Employee User Guides

Dex.docs

Search

Search

HOME

Register your Account
Understanding Dex Dashboard
Understanding Dex Security Standards
Creating a New password
Recover your password
Search for a Home Account
Switch Enviroments
Download Data
Load Sample Test Data
Managing Two-Factor Authentication

Go to Guides

TRANSACTIONS

Create a Credit Card Transaction
Create an eCheck Transaction
Search for a Transaction
View Transaction Details
Create a Transaction from a Previous Transaction
Printing a Transaction Receipt or Invoice
Reverse Transactions
Resubmit Transactions
Void Transactions

Go to Guides

FUNDING

View Funding Entries

Go to Guides

CUSTOMERS

Add a Customer
Search for a Customer
View Customer Details
Edit a Customer Record
Suspend Customers
Activate Customers
Delete Customers
Add a Payment Method for a Customer
Add a Transaction for a Customer
Add a Schedule for a Customer
Add an Address for a Customer

Go to Guides

SCHEDULES

Search for a Schedule
View Schedule Details
Create a Schedule
Edit a Schedule
Add Schedule Items
Delete Schedule Items
Suspend a Schedule
Activate a Schedule
Delete a Schedule
Export Schedules

Go to Guides

DISPUTES

Credit Card Disputes
eCheck Disputes
Disputes FAQ

Go to Guides

ORGANIZATIONS

Enterprise Organizations
Search for Organizations
View Organization Details
Create Gateway Merchants
View Bank Account Settings
Working with Buy Rates
Manage a Partner Hierarchy

Go to Guides

LOCATIONS

Work with Transaction Settings
Search for a Location
View Location Details
Edit Location Details
Work with eCheck Settings
Work with Card Settings
Work with PayPal Settings
Work with Forte Verify Settings Settings
Work with Account Updater Settings
Work with Secure Web Pay Settings
Migrate Unassigned Locations
Regenerate Legacy Credentials
Regenerate FTP Passwords
Understanding AOA Services

Go to Guides

BILLPAY

BillPay Portal User Guide
Change the Status of a Portal
Suspend a BillPay Portal
Search for a Bill
Export Bill Data
View AutoPay Subscriptions

Go to Guides

MANAGE

Users
Notifications
PayFacs

Go to Guides

MERCHANT APPLICATION

Merchant Service Agreements
Rate Plans
Auto Enrolled Applications

Go to Guides

REPORTS

Bill Payments Reports
Daily Transaction Report
Payout Reconciliation Report
Virtual Terminal Reports

Go to Guides

TERMINAL MANAGEMENT

Accessing the Terminals Datagrid
Adding the Terminal
Editing a Terminal
Enabling Cloud Services
Viewing the Datagrid

Go to Guides