Internal Gateway
Reporting
Key Terms
Application and UW
Users and Permissions
100

A Hosted Form will generate 

An Embed Code and a URL

100

Visibility to Reports is determined by

Permissions

100

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.

100

List 2 ways an application can be signed

E-Sign

Manually Signed

External E-sign

100

A Root Agent is determined by

No Owner

200

An Authorize only transaction will later have to be

Captured in the transaction screen

200

Name 2 Reports available under Reporting

Authorizations

Batches

Payouts

Chargebacks

Statements

Risk

Reserve

ACH Rejects

Other

200

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.

200

Automations and Pricing can be added to a ______ which can serve as a template for applications

Campaign

200

A Role can serve as a ______ for Permissions.

Template

300

Does our Virtual Terminal accept Level 2 and Level 3 Processing? 

Yes!

300

The Payouts page shows...

all of the deposits that the Merchant received from their settled transactions-batches.

300

Define ACH Credit

A transaction in which the merchant initiates a transfer of funds from their ACH account to a customer’s account.

300

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)

300

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.

400

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

400

Define ACH Debit

A transaction in which the merchant initiates a withdrawal of funds from a customer’s ACH account.

400

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'

400

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

500

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.