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 {{ :gateway_platform_manual.pptx.pdf |}}
-Gateway
-Manual
-PAYMENT GATEWAY DASHBOARD FULL MANUAL
-Admin Area
-ADMIN
-User Admin Login Page
-Admin Login Location
-The admin login page is located at:
-(Optional Subdomain) yourinstalldomain.com/admin/login/login.php
-This page is not accessible from the public-facing site for security reasons. You must access it directly to log in as an admin.
-Account Management
-Admin accounts are stored in the tc_users database table.
-Password resets must be performed by either:
-● Logging in with another admin account, or
-● Manually updating the password directly in the database.
-ADMIN
-User Admin Dashboard
-Top Chart - Last 8 Months of Transactions Displays all transactions from the past 8 months. Sales Goal
- This goal is based on customizable settings, which calculate your target as a percentage of monthly net revenue versus your desired net income over the past 30 days.
-Current Active Users
- Represents the number of consumers currently using the platform. Each new purchase by a user adds them to the active user count.
-Today's Transactions
- Shows the total gross transaction amount generated in the last 24 hours.
-Today's Profits
- Calculated based on the percentage of merchant gross income allocated to the admin.
-Today's Visitors
- Indicates the number of unique users (based on IP address) who visited the payment pages in the past 24 hours.
-Top Merchants
-Displays the top 6 highest-earning merchants based on gross revenue over the past 6 months.
-Server Load
- This feature must be configured internally to display the current server load. It's typically disabled by default due to potential performance impact but can be integrated using control panel load average reporting.
-My Profile
- Shows recent admin logins for this account, including IP addresses and login timestamps. You can also update the admin profile image by clicking Edit Profile.
-My Stats
- Displays how many times this admin account has logged in, along with the number of failed login attempts.
-Top Merchants (Duplicate)
-Same as the "Top Merchants" section above.
-Company Activity
- Provides internal updates or announcements for admins, such as company news. Content can be edited in /admin/login/dashboard.php.
-ADMIN
-User Admin Dashboard: User Lookup / Support
-Admin, or Vendor)
-This section allows you to create new Admin, Merchant, or Vendor accounts and manage their credentials.
-Creating a New Account
-. Scroll to the bottom of the page and click "Add User" to create a new account.
-. Account Types:
-○ Admin - Provides access only to the admin dashboard. You can configure specific permissions (left-side menu items).
-○ Merchant - Grants access to the merchant control panel at:
-yourdomaininstall.com/cp/
-○ Vendor - A vendor is a reseller that manages multiple merchants. Vendors can log in to /admin/ and access only the merchants or sites assigned to them.
-Monetra 9+ Integration
-● If using Monetra 9+, enter the Profile ID in the designated field.
-● You can find available Profile IDs by clicking "See Profile IDs" on the page.
-ADMIN
-User Admin Dashboard: User Lookup / Support
-is connected to only one Monetra Profile ID.
-● To assign the appropriate sites to a profile, use CTRL + Click in the site selection area while adding or editing the account.
-Account Details to Enter
-● Username and Password
-○ Password must be unique, with at least 7 characters, including 1 number and 1 special character (e.g., !@#$%^&*).
-● Full Name, Email, and ZIP Code (optional)
-● Profile Image (optional; can also be uploaded or edited later)
-Permissions and Site Access
-● Admin Permissions:
-When creating an admin, you can define which sections they can access using checkboxes for each menu item.
-● Merchant Access Control:
-You can assign merchants to existing merchant groups. This links their login to all sites associated with that merchant.
-ADMIN
-User Admin Dashboard: User Lookup / Support
-○ If enabled, the merchant can add or modify their own sites from the /cp/ panel.
-○ Recommended: Keep this disabled unless necessary, as improper configuration may break site settings.
-Managing Existing Accounts
-● In the User Admin panel, you can:
-○ View all Admin, Merchant, and Vendor accounts
-○ Activate, deactivate, or delete accounts
-○ Set or adjust access permissions by account type
-○ View a list of currently active users
-ADMIN
-User Admin Dashboard: Reports
-Kount info is edited here /conf/tc_config.php
-Top Filters & Reporting Guide
-Use the top filters to customize reports based on time, users, payment status, and more. Keep in mind that all timestamps are based on the server's timezone, which may differ from your local time unless specifically configured.
-Time Filters
-● Quick Select: Click predefined time ranges like Last 24 Hours, Last 7 Days, etc., to instantly load reports.
-● Start & End Date: Manually filter by specific year, month, or day for custom date ranges.
-Additional Filters
-● By Content Partner (Merchant): View reports specific to individual merchants.
-● By Site: Filter data by websites added to the platform.
-● By Reseller: Show data for resellers associated with merchant accounts.
- Note: Resellers are not the same as vendors and typically don't access the admin panel directly. Reports may be routed elsewhere.
-● By Payment Type: Filter transactions by method (e.g., credit card, crypto).
-Additional payment types can be added through database customization.
-ADMIN
-User Admin Dashboard: Reports
-Kount info is edited here /conf/tc_config.php
-● By Payment Status:
-○ Complete: Transaction successfully completed by the user.
-○ Incomplete: User abandoned the payment page before finishing.
-○ Declined: Payment failed (e.g., insufficient funds, zip code mismatch).
-○ Chargeback: Pulled from Kount, reflects a chargeback already processed. Shows as a negative amount returned to the merchant.
-○ Dispute: Also from Kount; indicates a pending dispute.
-■ Admins have 24 hours to alert merchants to log in to Kount to either refund or provide documentation.
-■ Matching disputes with transactions may require manual order/session ID correlation. Once matched, the system can notify both the admin and merchant (if notifications are enabled).
-○ Fraud Block: Indicates a transaction was blocked by Kount due to failing risk score thresholds. These are also visible to merchants.
-● Other fraud-related tools include Ethoca, Verifi, RDR, and RDR Disputes - all designed for fraud detection and refund blocking.
-ADMIN
-User Admin Dashboard: Reports
-Kount info is edited here /conf/tc_config.php
-Card Type
-Displays the types of credit cards used, as configured in the Admin → Manage Credit Cards section.
-Transaction Actions (Refunds & Voids)
-● For Monetra transactions:
-○ If less than 24 hours old: A Void option will be available.
-○ If older than 24 hours: A Refund option will appear instead.
-● For all transaction types:
-○ Use Refund Reports to manually process a refund.
- This does not automatically process the refund through the gateway, but helps ensure consistency between your internal merchant reporting and external gateway records.
-Admins must log in to the relevant payment gateway (e.g., Stripe) to issue the refund manually.
-ADMIN
-User Admin Dashboard: Client Reports
-Top Filter by Date
-Use the date filter at the top of the page to view reports for specific time periods such as Last 24 Hours, Last 7 Days, etc.
-Note: All times are based on your server's timezone, which may differ from your local time unless configured to match.
-You can also manually select a start and end date to filter by specific day, month, or year.
-External Platform Transactions (Cross-Server Reporting)
-This report includes transactions from other installations of the platform running on separate servers (commonly referred to as black label setups).
-To enable cross-server reporting:
-● API connections must be manually configured in the file: /confi/tc_config.php
-● Ensure the settings are correctly updated so your server can securely connect and receive data from the external installation.
-Once connected, reports from other platforms will automatically appear here - eliminating the need to log into each separate install.
-ADMIN
-User Admin Dashboard: User Lookup / Support
-User & Transaction Search
-You can search for transactions or user accounts using:
-● Email Address or Account (email)
-● Transaction ID, which is typically the Order ID or the Monetra TTID
-How to Search:
-. Enter the email or transaction ID.
