card), Address country (optional for Reject) and

• Update Subscription Status

  To update the status of a Subscription (Failed status excluded): Go to Subscriptions > View All > Actions > View details for the specified Subscription. You can use the filter option or browse the

• Company Details

  Company details can be viewed and updated from the Profile Menu. Go to the top corner of the dashboard’s left-hand side. Click on your name to expand the list of options. To add or update the Company

• Add New Access Tokens

  Access tokens are used in token-based authentication to allow users access to your account’s API or dashboard by gathering and providing the required security data for clearance. Permissions are

• Download Subscriptions Reports

  To download relevant Transaction data in CSV format: Go to Subscription> View All > click on All Filtered Items or Just This Page. Download either a single page with 10, 25, 50 or 100 rows or all

• Auto-Void Feature

  Auto Void overview This feature allows you to void a transaction if a timeout or unexpected error occurs at the gateway, reducing the risk of duplicated or unsynchronised charges. By using this

• Download Customer Reports

  To download relevant Transaction data in a CSV format: Go to Customers > History > click on All Filtered Items or Just This Page. Download either a single page with 10, 25, 50 or 100 rows or all

• Download Reports from Charges

  To download relevant Transaction data in CSV format: Go to Charges > View Mode > Download Report > All Filtered Items or Just This Page. Download either a single page with 10, 25, 50 or 100 rows or

• Download Brand Reports from Transactions

  To download relevant brand Transaction data in CSV format: Go to Transactions> View Mode > click on All Filtered Items or Just This Page. Download either a single page with 10, 25, 50 or 100 rows or

• Close account

  To stop using our services, you can close your account: Go to Profile menu > My Billing > Plan > Unsubscribe from the current billing plan. OR Contact our support team from your administrative email

• Priority of Rules

  Smart routing processes payments when the charge meets the first Rule's criteria. If the requirement is unfulfilled, the prioritisation feature attempts the processing according to the second rule.

• Add new Company

  Company / Merchants are people or businesses that sell goods or services to customers and other businesses. As a Brand, you can create multiple Company accounts and monitor, control and review their

• Direct Debit Processing Rules

  Direct debit is a financial transaction in which a person or company withdraws funds from another person’s bank account or credit card. The customer agrees for a business to deduct recurring payments

• Charge status

  Charge statuses help diagnose any issues and act on amendments: charge status description pending a charge awaits capture or cancel requested a charge was requested, but the gateway did not return

• Notification events

  Notifications inform you of all the activity on your account in real-time. Notifications can be delivered by Webhook, email, or SMS and are customizable based on the Customer and a range of other