A Hosted Form will generate
An Embed Code and a URL
Visibility to Reports is determined by
Permissions
Define Card Not Present
The cardholder/customer is not physically present with their card or digital wallet at a payment terminal. Payment details are transmitted electronically via their online website, app, phone or mail.
List 2 ways an application can be signed
E-Sign
Manually Signed
External E-sign
A Root Agent is determined by
No Owner
An Authorize only transaction will later have to be
Captured in the transaction screen
Name 2 Reports available under Reporting
Authorizations
Batches
Payouts
Chargebacks
Statements
Risk
Reserve
ACH Rejects
Other
Define Card Present
The cardholder/customer is physically present and makes a payment with their card or digital wallet at the time of sale via swipe, chip insert, or tap at a payment terminal.
Automations and Pricing can be added to a ______ which can serve as a template for applications
Campaign
A Role can serve as a ______ for Permissions.
Template
Does our Virtual Terminal accept Level 2 and Level 3 Processing?
Yes!
The Payouts page shows...
all of the deposits that the Merchant received from their settled transactions-batches.
Define ACH Credit
A transaction in which the merchant initiates a transfer of funds from their ACH account to a customer’s account.
If a merchant is not a US national and therefore does not have a SSN, what can they provide in place of the SSN?
NID (National ID)
A user is getting a 403 error when trying to edit another users permissions, why?
They need to log in as the user above them.
List 2 actions a merchant can take in the Cargebacks page
View a chargeback
Dispute a chargeback
Export a chargeback report from the Filters tab
Define ACH Debit
A transaction in which the merchant initiates a withdrawal of funds from a customer’s ACH account.
If Plaid is enabled on a campaign, what effect will this have on the applications submitted using that campaign?
****Bonus****
Can Plaid be bypassed, if so, how?
It will verify the Identity and Bank Account info entered.
****Bonus Answer****
Yes, they can click the 'X'
In the permissions page, what is the difference between 'Use' and 'Reassign'?
Use - the user will be able to perform the function
Reassign - The user is able to assign this permission to a sub user
If a user who created sub users is deactivated, what happens to the sub users?
The sub users will still be able to log into the dashboard but will receive an error message.