-. Select a Start Date and End Date.
-. Click Submit to view results.
-Results Display:
-Once submitted, you'll see the following details:
-● User Information:
-○ Email address
-○ Account password (if stored)
-○ Account creation date (how long they've been a user)
-○ Last 4 digits of the most recently used credit card (if available)
-ADMIN
-User Admin Dashboard: User Lookup / Support
-● Transaction History:
-○ Date of each transaction
-○ Associated site
-○ Username and password (if used for a recurring transaction)
-○ Description (typically the product/service purchased, order ID, or session ID)
-○ Expiration Date (for recurring billing, if applicable)
-○ Amount
-○ Status (not currently in use)
-Refund Options:
-● If the transaction is processed via Monetra:
-○ A Refund button will appear, allowing you to issue a refund.
-● You can also select "Report Refund" to log the refund manually.
-This is useful when issuing the refund through a third-party gateway but still needing to update internal records
-ADMIN
-User Admin Dashboard: Payment Link
-Manual Payment Link Creation
-Start by selecting a site from the list of sites enabled in your gateway. Then, fill in the following payment details:
-Customer & Transaction Information
-● Transaction Amount: Enter a numeric value only (e.g., 49.99)
-● First Name: Customer's first name
-● Last Name: Customer's last name
-● Email: Customer's email address
-● Address: Billing address
-● City: Billing city
-● Zip Code: Postal/ZIP code
-● Country: Customer's country
-● State: Use standard abbreviations (e.g., CA, NY, TX, BC, etc.)
-Payment Details
-● Description: Brief explanation of what the payment is for (e.g., "Order #1234," "5 Black T-Shirts," etc.)
-● Session: This can be used to store an order ID (e.g., from WordPress) and is helpful for auto-confirmation if a postback system is enabled.
-ADMIN
-User Admin Dashboard: Payment Link
-Optional Settings
-● I will manually complete this order
-○ If checked, the system will automatically mark the order as "Paid" once the payment is received.
-● Redirect back to main site
-○ If enabled, the user will be redirected to the main platform homepage after payment, instead of a custom return URL.
-After Submission
-Once you click Submit, you will receive:
-● A QR code that you can share with the customer for payment
-● A direct payment link, which can be copied to your clipboard by clicking the link icon below
-Important Note: This payment page does not include the standard session validation. This means users can refresh or revisit the page and still process the payment without the usual session check safeguards.
-ADMIN
-User Admin Dashboard: Reconcile and CSV Reconcile
-Date Filter & Reconciliation Overview
-Use the top date filter to view reports for specific time ranges such as Last 24 Hours, Last 7 Days, etc.
-Note: All data is based on your server's timezone, which may differ from your local time unless configured otherwise.
-You can also manually set a start and end date to filter by day, month, or year.
-Reconciling Transactions
-This section helps you verify and reconcile transactions processed through external platforms (e.g., a client's WordPress site).
-To begin reconciliation:
-. Access the client's transaction records - either by logging into their WordPress admin panel or requesting a CSV export of daily orders.
-. Navigate to the CSV Reconcile section in this system.
-. Upload the CSV file provided by WordPress.
-. After uploading, use this report view to identify unmatched transactions between your system and the external order data.
-This process ensures consistency between platform records and third-party order systems.
-ADMIN
-User Admin Dashboard: Search by TTID
-Monetra 9+ Transaction Lookup
-If you're using Monetra 9+, you can verify transactions by:
-. Selecting a site from the dropdown menu.
-. Entering the TTID (Transaction ID) or Order ID in the search field.
-This tool is useful for confirming whether a transaction was successfully completed.
-ADMIN
-User Admin Dashboard: Merchant Admin
-Managing Sites and Merchants
-This section allows you to add and edit merchants and their sites within the platform. If there are many merchants, use the pagination control in the top-right corner to navigate between pages.
-Filtering Merchants
-● Filter merchants by Active or Inactive status.
-● To add a new merchant, scroll to the bottom and click Add Merchant.
-Adding a Merchant (Content Partner)
-● CP Name: Enter the full company or website name of the merchant.
-● Merchant Percentage: Specify the percentage of revenue the merchant keeps. (For example, if you charge a 10% fee, enter 90% here.)
-● Fixed Transaction Fee: Optionally enter a fixed fee amount in dollars and cents to charge per transaction.
-● Email: Enter the merchant's email address - this is where alerts like chargebacks will be sent.
-● Contact Person: Provide a name of the technical contact or primary point of contact for the merchant.
-● Address: Enter the merchant's street, state, ZIP code, and country.
-Reseller / ISO Association
-● You can link this merchant to a reseller (ISO) (added via the reseller section). The reseller will receive a percentage share of this merchant's income.
-ADMIN
-User Admin Dashboard: Merchant Admin
-Currency Settings
-● The default currency for new sites is set in Manage Currency under the admin menu on the left.
-Merchant Accounts & Sites
-● After adding a merchant, go to User Admin to assign login accounts for them. These accounts allow merchants to view reports and manage their sites.
-● Under the merchant, you can add as many sites as needed. Sites can be edited or removed as necessary.
-● You may create custom templates for each merchant if desired, though default templates are generally recommended as they require no additional development and support all billing types.
-● Caution: Be careful not to accidentally delete sites.
-Load Balancing Settings
-● In Edit Merchant (Edit CP), you can enable or disable Load Balancing. Options include: None (off), Transaction, or Amount.
-● Assign sites to load balance between different transaction sequence numbers configured in the Edit Site pages.
-Fraud Prevention (Kount)
-● You can enable or disable Kount fraud tools for the merchant here.
-● Set default Omniscore or Personascore thresholds for all sites managed by this merchant:
-○ Recommended Omniscore: 15 or less
-○ Recommended Personascore: 70 or more
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-Use the view status option to filter and view sites based on their status-active, inactive, or all.
-The site name field is for internal use only and is not visible to end users. It helps identify which transactions are associated with which site and is primarily used for reporting purposes. For example: "My Site."
-The description field is also internal and can be used to provide additional context about the site, such as: "My site using Elavon in Europe."
-Upload a logo with a preferred size of 319x319 pixels in PNG format. This logo appears on the left side of most templates when the platform hosts the credit card form.
-The template image is a background image displayed behind the logo and payment details on the left side of the payment page.
-Recommended size: 500x300 pixels, PNG format.
-Template background width allows you to define the width (in pixels) of the left-side background image.
-Use the template button color option to customize the color of buttons within the template (e.g., submit buttons).
-The contact URL is typically the link to the merchant's contact page.
-The descriptor name is the business name that will appear on the customer's bank or credit card statement.
-You can choose to display the site name on invoices generated and sent through the system.
-Token verification can be enabled to allow the use of saved cards via Auric Vault (if configured). This supports recurring billing and other future transactions.
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-The template directory (optional) allows you to set a custom folder name for templates. When accessing via SFTP, each billing provider has its own folder-such as Monetra or Elavon-and all associated site IDs should be placed within the corresponding folder (e.g., /template_monetra/custom1/).
-If using OrbitalPay, enter the live credentials (not test credentials): account number, site tag, form ID, and API key. For more
-information, visit https://www.orbitalpay.com.
-When Monetra (MTRA) is enabled, you must associate a user (via User Admin) with a profile ID linked to this site. This is required when using Monetra 9 templates (templates_orbital).
-Enabling TrustPay means you intend to process transactions through TrustPay. Configuration details are stored in the /conf/tc_config.php file. Template directory: templates_trustpay. Learn more at https://www.trustpay.com.
