FAQ

The Benefits of Recurring Billing for Subscription-Based Services

The subscription economy is thriving. Multiple businesses across industries (streaming services, SaaS platforms) reap significant rewards from recurring billing systems. What are they? Recurring billing is an automated payment method where customers are charged at...

How to Update a Bank Account in the Easy Pay Direct Gateway

Step 1: Log into gateway site Click on “List Accounts” on left sidebar Main Menu   Step 2: Place the name of the merchant you are updating the “Merchant Search” search bar and hit enter:   Step 3: Click on name of merchant you are updating:   Step 4:...

How to use Retail SwIPe Software in the Easy Pay Direct Gateway

Text Overview on Retail SwIPe: SwIPe is a Microsoft Windows based PC application. SwIPe enables merchants using card readers to accept card-present transactions by installing a lightweight Windows-based point-of-sale software application. It provides merchants and...

How to Run Reports in the EPD Gateway

Text Instructions on How To Run A Report in the Easy Pay Direct Gateway Step 1: Login to the Gateway and find the Merchant Account you are working on. Step 2: Sign into gateway account as ‘ADMIN’ User. Step 3: From the ‘Main Menu’, click on ‘Reports’ under ‘Trans...

How to Use Fraud Prevention™

Text Information on How to Use Fraud Prevention™  Detect Fraud Before it happens with Fraud Prevention in the Easy Pay Direct Gateway! Sixty-two percent of companies were subjected to attempted or actual payment fraud in 2014. As the payment processing landscape...

Adding a Merchant Defined Field

Text Instructions for Adding a Merchant Defined Field: Step 1: Login to the gateway account as ‘ADMIN’ User. Step 2: Click on ‘Settings’ under the ‘Options’ heading from the left hand side’s Main Menu. Step 3: Click on ‘Merchant Defined Fields’ under the ‘Transaction...

How To Use The Customer Vault

**To utilize the Customer Vault in the Easy Pay Direct gateway, the Customer Vault service will need to be agreed to and enabled.**   Text Instructions for the Customer Vault in the Easy Pay Direct Gateway Step 1: Login to the gateway account as ‘ADMIN’ User....

How to Use Advanced Load Balancing

Text Instructions on How to Use Advanced Load Balancing (Transaction Routing) Step 1: Locate the correct gateway account. Go to Advanced Merchant Features and click the Edit button. Step 2: Click the checkbox next to ‘Enable Advanced Load Balancing interface’ and...