Merchant Payments Processing

Getting Started with Your Payment Processor

• Getting Started with Your Payment Processor
• How to Apply for a Lock Trust Merchant Account
• Required Documentation for Merchant Onboarding

Dashboard Overview

• How to Reactivate a Limited or Suspended Account

How to Accept Payments

• Card-Present vs. Card-Not-Present Transactions
• Setting Up Virtual Terminal Transactions

Hosted Checkout Pages

• Security and PCI Compliance Overview

Surcharge and Cash Discounting

• Overview of Pricing Plans
• Transaction Fees Explained
• Monthly Fees and Minimums Explained
• What Is a Surcharge? Is It Legal in Your State?
• How to Apply a Surcharge to Transactions
• Setting Up a Cash Discount Program

See all 7 articles

Reports & Statements

• How to Export Your Transaction Data

POS Terminal Setup

• POS Terminal Setup Guide
• Unboxing and Getting Started with Your Smart POS Terminal
• Connecting Your Smart POS Terminal to Wi-Fi or Cellular Network
• Pairing Accessories with Your POS Terminal (Printers, Scanners, and More)

Troubleshooting Smart POS Issues

• Common Error Messages on Smart POS Terminals
• How to Reset Your POS Terminal
• Updating Software on Your POS Terminal

Chargebacks & Disputes

• What to Do When You Receive a Chargeback
• Tips to Prevent Future Chargebacks

Account Changes

• How to Update Your Business or Legal Information
• Closing or Reactivating Your Account

Managing Users and Permissions

• Understanding Role-Based Access Control (RBAC)
• Managing Users and Permissions

Compliance Requirements

• PCI-DSS Compliance and Merchant Responsibilities
• Understanding the Know Your Customer (KYC) Process