-If JSC is enabled for transaction processing, its configuration is also saved in the /conf/tc_config.php file. Template directory:
-templates_jsc.
-If Kalixa is enabled, it will activate the Kalixa payment system and related templates. Configuration details are stored in the /conf/tc_config.php file. Template folder: templates_kalixa.
-For Stripe integration, you can enter either test or live Secret Key (SK) and Publishable Key (PK) as provided by Stripe.
-● When using test keys, you can test with Stripe's test cards (search "Stripe test cards" on Google).
-● When using live keys, only real credit cards will work.
-These keys can be found in your Stripe Dashboard under the Developers section. Template folder: templates_stripe.
-More info: https://www.stripe.com
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-Enabling Clear Settle will activate the Clear Settle payment processor. Configuration settings are stored in the /conf/tc_config.php file. Template folder: templates_clear_settle.
-If DebitWay is enabled, the DebitWay platform will be activated for this site. All settings are stored in /conf/tc_config.php.
-Template folder: templates_debitway.
-For DebitWay Interac / DDT, additional information such as the Website ID and Varicose Front ID must be obtained from DebitWay. More info: https://www.debitway.com
-Enabling Elavon allows the platform to process payments through Elavon. You can choose test or live mode and must provide:
-● Merchant login (usually the Merchant ID)
-● API credentials (username and password) provided by Elavon
-Additionally, you must whitelist the IP address and domain of the server using Elavon. Template folder: templates_elavon.
-When Quickcoin is enabled, it allows the platform to receive posts from Quickcoin for mapped transactions. Any successful Quickcoin transactions will appear in reports.
-For First Atlantic Bank, enabling this option requires input of the Client ID and API Key. Template folder: templates_fab.
-Enabling Expefast adds this gateway to the site. Required information includes:
-● Live API Key, API Token, SSL and Certificate file and Key file
-Optionally, you may also upload test API keys, tokens, and certificates for testing. Template folder: templates_expefast.
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-NATS Enabled
-Your administrator will provide a NATS code to be entered into the appropriate field, along with a URL pointing to our NATS installation. Make sure to check the box to redirect directly to NATS for payment. The cascade number and biller name will also be supplied by the administrator. This setup redirects users to a NATS-hosted payment page and then returns them to the platform. One NATS code is hardcoded to our hosted NATS postbacks for a single site URL - please provide us with the necessary URLs so we can assign the correct site IDs. Refer to the last page of this manual for a list of billing companies compatible with NATS.
-Mastercard Enabled
-You will need to enter your Merchant ID, password, merchant name, country code, email, phone number, legal name, and trading
-name. This configuration is based on the integration of the Mastercard Direct Gateway. For hosted payments, Mastercard will host the card input page. For non-hosted payments, the platform will host the card page using templates from the templates_mastercard
-folder. See the integration section at the end of this document for details.
-Stick Enabled (STICKY)
-Your administrator will provide a Sticky code to be entered into the NATS code field. This is a third-party add-on platform. A list of all compatible gateways can be found at the end of this document. We will provide an instance of this platform for an additional fee, along with the required field information to host the payment page. This page will support all gateways available through the Sticky platform. Each biller integration is configured within this third-party system.
-Interac Enabled
- Enable the Interac gateway by providing your Account ID, Client ID, and Client Secret. This setup allows for payment processing through Interac via our integration partner.
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-Square Enabled
- To enable Square, provide your Access Token, Account ID, and Location ID. Detailed instructions on where to enter these fields can be found at the bottom of this document. The integration can either be hosted locally on the platform using the templates_square
-folder or redirected to Square's own hosted payment pages. You can toggle between sandbox and production modes as needed.
-Payroc Enabled
-Adds Payroc as a payment gateway option. Refer to the end of this document for integration steps. You can configure it for sandbox or production environments. Payments can be processed through a self-hosted page (using templates_payroc) or redirected to
-Payroc's own gateway. To set this up, you will need to provide your API Key, API Secret, and Terminal ID.
-Nuvei Enabled
-Adds the Nuvei integration payment gateway option. Refer to the end of this document for integration details. You can configure it to operate in sandbox or production mode. The payment page can be self-hosted on the platform using the templates_payroc folder
-or redirected to Nuvei's hosted gateway. To set this up, you will need to provide your Merchant ID, Merchant Site ID, and Secret Key.
-Save Credit Card
- Saving the full credit card number in the database is strongly discouraged unless you are PCI DSS 4+ compliant. This feature saves the user's complete card number and should be avoided for security reasons.
-Auric Vault Enabled
- When enabled, Auric Vault will tokenize the card information whenever a transaction is made. This token can then be used for future transactions such as rebills, improving security by avoiding storing full card data.
-Host Payment Page
-Originally used to detect mobile devices, this feature is largely obsolete as all templates are now fully mobile-responsive.
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-Enable ID Check
-When enabled, this turns on Persona ID Verification or other integrated identity verification services. It triggers a popup if the user's email address is not already verified in the database. Once verified, the popup will not appear on subsequent visits to the transaction page.
-"Local" refers to using internal URLs and templates on the platform, while "FTW" (Fintech Werx) refers to an external SaaS version.
-Max Amount Allowed
-This sets the maximum amount a user can spend per transaction on the purchase page. If a user tries to purchase more than this limit, the transaction will be blocked with a message indicating the limit has been exceeded. For example, if the max is set to 500 and the user tries to purchase 501, the transaction will be rejected.
-Maximum Amount Per Day
-This is the maximum total amount allowed in transactions on the site within a rolling 24-hour period. Once this daily limit is reached, the merchant is notified, and users see a message stating the maximum amount of transactions for the day has been reached. These limits can be adjusted or removed at any time.
-Transaction Sequence
-This is used for load balancing based on transaction amounts or counts. For example, if the site is set to sequence number 3, it will process transactions after sites 1 and 2 have completed theirs. Make sure to enable this setting on the merchant edit page as well; otherwise, it will not function.
-Reseller (ISO)
-Assign a reseller to this site through the reseller administration section in the admin panel. The reseller will receive a percentage commission based on the merchant's sales.
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-Referral Domain
-When enabled, only sites matching the specified domain are allowed to process transactions for this site ID. This helps prevent unauthorized use of the site ID through shared links or plugins.
-Main URL
-Enter the full URL of the site, including the trailing slash.
-Member URL
-Used when rebilling is active, this URL directs users to the member login area after completing a transaction, for example, site.com/members/.
-Preview URL
-Used for sites that offer both free and paid content, this URL points to the free preview or tour area, such as tour.mysite.com.
-Script URL
-This is the URL where the postback script is located. Typically, in WordPress setups, it might be found under /wp-admin/content/plugins/gatewayname/etc. Usually, you don't need to enter this manually, as merchants will dynamically send postback and return URLs during integrations (e.g., pb=http://www.mysite.com/postback.php and to_complete=https://www.mysite.com/orders).
-Script URL 2 and Script URL 3
-Additional URLs to which the same postback can be sent, useful for reporting or notifying multiple servers.
-Delayed Script URL
-This URL receives a delayed postback, typically sent about 10 seconds after the first postback as a confirmation or fallback in case the initial postback failed. The system ensures the data matches the first postback to maintain consistency.
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-Percentage
-If checked, the commission percentage will match what is set for the merchant. If unchecked, you can specify a custom percentage to give the merchant (e.g., if the merchant receives 90%, you enter 90%).
-Fixed Amount Fee
-If checked, the fee will match the amount set in the merchant edit page. If unchecked, you can specify a custom fixed fee here.
