Call Outs
This is what happens when a merchant calls in and has not been converted & needs assistance w/ their Payeezy account.
What is transfer them to Payeezy Support/Internet Solutions?
This is need to when providing instructions or basic information.
What is base Authentication?
This is step 2 in Creating a Test Acct.
What is In the Email field, type your email address?
Read Access allows for this.
What is external party or software to read the data in their account, but not to alter it?
Is used to take customers both in and out of check out page from the merchants website.
What is redirect urls?
Is also know as alliance parters or Channels.
What is a bank?
This is done if the owner is getting the "2 Factor" error when updating a phone number.
What is using the merchant manager system?
Merchants with technical and coding questions should be directed.
Who is is Tier 2 and then 3?
This is the 2nd step of creating a test account.
What is in the Email field, type your email address?
This MUST be enabled for the merchant/3rd party to be able to create an API token.
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What is two-factor authentication?
Used as security method on the checkout page in order to block automated software and prevents spamming.
What is reCAPTCHA?
This peripheral is needed for Clover station 2 to accept pin debit.
A What is clover mini or FD400?
The Express Code will be displayed if their conversion has been completed.
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What is the "5110 Payeezy to Clover" merchant manager express code under the program tab?
This is the next step for a merchant should they still have unresolved issues after being transferred.
What is set up inquiry to Tier 2 outbound.
You can verify that you are logged in to your test account by checking that the Clover logo is this color.
What is yellow?
This page will allow customers to input their banking information if they want to make a payment by check.
What is The Hosted Checkout Page?
On the check out settings page, you need to check these filters.
What is Enable and mark required additional customer fields of:
Business Name
Phone Number
Address
This program is used swaps and we can use it search merchants by there MID.
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What is FDPOS?
This is the reason to connect the merchant to their Account Specialist team to modify their TransArmor Token.
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What is when clover payments have been added to an account that also have Payeezy, but does not have the conversion Express Code and are having processing issues?
This level of Authentication is need if completing steps or escalation escalating for the caller.
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What is Top Level Authentication?
This is the step after the 5th and before the 7th in Creating a Test Account process.
What is step 6:
In the Set your password section, enter your full name and create a password for the test account?
These steps belong to this process:
What is Create/Add API Token to Enable Payments?
On the Hosted Checkout Settings page, merchants can make the following changes to the checkout experience:
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It is called this if a debit/credit batch that is rejected by the merchants bank.
What is ACH reject?
These troubleshooting steps should take place when the merchant runs into this:
If the merchant was affected by the migration, just let them know that they will be rolled back to Payeezy for now.
Ask what happens when the customer goes to their page to check out. Does it display as it normally would?
Ask the merchant to go to their Clover dashboard and navigate to their hosted page. Does the merchant see any data populated?
In the case notes, agents should attach the endpoint/link of the Hosted Checkout from the website that is not working, and also attach a screenshot of the error if possible. Then escalate to Tier 3 and provide all the information they have gathered.
What is if the merchant has been converted and needs assistance, with hosted checkout, but cannot be transferred to internet solutions?
Reasons we would transfer a caller to a higher level.
What is if the call er has questions about technical API or coding questions?
These Step belong to this process
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What is Logging into the test account?
These steps belong to this process:
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What is Using Telecheck from the Hosted Checkout Page?
These are automated messages similar to SMS notifications, that are sent from an application when something happens. They contain a message (or payload) and is sent to a unique URL, essentially the receiving app's phone number or address.
What are webhooks?
Ms. Natasha does not like it when we do this.
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What is clog up the chat with gifs when trying to share links for instruction?