Gateway Functions

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 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...

How to do a Batch Upload

When uploading batch files, 50,000 transactions can be run within 90 minutes. Text Instructions for Batch Uploads with the Easy Pay Direct Gateway Step 1: Login to merchant’s gateway account. Step 2: Click on ‘Batch Upload’ from the ‘Main Menu’ under ‘Other Services’....

How to use Electronic Invoicing Through the EPD Gateway

Electronic Invoicing with the Easy Pay Direct Gateway is a simple way to invoice your clients.  The Easy Pay Direct Gateway gives you the ability to customize the header, colors and font for your invoices through html editing (which may require a web designers /...

How to use Load Balancing

If you're unsure what Load Balancing is, you can find out more details about Load Balancing here. For more details, check out ADVANCED Load Balancing (Transaction Routing). Text Instructions for How to use Load Balancing Step 1: Login to the correct gateway account as...

How to use Retail SwIPe with the Easy Pay Direct Gateway

The Retail SwIPe software allows you to connect a USB Swipe device or chip reader to your computer and process payments through your Easy Pay Direct Gateway.  SwIPe is a Microsoft Windows based PC application.  While this makes us sad, there isn't currently a mac...