-Enable API
-When enabled, this allows API data to be sent to the merchant through another system, such as a mobile app card form, using JSON request calls. In this setup, the card page is no longer hosted on the platform but posts directly to it. Currently, this feature works only
-with Monetra 9+. You can also configure the maximum transaction amount allowed via API and specify IP addresses permitted to send API calls. Card details like number and name can be sent via the API. The API endpoint is located in /api/.
-Automatic Redirect to Mobile
-This feature is no longer in use. It was originally designed to detect mobile devices before all templates became fully responsive.
-Enable Kount
-If you prefer not to enable Kount at the merchant level for all sites, you can activate it here specifically for this site. You can also toggle Kount fraud tools on or off. When enabled, you can set default fraud scores-Omniscore or Personascore-for all sites managed by this merchant. Recommended thresholds are 15 or less for Omniscore and 70+ for Personascore. These settings override any scores set in the merchant edit page.
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-Manage Customer Levels
-This feature tracks the transaction history of users by monitoring how many transactions they have completed. For WordPress, this happens automatically within the plugin. For custom API integrations, developers must follow instructions to send accurate parameters indicating the user's total transactions. Based on transaction counts, users can be categorized into levels such as Basic, Standard, and VIP. For example:
-● Basic: 0-5 transactions
-● Standard: 6-10 transactions
-● VIP: 50 or more transactions
-These levels are tracked using the user's email address.
-Transaction Limits by Customer Level
-Based on the assigned customer levels, transaction limits can be set for different time periods. For instance, a Basic user might be limited to 5 transactions per 30 days, a Standard user to 10 per 30 days, and a VIP user to 50 per 30 days.
-Customer Level Based on Total Historical Transactions
-Transaction limits can be set based on the total cumulative amount a user has transacted. This is independent of predefined levels and is determined solely by the user's historical transaction amounts. For example, if a user has transacted $5,000 in total, they might be allowed to complete up to 30 transactions per day.
-Currencies Dropdown
-The currency options available are based on the currencies configured in the admin under Manage Currencies. These currencies are not automatically converted, but conversion can be done using an external API. You can add more currencies through the Manage Currencies section located in the bottom left menu of the admin panel.
-ADMIN
-User Admin Dashboard: Merchant Admin - Edit Site
-Alternative Currencies
-When enabled, this feature shows additional currencies as a dropdown in the payment templates. For instance, a user might see a payment amount of $10 USD along with the equivalent amount displayed in another currency as a reference.
-Payment Methods
-You can enable credit card payment options and configure them under the Manage Cards section in the bottom left menu. This includes uploading logos and enabling or disabling various card types. When the platform hosts the card page, these logos will be displayed to users, showing them the available payment options.
-Accept ACH
-Toggle this option to enable or disable ACH (online check) payment processing.
-ACH Charge Settings
-Below the ACH toggle, you can customize ACH charge settings if you do not want to use the merchant's default percentage. Options such as Directpay and EU ACH can also be enabled here.
-Collect Customer Data
-When enabled, this collects additional customer information beyond the card details, such as first and last name, address, and other personal data, if provided.
-Multiple Merchant Accounts
-This option, available only with Orbital Pay, allows you to enable multiple merchant accounts and automatically switch between them based on priority (1, 2, 3, 4, etc.). This differs from load balancing, as it cycles through merchant accounts for Orbital Pay specifically.
-Subscribe Option
-If Orbital Pay is enabled, you can add subscription, rebilling, or membership options for users. These will appear as dropdown choices (e.g., pay $10 for 30 days), and the payment will automatically recur according to the amount and period set.
-ADMIN
-User Admin Dashboard: Load Balancing
-Load Balancing Options: Per Amount and Per Transaction
-● Per Amount:
- Use this option to distribute transactions across multiple processors based on a dollar limit. Each processor will accept transactions up to the set threshold; once reached, new transactions will be routed to the next available processor.
-● Per Transaction:
- This option alternates the transaction flow between processors with every new transaction, effectively "flipping" between them.
-ADMIN
-User Admin Dashboard: ISO Admin
-Add / Edit ISO (Reseller)
-● To add a new ISO (also known as a reseller), click Add ISO, enter the full company name and email address, then submit.
-● You can edit or delete existing ISOs as needed.
-Assigning ISOs to Sites
-● After adding an ISO, you'll find an ISO dropdown on the Site Edit pages. Use this to assign individual sites to the selected ISO.
-● Alternatively, you can bulk assign all sites to an ISO on the Merchant Admin page under Add or Edit Merchant.
-ISO Compensation
-● The system does not automatically calculate or distribute commission percentages for ISOs.
-● You simply assign ISOs to sites and provide them with reports showing their connected sites.
-● Payments to ISOs should be made manually based on your agreed-upon commission percentage.
-ADMIN
-User Admin Dashboard: Email Admin
-Email Templates
-In this section, you can add new email templates tailored to various platform functions or edit existing templates. You can also remove templates or copy them to another installation for reuse.
-For example, you might copy a specific email template to another site to maintain consistency across platforms.
-Common Email Template Functions
-● New user account registration
-● Purchase receipt confirmation
-Important Notes
-Many of these email functions are often disabled because merchants typically send their own emails, or the payment gateway handles it directly (e.g., Stripe sending invoices to customers).
-Additionally, if merchants use custom or WordPress sites, those
-ADMIN
-User Admin Dashboard: Account Admin
-Manage User Accounts
-Here, you can search for users by their email address and edit their account details.
-You can view the account creation date and see whether the user is currently active or inactive.
-Additionally, you have the option to remove a user from the platform or deactivate their account.
-ADMIN
-User Admin Dashboard: IDV Users
-ID Verification (IDV) Using Inverite or Persona or Similar Third-Party Services
-ID Verification can be enabled on the merchant's site, allowing you to view all users who have successfully completed IDV.
-● This feature is activated via the Site Edit page by toggling the IDV enabled option.
-● When enabled, users without verified IDs will see a popup prompting them to complete verification if their email is not yet approved.
-Batch Import and Approval
-You can also bulk import users and approve multiple accounts at once using the upload and approve function.
-Important: Be sure to upload the correct CSV file following the provided instructions.
-User Search and Management
-Search for users by email, filtered by date range, content partner (merchant), or site.
-From here, you can manually approve users, delete them, or add them to a blacklist.
-ADMIN
-User Admin Dashboard: Pending Checks
-Electracash ACH (or Similar ACH) Check Processing
-If enabled, you can manage ACH check payments processed through Electracash or a similar service.
-● View checks that have cleared and manually mark them as approved. Search by Electracash ID to locate specific transactions.
-Alternatively, review the latest 30 days of uncleared transactions below and clear them manually as needed.
-ADMIN
-User Admin Dashboard: Deposits
-Deposit Payment Option
-If the deposit payment option is enabled, customers can pay with cash, credit card, or biller at a physical location.
-Managing Transactions
-You can manually complete pending or made transactions by searching with the following filters:
-● Date range (Today, Yesterday, Last 3 days, This month, Last month, Last 2 months, This year)
-● Amount
-● Invoice # / Order # / DEP# / Session ID
-● Description or email
-Transaction Status Definitions
-● Pending: Transaction recorded but not yet completed by the customer.
-● Canceled: Transaction canceled by admin or customer.
-● Complete: Transaction marked paid here or confirmed via an integrated API from the payment location.
-● Expired: Transactions automatically expire after 2 days.
-ADMIN
-User Admin Dashboard: Deposits
-Additional Filters
-● Location: Select deposit locations configured on the Deposits Accounts page.
-Content Partner: Filter by the merchant associated with the payment.
-Site: Filter by sites that have deposit payments enabled (set on the Edit Site page).
