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  1. Merchant Central
  2. Getting Started User Guides

Getting Started User Guides

Merchant Portal

  • Merchant Portal User Management Guide
  • Merchant Portal - Connecting the NMI Gateway
  • Introduction to Merchant Portal

Lead & Merchant Custom Properties

  • Introduction to Custom Properties
  • Creating and Configuring Custom Properties
  • Email Automation and Branding with Custom Properties

Web Forms

  • Introduction to Merchant Central Web Forms
  • Creating & Managing Web Form Profiles
  • Building the Web Form
  • Sharing the Web Form
  • Enabling E-Signatures in Web Forms

Helpdesk

  • Introduction to Merchant Central Helpdesk
  • Configuring Ticket Types, Categories & Outcomes
  • Automated Ticket Creation from Email
  • Automated Ticket Creation from Status Triggers
  • Importing Helpdesk Tickets
  • Creating & Updating NMI Gateway Accounts
See all 7 articles

Getting Started For New Users

  • Merchant Central Introduction
  • Getting Started Guide for Sales Reps
  • Getting Started Guide for Sales Managers
  • Getting Started Guide for Operations/Support
  • Getting Started Guide for Administrators
  • Sending Feature Requests And Bug Reports
See all 7 articles

API

  • Open API

Calendar

  • Calendar Text Box
  • Calendar Integration Guide
  • Calendar Events (Appointments & Tasks)

Documents

  • Previewing PDF & Image Files
  • Viewing The Documents Page

Domain & Email Setup

  • Email Domain Checker
  • Adding SPF, DKIM & DMARC Records to Help Emails Get to Recipients
  • Adding Images to Email Templates
  • Using a Custom Sub-Domain
  • Adding Your Logo

E-Signature

  • Setting E-Sign Application Fields to Read-Only or Required
  • PDF Mappings
  • Sending Agreements for E-Signature
  • Combine PDF Documents for Streamlined E-Signature
  • Transferring Data From E-Signature Page To Lead

Integration Guides

  • Business Capital
  • Enabling NMI Gateway for Credit Card Payments
  • Elavon Boarding Integration Guide (Beta)
  • Repay Boarding Integration Guide
  • Manage North Hierarchy
  • ScanX (Agreement Express) Integration Guide
See all 46 articles

Leads

  • User Hierarchy in Search and Filters (Beta)
  • Import Lead Custom Properties
  • Import Lead Record Sets
  • Lead Field Thresholds (Beta)
  • Lead Section Tab (Beta)
  • Send Mass Emails And SMS Messages (v2)
See all 45 articles

Chat

  • Merchant Central Chat

Merchants & Processors

  • Risk Alerts
  • Risk Reporting
  • View First Data North Real Time Authorizations in Open Batches
  • View and Export Merchant Account Information
  • Vantiv Residuals File Number Formatting
  • Sending Merchant Welcome Letters
See all 14 articles

PCI Compliance

  • Viewing a Merchant's PCI Status

Phone System Dialer

  • Continuous Autodialing With Outbound Call Queues (v2)
  • Prohibited SMS Content
  • SMS Templates
  • SMS Forwarding
  • Sending & Receiving SMS/MMS Messages
  • Porting Phone Numbers
See all 22 articles

Proposal Generator

  • Creating Merchant Pricing Comparisons in the Proposal Generator

Reporting

  • Sales Metrics
  • Portfolio Activity
  • SMS Metrics
  • Email Metrics
  • The Scoop

Residuals

  • Conditional Residuals Splits
  • Residuals Report Column Configuration (Beta)
  • Residuals Visibility
  • Residuals Analytics (v2)
  • Viewing Residuals Reports (v2)
  • Alternative Residual Templates
See all 16 articles

Site Administration

  • Viewing the User Activity History
  • The Administration Page
  • Configuring Your Site For Agent Recruiting

Support

  • System Status
  • Use LiveChat To Get And Provide Support
  • Using "View As" To Sign In As Another User

TurboApp

  • Boarding Repay Accounts With TurboApp
  • Boarding to Priority Payments MX Connect with TurboApp
  • Uploading Files In TurboApp
  • Default Values
  • Boarding Worldpay Vantiv Accounts With TurboApp
  • Boarding Paysafe Accounts with TurboApp
See all 11 articles

User Accounts & Groups

  • Restricting User Access by IP Address
  • Restricting User Access by Working Hours
  • Custom Styles
  • Changing Usernames
  • User Settings and Notifications
  • Create a User
See all 8 articles

v1 Articles

  • Viewing Residuals Reports (v1)
  • Residuals Analytics (v1)
  • Linking Leads To Merchant Accounts (v1)
  • Lead Importer (v1)
  • Send Mass Emails And SMS Messages (v1)
  • Continuous Autodialing With Outbound Call Queues (v1)
See all 8 articles
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