Training Videos

Virtual Terminal

Virtual Terminal Menu Training
Covering the basics of the Virtual Terminal
Level 2 Card Processing
Identifying and processing a Level 2 qualifying card.
Level 3 Card Processing
Identifying and processing a Level 3 qualifying card.

Discretionary Data

Creating Discretionary Data
Creating a Discretionary Data Element

User Management

User Management Training
Guide to creating and managing user access to your PayTrace account. Also setup and control who receives reports and notifications.
Password Reset & Unlocking User
Password Reset & Unlocking User
Creating a Web User Profile
Creating a Web User Profile
Creating an API User Profile
Creating an API User Profile
Modifying User Profile
Modifying a User Profile

Security Settings

Security Settings
Managing an Account's Security Settings

PayTrace Basic and Custom Payment Cart

PayTrace Basic Training Video
Learning how to use a PayTrace Basic account.
Custom Donation/Payment Cart
Setting up and linking to the custom donation/payment cart.

PayTrace Product Cart

Product Shopping Cart Training
Learning how to use the product based shopping cart.
Configuring Shipping
Setting up shipping options.
Coupon Management Training
Setting up and applying coupons.
Custom Data Training
Setting up and applying custom data.