-Creating New Deposits
-Click Create New Location Deposit to manually generate a pending transaction, similar to generating a payment link. You can then approve it manually.
-Load Balancing
-The deposit system supports automatic load balancing, cycling through locations in rotation to distribute transactions evenly.
-ADMIN
-User Admin Dashboard: Deposit Accounts
-Manage Deposit Accounts
-Here, you can edit or delete any active deposit accounts that have been added to the platform.
-These accounts typically represent physical locations where customers can make payments either in person with cash or by card, similar to using a payment link.
-You can view the sites connected to each location, along with their assigned site IDs, account numbers, and location IDs.
-These unique identifiers help ensure customers are paying to the correct location and address.
-ADMIN
-User Admin Dashboard: Deposit Transactions
-Deposit Transactions and Reconciliation
-If the deposit system is enabled, you can view transactions that have automatically cleared and manually clear any that have not. You can also review unmatched deposit transactions.
-In the Configuration section (button at the top right), you can manage enabled deposit automation locations and toggle automatic reconciliation on or off.
-Date Filters
-● Today | Yesterday | Last 3 days | This month | Last month | Last 2 months | This year
-● Start Date: The date when the pending transaction was created
-● End Date: The last date within your chosen filter range
-Additional Info
-● Next Update: Displays when the next cron job will run to automatically update transactions on this page.
-Search and Filter Options
-● Transaction Amount: Search by the dollar amount of completed or pending transactions
-● Deposit Location: Filter by active deposit locations using the dropdown
-● Content Partner: Filter by the associated merchant
-● Site: Filter by sites where deposits are enabled
-ADMIN
-User Admin Dashboard: Payout
-Manage Payouts
-Set payouts by date range and on a per-site basis. You can create new payouts, view them here, mark them as paid, or filter by status-defaulting to pending payouts.
-Creating a New Payout
-Click the Create New Payout button to select a site and view all transactions (including test transactions if desired) for that site.
-Then, generate a payout request.
-You can specify:
-● The payout fee
-● Additional fees based on transaction volume within a defined range (e.g., an extra fee for every transaction beyond 100)
-● Minimum and maximum transaction amounts for fee application
-● Notes for reference
-Once created, the payout will be listed as pending and can be sent to the merchant as a PDF.
-ADMIN
-User Admin Dashboard: Default Invoice Fees
-Fee and Rate Descriptions
-● Decline Recapture Rate (%): Fee charged for successfully recapturing declined transactions.
-● Completed Fee: Individual transaction fee paid by the merchant, added to their invoice.
-● Incomplete Fee: Fee applied to incomplete transactions.
-● Per Decline Fee: Fee charged for each declined transaction, typically due to bank declines on credit card attempts.
-● Per Dispute Fee: Fee for disputed transactions, such as those flagged by Kount, which may turn into chargebacks.
-● Fraud Block Fee: Charged when a user is blocked by Kount during a transaction attempt.
-● Fraud Check Fee: Fee for users approved by Kount after a fraud check during a transaction.
-● Ethoca Dispute Fee: Fee associated with disputes handled by Ethoca.
-● Verifi Dispute Fee: Fee for disputes processed by Verifi.
-● RDR Alerts & Disputes Fees: Fees for dispute and alert handling by RDR.
-● ID Verified Fee: Charged when an ID verification check is performed against the existing database.
-● New ID Validated Fee: Fee for verifying a new ID through Persona or other third-party services.
-● Refund Fee: Fee applied for refunds processed either automatically or manually through the platform or gateway.
-● Customer Service Amount (Hourly): Hourly fee charged for customer support provided to merchants.
-● GST (%): Goods and Services Tax applicable in countries like Canada and Australia.
-● PST (%): Provincial Sales Tax used in Canada or some US regions. Only one tax percentage should be applied if using a single tax type; otherwise, other tax types will not appear on invoices.
-ADMIN
-User Admin Dashboard: Create Invoice
-Create a Custom Invoice for Merchant
-This feature allows you to generate detailed, customizable PDF invoices for merchants, which can be sent manually and tracked in the invoice list. You can include transaction fees, security deposits, chargebacks, holdback fees, and other charges. Invoices can be created based on a specific site and date range.
-How it works:
-● At the top, select the desired date range and choose either a merchant or site for the invoice.
-● The system will then display key figures including:
-○ Total (Complete): Number of completed transactions
-○ Total (Incomplete): Number of incomplete transactions
-○ Chargebacks: Count of chargeback transactions
-○ Fraud Check Complete: Users who passed Kount's fraud check during transactions
-○ Disputes: Chargebacks in progress-typically requiring a response within 24 hours to dispute or refund
-○ New ID Validated Complete: New users added to the ID verification database via Kount
-○ ID Verified: Current user ID verification status
-○ Fraud Checked Incomplete: Users blocked by Kount during transactions
-○ New ID Checked Incomplete: Users who left the transaction page but were still checked by Kount
-○ Total Transactions (Complete/Incomplete): Overall count of transactions
-Additional fields track other fraud and dispute tools such as RDR, RDR Disputes, Ethoca, Verifi, and more.
-ADMIN
-User Admin Dashboard: List Invoices
-Edit or delete any custom invoices created by the admin for merchants.
-Custom invoices can be detailed and require accurate information to ensure the merchant receives the correct data.
-You can download the invoice, mark it as paid, or make edits as needed.
-ADMIN
-User Admin Dashboard: Blacklist
-Blacklist
-Search by IP address or email, or add a new IP or wildcard IP to block, along with optional notes.
-You can also remove (clear) users or IPs from the blacklist if needed.
-In the future, bulk imports from the MySQL table tc_blacklist may be supported to add multiple entries at once.
-Users on this list will be blocked from transacting on any payment pages.
-ADMIN
-User Admin Dashboard: IP Block and Unblock
-Reset failed login attempts for admin or merchant control panel (/cp) logins.
-This section shows failed login attempts by users. You can reset them to unblock accounts or IPs that have been temporarily blocked.
-ADMIN
-User Admin Dashboard: Manage Language
-Multi-Language Template Support
-If the template supports multiple languages, you can select or add new languages here. Customize the translation of any front-end text-like "submit"-to your preferred language.
-Note: Translations are initially done using Google Translate and may need manual edits using the translate button for accuracy.
-To add a new language, import it into the tc_languages database table.
-ADMIN
-User Admin Dashboard: Manage Currency
-Add and Manage Currencies
-Add currencies to display on the front-end templates and payment options.
-Set the default currency, which serves as the base for all others. You can add multiple currencies, but you'll need to manually enter the exchange rates (e.g., 1 USD = 0.75 EUR).
-Alternatively, you can integrate a third-party currency service if desired.
-Make sure the gateway's default currency matches one of the currencies you've added to ensure proper processing.
-ADMIN
-User Admin Dashboard: Manage Credit Cards
-Manage Payment Card Options
-Add or remove different payment card logos that appear on the front-end templates.
-These logos serve as a visual guide to show users which payment methods are available, but they do not control or manage the actual payment options.
-The payment gateway is responsible for determining which payment types are accepted.
-ADMIN
-User Admin Dashboard: E-Wallet Configuration Values
-Load Fee: Example values-$1.00 (fixed) or 20% (percentage). This fee is charged by the platform admin each time a customer loads money into their E-wallet via the /myaccount section.
-Withdrawal Fee: Example values-$1.00 (fixed) or 20% (percentage). This fee applies each time a customer withdraws money from their E-wallet in the /myaccount section. Also known as a customer payout.
-Transfer Fee: Example values-$1.00 (fixed) or 20% (percentage). Charged each time a customer sends money to another E-wallet user within the /myaccount section.
-ACH Load Fee: Example values-$1.00 (fixed) or 20% (percentage). Fee applied when a customer loads money into their E-wallet using an ACH gateway in the /myaccount section.
-ACH Withdrawal Fee: Example values-$1.00 (fixed) or 20% (percentage). Charged when a customer withdraws money from their E-wallet via an ACH gateway.
-Omniscore: Fraud score from Kount fraud checking (usually, 15 or lower is good).
-Enable Kount Fraud Agent: Toggle Kount fraud checks On or Off.
-Enable ID Check for E-wallet Signup: Toggle Inverbrite ID verification popup for new signups whose emails aren't already verified.
-Enable Persona ID Check for E-wallet Signup: Toggle Persona ID verification popup for new signups whose emails aren't verified.
-Persona ID Check Type for E-wallet Signup: Choose between Local API or FTW (Fintech Werx hosted API) for Persona verification.
-Persona ID Check Direct (No Popup) for E-wallet Signup: Enable or disable redirect instead of popup for Persona verification. Redirect is useful when popups are blocked by some platforms. Enable E-wallet?: Toggle the E-wallet feature On or Off in the /myaccount section.
-Choose Billing Option for E-wallet Load Fund: Enable or disable payment processors for loading funds (Stripe, Monetra, NATS, Square, Sticky, Payroc, Elavon). Multiple can be active simultaneously. Currently, only Stripe supports payouts.
-ADMIN
-User Admin Dashboard: Manage E-Wallet Upgrade Requests and Account Levels
-E-Wallet Add-on:
- If the E-Wallet feature is enabled, please note that you must hold a valid Money Service Business license in the country, state, province, or district where you operate this service.
-E-Wallet Account Levels:
- Customers can request upgrades to one of three account levels within the /myaccount section. Each level sets daily limits for transferring, loading, and unloading funds. These limits and levels are configured here. Customers can request to upgrade or downgrade their daily limits, and all requests require admin approval via the E-Wallet Upgrade Requests page.
-E-Wallet Upgrade Requests:
- When customers request a change in their daily transfer limits from the available account levels, an email notification is sent to the main admin email specified in the platform's tc_config file. The admin can then review and approve or deny these requests on the E-Wallet Upgrade Requests page.
-E-Wallet Balance Payments:
- If enabled on the payment page via the E-Wallet configuration settings, customers may use their E-Wallet balance to complete payments directly from their account balance.
-Gateway
-Manual
-PAYMENT GATEWAY DASHBOARD FULL MANUAL
-CP (MERCHANT) Area
-ADMIN
-User CP Login Page
-Access the Control Panel:
-The control panel for merchants (CP) is located at yourinstalldomain.com/cp/.
-You must use this URL to log in as a CP or merchant, as this page is not accessible from the front-end for security reasons.
-User accounts for CP and merchants are managed in the tc_users database table. Password resets can be done either by logging in with another account that has the necessary permissions or by updating the password directly in the database.
-CP
-CP Dashboard
-View transactions from the past 8 months in the top chart.
-Sales Goal is based on settings that compare the desired net income percentage to actual monthly net revenue over the last 30 days. This can be adjusted as needed.
-Current Active Users: The total number of consumers currently on the platform. Each new purchase adds a new active user.
-Today's Transactions: The total gross transaction amount processed in the last 24 hours.
-Today's Profits: Calculated based on the percentage of gross income earned by the admin from merchants.
-Today's Visitors: The number of unique visitors to the payment pages, tracked by IP address.
-My Profile: Displays the last login dates and IP addresses for this admin account. You can also update the admin's profile image by clicking on "Edit Profile."
-My Stats: Shows the total number of successful logins and failed login attempts for this admin account.
-Top Merchants: Same as the top merchants section displayed elsewhere.
-Company Activity: Provides admin-specific information like news or updates, which can be edited in /admin/login/dashboard.php.
-CP
-CP / Merchant Dashboard: My Reports
-Top Date Filter:
- Click on any time period (e.g., Last 24 hours) to view the reports below. Note that the times are based on your server's timezone, which may differ from your local timezone unless specifically matched.
-Start and End Date:
-Filter reports by year, month, or day.
-Filter by Website:
-Choose from the websites added to the platform.
-Filter by Payment Type:
-Options include credit card, crypto, etc. Additional payment types can be added with further customization and database updates.
-Filter by Payment Status:
-● Complete: Transaction was successfully completed by the user.
-● Incomplete: User left the payment page before finishing the transaction.
-● Declined: Credit card payment failed due to reasons like insufficient funds, zip mismatch, etc.
-● Chargeback: A confirmed chargeback reported by Kount, reflected as a negative amount to the merchant. Kount retrieves daily chargeback reports via gateway login and posts them here.
-● Dispute: A potential chargeback flagged by Kount. The admin has 24 hours to notify the merchant, who must log into Kount to either refund the transaction or upload proof validating it. Since Kount may not provide matching order IDs, the admin must cross-reference the transaction via the merchant's gateway using session or order IDs, then associate and notify the merchant and admin accordingly if enabled.
-● Fraud Block: Triggered by Kount when a user's fraud score is too low or high, blocking the transaction and returning the user to the merchant's site. Merchants will also see this status.
-CP
-CP / Merchant Dashboard: My Reports
-Card Type:
-Displays credit card types as configured in Manage Credit Cards (found in the admin's bottom-left menu).
-Void and Refund Options:
-● For Monetra transactions under 24 hours old, a Void option is available.
-● Transactions older than 24 hours show a Refund option.
-● For all transaction types, you can click Refund Reports to initiate a manual refund process. The admin can then perform the refund directly through the relevant gateway (Stripe, etc.) to ensure merchant reports align with gateway records.
-CP
-CP / Merchant Dashboard: Refund Requests
-Merchants can send messages to you through this form. You can edit the existing form or create a new one where merchants submit transaction details for refund requests, which will then be emailed to the admin for manual processing.
-For Monetra users, there is an option to enable merchants to perform their own refunds and voids directly.
-This feature can be activated in the My Reports section but is currently disabled.
-CP
-CP / Merchant Dashboard: Testing Bed
-Merchants can send messages to you through this form. You can edit the existing form or create a new one where merchants submit transaction details for refund requests, which will then be emailed to the admin for manual processing.
-For Monetra users, there is an option to enable merchants to perform their own refunds and voids directly.
-This feature can be activated in the My Reports section but is currently disabled.
-CP
-CP / Merchant Dashboard: Payouts
-If the admin has created a payout request, it will appear here for the merchant. This is typically used when the admin manages a third-party payment processor, collecting all funds through their own merchant account and then releasing payments to individual merchants.
-Merchants can view their owed balance and request payment based on the percentage assigned to them in the merchant admin settings.
-CP
-CP / Merchant Dashboard: Search by Ttid
-Here, a merchant can search for a transaction using the transaction ID.
-This feature is primarily for Monetra transactions but may also support searching by order ID or other biller-specific transaction IDs.
-The search results will display details such as the amount, date, user email, and more.
-CP
-CP / Merchant Dashboard: Lookup users
-Merchants can search for users who have made transactions on their sites by email or transaction ID, and filter results by a start and end date.
-Similar to the admin view, this displays the user's email, account creation date, and their past transactions.
-Merchants can also initiate refund requests, which redirect them to the refund page.
-CP
-CP / Merchant Dashboard: IDV Users
-ID Verification (IDV) using Inverite, Persona or similar third-party services
-You can enable ID Verification at the merchant site level. Once enabled, this section displays all users who have successfully completed IDV.
-This feature is toggled on or off in the site edit page under the "IDV enabled" setting. When active, a popup prompts users whose email is not yet verified to complete the ID verification process.
-You can also bulk import new users and approve multiple users at once using the upload and approve function-just ensure the CSV file follows the provided instructions.
-Additionally, you can search for users by email, date range, content partner (merchant), or site. This allows you to manually approve users, delete them, or add them to a blacklist as needed.
-CP
-CP / Merchant Dashboard: Payment Information
-Merchant Payment Preference Form
-This form allows merchants to specify their preferred payment method.
-If you are holding funds on behalf of a merchant, they can use this form to request how they would like to receive their payments-whether via checking account, wire transfer, or other options.
-Merchants will provide details such as full name, email address, and payment account information.
-CP
-CP / Merchant Dashboard: Invoices
-Merchants can view their outstanding invoices here.
-Each invoice is dated and clearly marked as paid or pending payment. Merchants can also download invoices as PDFs.
-The invoice reflects the total gross amount owed for a specific pay period and site, based on the value set by the admin.
-CP
-CP / Merchant Dashboard: Reconciliation
-Upload files here to assist with reconciliation, allowing the admin to review and match any unmatched transactions.
-Please follow the instructions carefully, as the upload must be in the correct format. Currently, this feature only supports WordPress sites.
-Simply upload a CSV file generated from your site's daily reports on WordPress, and the system will highlight any unmatched transactions for manual review. This is especially useful when postbacks occasionally fail.
-CP
-CP / Merchant Dashboard: Payment Link
-Select a site assigned to the merchant's account and enter the following details:
-● Transaction Amount: Must be a numeric value
-● First Name: Customer's first name
-● Last Name: Customer's last name
-● Email: Customer's email address
-● Address: Customer's address
-● City: Customer's city
-● Zip Code: Customer's postal code
-● Country: Customer's country
-● State: Customer's state or province (e.g., CA, AL, AK, BC)
-● Description: What the payment is for (e.g., WordPress order ID, Order #, or item description like "5 Black T-shirts")
-● Session: This can be the WordPress order ID if you want the payment to auto-complete via postback, typically the same as the order ID
-Options:
-● I will manually complete this order: If checked, the merchant will automatically mark this item as paid once payment is made.
-● Redirect back to main site: If enabled, users will be redirected to the main platform page after payment instead of the URL set here.
-After submitting, you can copy the QR code to send to the customer or click the icon below to copy the payment link to your clipboard. Note: This payment method does not include the usual session verification, so refreshing the page may allow multiple payments without that check.
-Gateway
-Manual
-PAYMENT GATEWAY DASHBOARD FULL MANUAL
-CP (My Account) (Customer Area)
-ACCOUNT
-My Account Dashboard: Login / Add Account
-This optional section allows customers to log in or create an account to make payments or load their e-wallet, if enabled. To create an account, customers simply provide basic information such as their email, password, and first and last name.
-Accounts are created instantly with no email verification required. Customers can also choose to log in directly or use the "Forgot Password" option, which will prompt a popup to enter their email and receive a new password.
-ACCOUNT
-My Account Dashboard: Home
-Once logged in, customers can access their account dashboard, where they can:
-Edit their profile:
-Load funds (if the e-wallet system is enabled)
-View their membership duration, Update their saved payment card, My Account Features
-Email: Email of the customer
-Edit Profile: Takes the customer to the profile edit page where they can update their email address and other details.
-Balance: If the e-wallet is enabled, customers can view their balance and click Load Funds to add money. This link directs them to a page where they can deposit funds using any of the biller types configured by the admin under deposits.
-Member Since: Displays how long the user has been a member.
-Update Your Card: Click here to update the card information on file.
-ACCOUNT
-My Account Dashboard: Home
-My Active Subscriptions
-This section lists any active subscriptions the customer has, showing the following details:
-Site	Description	Username	Password	Expiration Date Status  Action
-Displays subscription site, description, login credentials, expiration date, and current status (active/inactive).
-Customers can also deactivate subscriptions directly from here.
-Account History
-Shows a record of all purchases and subscriptions, including:
-Date Site Description Amount Fee Pay Type Username Password Status Pay Type: "C" indicates credit card payments, "D" indicates deposits made at a location. Displays login info and status for subscriptions (active or inactive).
-ACCOUNT
-My Account Dashboard: Change Password / Edit Profile
-Update current password.
-Update current email on file.
-ACCOUNT
-My Account Dashboard: Load Funds
-If the e-wallet feature is enabled, customers can transfer funds from their e-wallet to another customer on the platform. To complete a transfer, they must enter the amount and the recipient's email address, which must be linked to an active account.
-Please note: Daily transfer limits apply, as defined in the Deposit Limits and Deposit Levels sections of the admin panel.
-ACCOUNT
-My Account Dashboard: Load Funds
-If the e-wallet feature is enabled, customers can load funds using any of the billing options currently enabled in the admin panel under the Deposit Configuration page. Any applicable load fees are also defined in that same section of the admin.
-ACCOUNT
-My Account Dashboard: Create Stripe Connected Account
-This section is used to configure payouts, which are currently only supported via Stripe. To enable payouts, you'll need to update the /config/tc_config.php file with your platform's Stripe account details that
-have payout functionality enabled.
-Once configured, customers will have the option to withdraw funds from their e-wallet balance via Stripe.
-For more information, please contact us directly.
-Additional resources:
-● Stripe Connect
-● Stripe Payouts
-ACCOUNT
-My Account Dashboard: Request Account Upgrade
-If the e-wallet feature is enabled, customers can submit a request to upgrade their account in order to increase their daily limits for loading, transferring, and unloading (payout) of funds.
-These limits are defined in the Deposit Limits section of the admin panel, while upgrade requests can be reviewed and approved or denied in the Deposit Upgrade Requests page within the admin area.
-ACCOUNT
-Integration Docs
-API & Integration Resources
-Below are helpful links and documentation for integrating custom APIs and billing options with the platform:
-Custom API Development
-● Custom API Guide (PDF)
-This document outlines how to create a custom API for the platform.
-WordPress Plugin Sample
-● Sample WordPress Plugin & Setup Guide
-Billing Integrations
-All common biller integrations are added via the Add/Edit Site page in the admin panel. Below are links for supported providers:
-● Stripe - Create API keys
-https://docs.google.com/document/d/1BSrYqxt5umZU41G5GQ--cjkAMG1ROSUpwecA0dtnNYI/edit?usp=sharing
-● Elavon - Integration Guide (PDF)
-● Nuvei - API Key Setup
-● Payroc - API Integration Guide
-● Square - Locations API Documentation https://docs.google.com/document/d/15-w0-GAyBHDpREk0lxCtzP7KzPrsozO50aBXL3t--Vs/edit?usp=sharing
-● Mastercard - Sandbox Setup
-ACCOUNT
-Integration Docs
-Ask for Access or Info
-● NATS, Sticky, Interac, and other billing options may require additional setup or may be discontinued. Please contact us for details.
-Persona Verification Integration
-Persona is configured in the /conf/tc_config.php file. You'll need to set your template name and Persona account ID.
-● Persona Setup Guide
-ADMIN
-Nats compatible billers
-Charge
-kcharge
-Aconti Payment Service Allopass
-Billing Revolution
-BitPay
-Boa Compra
-CCBill
-CCBILL FlexForms
-CCBill Web900
-Centili
-Central Billing
-Centrobill
-ClearCard
-Click And Buy
-CoinGate
-CoinPayments
-Commerce Gate
-DIMOCO (secure mobile payment)
-eMPPay
-Epoch Systems
-Escalion
-EuroBill
-EuroPay (EPGBill.com)
-FXNative
-Worldline
-SafeCharge Native
-Gigadat	Secure Billing Worldwide
-Global Access	Secure Trading
-Global Charge	SegPay
-GoCoin	Spankpay
-GTBill	SOFORTdauerauftrag
-ICN Ltd.	Telecom
-Itelebill	Ukash
-Jettis International	Vendo Services
-MerlinBill	Verotel Pro
-Netbilling Native	Voxtel
-NetCash	VXSBill
-OGO Shift	WebBilling
-OrbitalPay	WisPay
-Password by Phone	WTS
-Pay4	WTSeu
-Pay900	Zombaio
-Paygarden	2000Charge Gateway
-Payment Network	A1Payments
-Paypal	AggregateBill
-Paysite Cash	Alto Billing
-Payspace	Argus
-Probiller	Authorize.Net (ARB)
-PumaPay	Bill1st Gateway
-R18	Billapay
-Rocketgate Native	Braintree Payments
-RSBilling Native	C2Bill
-Card Flex	Standard Bill
-Connect Billing
-CurePay
-EGatePay
-EMerchantPay
-Focal Payments
-FXBilling (formerly known as Paygea)
-Global DPS
-Greta 11 Billing
-GTBill Gateway
-Jettis International Gateway
-MobiusPay
-Net Mobile
-Netbilling
-Netpay International
-Payspace Gateway
-Payxpert
-Payze
-Plug'n Pay
-Prime Orange
-RocketGate
-RSBilling
-SafeCharge
-Secure Billing Worldwide Gateway
-SecurionPay
-SegPay Gateway
-Sonic Bill
-ADMIN
-Sticky - Compatible billers and Integrations
-Accounting - integrations Quickbooks
-Call Centers - Order Confirmation
-Argo Marketing Group
-Connect First
-Five9
-Global Contact Solutions
-Infocu5
-Leadspedia
-Call Centers - Prospects
-Aventus Direct Marketing
-Connect Media Ventures
-Digital Media Solutions
-Holein5
-Leadspedia
-Tazo Media
-Titan Leads
-Tungsten Revenue
-Velocify
-Chargebacks
-Chargeback Gurus
-Concept Payments
-Ethoca Alerts
-Midigator
-Visa Order Insights
-Data Verification
-ccVerify
-SmartyStreets
-xVerify
-Loyalty & Referrals
-Referral Candy
-Yotpo Loyalty
-Membership
-Access Development
-Discount RSVP
-Insureship
-Member Mouse
-Red Crane Media
-Self Help Works
-Shoppers Protection
-Payment Gateways	Checkout.com Gateway (REST)
-A1 Payments Gateway	CobreBem Gateway
-ACI Pay.On Gateway	Codium Pro Payment Gateway
-Acquired Gateway	Computop Gateway
-Actum Gateway	Concept Payments Gateway
-Admeris Gateway	CWB Pay Gateway
-Adyen Gateway	Cybersource Gateway
-Affirm Gateway	Denarii Gateway
-Aliaswire Gateway	DigitSecure Gateway
-Allied Wallet Gateway	Dlocal Gateway Integration
-Alternative Payments	DocData Gateway
-Alto Global Gateway	Dry Run Testing Gateway
-Amazon Pay	Durango Direct Gateway
-ApplePay for Braintree	E-Pro Gateway
-Argus Gateway	Easy Payments Gateway
-Bambora/Beanstream Gateway	Ebanx Gateway
-BaseCommerce Gateway	eComm Merchant Solutions
-BCB Gateway	Gateway
-Bill 1st Gateway	Edata Financial Gateway
-Bill Pro Gateway	Edata Real Charge Gateway
-BlueSnap Gateway	Electronic Payment Exchange
-BoaCompra Gateway	Gateway
-Boltpay Gateway	eGate Gateway
-Braintree Gateway	eMerchant Pay Gateway
-Braspaq Gateway	ePay App Gateway
-Cart Connect Gateway	ePay Machine Gateway
-Cashflows Gateway	Everyware Gateway
-Check 21 Gateway	EvoSnap Gateway
-ADMIN
-Sticky - Compatible billers and Integrations
-Maverick Gateway
-Pay Hub Gateway
-USA ePay Gateway
-MaxPay Gateway
-Paya Connect
-Vantiv Gateway
-Maxx Merchants Gateway
-Paybox Gateway
-WebPay Gateway
-Meiko Pay Gateway
-PayExpert Gateway
-Wix Payments Gateway
-Merchant e-Solutions Gateway
-PayKings Gateway
-WorldPay Gateway
-Meritus/Paysafe Gateway
-Payment World Gateway
-Worldnet Gateway
-MicroPayment Gateway
-Paymentz Gateway
-Zift Pay Gateway
-MiFinity Gateway
-PayNet Gateway
-Ziri Pay Gateway
-Mistral Pay Gateway
-PayPal V1 (Alternative Payment)
-Netevia Gateway
-MultiSafePay Gateway
-PayScout Brazil Gateway
-Quantum Qoin
-NetWork Merchant eCheck
-PayScout Gateway
-Reach Gateway
-Gateway
-PayU Gateway
-Risk Management
-NMI Gateway
-PPW Partners Gateway
-NMI PaySafe Gateway
-Prism Pay 2.0 Gateway
-FraudLogic
-OGone Direct Link Gateway
-Processing.com Gateway
-PinPoint
-Omnipayment Gateway
-Protect Pay Gateway
-Sales Tax
-OpenPath Payment Gateway
-PSI Gate Gateway
-Optimal Gateway
-QuickPay Gateway
-Avalara
-PayPal V2 (Alternative
-Revolv3 Gateway
-Tax Jar
-Payment)
-SafeCharge (Nuvei) Gateway
-Avalara V2
-Pepper Pay Gateway
-Sage Pay Gateway
-Shipping and Fulfillment
-Pathly Gateway
-Secure Pay Gateway
-Pago Ipg Gateway
-SolidGate Gateway
-SellerCloud Fulfillment
-Pepper Pay Pinless Gateway
-Sparrow Gateway
-Overview of Fulfillment
-Pay by Pago Gateway
-Stripe Connect Gateway
-Automation
-Pay Certify Gateway
-Suite Pay Gateway
-Acorn Logistics
-Pay Engine Gateway
-Transact Pro Gateway
-ShipWire V3 Fulfillment
-Asendia Fulfillment Blue Drone Fulfillment Corporate Disk Fulfillment Custom FTP Fulfillment Dry Run Fulfillment eFulfillment
-Expand WorldWide Logistics Fulfillment.com The Fulfillment Lab
-Jetmail / Great Lakes Fulfillment Imagine Fulfillment Inktel Fulfillment
-iShip Solutions Fulfillment J.M. Field Marketing Fulfillment Moulton Logistics Fulfillment Newgistics Fulfillment
-Nova Group Fulfillment Orderwave 2.0 Fulfillment QuickBox
-Rakuten Fulfillment Rapid Fulfillment Rhiem Fulfillment ShipBob V2 Fulfillment ShipHero Fulfillment ShipOffers Fulfillment ShipRight Fulfillment ShipStation Fulfillment
-ShipWorks Fulfillment
-Specialty Fulfillment
-Spring2 Distribution
-Stalco Fulfillment
-Sykes Fulfillment
-SysPro Fulfillment
-TrueShip / Ready Cloud
-Fulfillment
-UST Fulfillment
-VeraCore Fulfillment
-WorldEasy Fulfillment
-PL 2.0
-Workflows & Automations Zapier