Frequently Asked Questions

General

What is Velocity?

Velocity is a payment-processing platform enabling developers and merchants to accept payments in their apps or websites. Our services include full stack options that include a merchant account or simply just payment gateway services leveraging our technologies for simple access.


What is Velocity’s relationship with IP Commerce?

North American Bancard (NAB) acquired a perpetual software license from IP Commerce for their gateway switching platform at the end of 2013, following IP Commerce’s announcement to discontinue providing such services. This software is the core engine driving Velocity. Since the acquisition, the Velocity team has continued to expand the software capabilities adding more service providers and value added services to support its greater software community.


Who can use Velocity?

Velocity services all kinds of players within the payments industry, our partners include Merchants to ISVs (Integrated Solution Vendors) to Dealers and Agents. We cover major industry segments including Retail and Restaurants, MOTO, eCommere, Multi-Solution and Mobile.


What kind of payments can I accept with Velocity?

We work with various payments methods including Credit, Debit, EBT, EMV, Stored Value Accounts including Gift and Loyalty processing, Checking and ACH. We support all the major brands through our stack, including Visa, MasterCard, American Express, Discover, JCB, and Diner’s Club as well as Private Label Cards.


How long does it take to get a merchant enrolled through Velocity?

Merchants generally are approved same day for processing. In some cases, we’ll need to gather some additional information before you can start processing. In that event, we will get in touch with you same day to get all the necessary information to get you going.


How soon will I see my funds after a process with Velocity?

Generally transactions are deposited into your bank account in 2 business days. If your merchant account is eligible for enrolling for next day funding, we deposit your funds within the next day.


Do you offer portability of data and tokens?

Yes, the data is yours. That is how confident we are about our services. In the event you do want to port your customer data with you, there will be amicable costs to cover securely processing that request that you will incur.

Integration

How long does it take to integrate with Velocity?

In general, we are seeing an average turnaround of 2 weeks for when developers received certification assets to being certified. Times do vary with respect to the complexity of the project, other commitments being balanced by developers, and the developers experience level.


What integration methods are supported with Velocity?

Our API supports both SOAP and REST interfaces for direct integrations. On the client side, for mobile developers, we support libraries for iOS and Android. For service side developers, we have client libraries for Ruby, Microsoft .NET, PHP, and Java.


Can I use my existing integration with previous IP Commerce gateway to process with Velocity?

Yes, the current API is backwards compatible with existing integrations to the IP Commerce platform prior to the acquisition. Even though you are most of the way certified with Velocity, you will still need to go through the formalities of certification to ensure you get the best support in production. If you certified with other companies that also have a perpetual software license to IP Commerce, we are compatible as well.


Does Velocity have any Hosted Checkout Solutions?

Yes, we have two solutions addressing hosted checkout. Our Hosted Payments Form solution is an embeddable payments form for desktop, tablet and mobile devices, working within your site, without redirecting customers away to complete the transaction. If you want to build the whole payments form yourself, our Direct Post solution is there to help you tokenize and charge keeping you out of scope for PCI.


How can I keep my application out of Scope for PCI?

By leveraging Velocity’s security solutions, including Hosted Checkout, Point-to-Point Encryption, Tokenization and Semi-Integrated Solutions, you can avoid being in scope of PCI.


How does Velocity’s Semi Integrated Solutions work?

Velocity’s Semi-Integrated solutions are designed to take the payments out of the point of sale. The point of sale will simply invoke the SI application via its inbound API with non-sensitive transactional data request. The SI application will then handle all sensitive transaction data processing returning a tokenized response. The end result is an out of scope point of sale.


What is the difference between EMV “ready” and EMV “enabled”?

EMV ready or capable hardware solutions is strictly hardware that is certified for taking on EMV transactions, however they are not production solutions “enabled” for processing EMV card transactions just yet. The reasoning behind this, is they are lacking the missing application component that is EMV fully certified with the hardware, processor and brands for enabling the processing of EMV cards.


Does Velocity have an EMV “enabled” solution?

Yes, the Velocity EMV “enabled” solution is our Semi-Integrated application that is compatible with Ingenico Telium2 Terminals. Our certification covers the iCT, iWL, iPP, and iSC series terminals through our service provider EPX.


How can Velocity help me against fraud?

Velocity has partner with sophisticated fraud protection partner Retail Decisions leveraging their Shield solution as a Value Added Service. There is additional cost with this solution through ReD.


Can I use my tokens across multiple merchants?

Yes, tokens on the platform are unique to the integrated applications, not the merchant, and can be used globally in various applications including wallets, recurring payments, authorizations, and refunds.


Does Velocity decrypt Point-To-Point Encryption (P2PE) supported swipers?

Yes, Velocity has its own decryption facility that it hosts within its data center for decrypting Point-to-Point Encryption supported swipers. Hosting this service within our gateway enables the technology to be agnostic to service providers for payment processing. Our service is also agnostic to hardware, supporting all flavors of 3DES DUKPT encryption decryption and restructuring processes.


What hardware manufacturer are you compatible with for P2PE?

Velocity is agnostic to hardware, supporting all flavors of 3DES DUKPT encryption decryption and restructuring processes. This includes popular players such as Magtek, ID TECH, Roam, Ingenico, Infinite Peripherals, Anywhere Commerce, and Verifone.


Does Velocity also support Magensa for P2PE and Magneprint?

Yes, Velocity can support routing your transactions to Magensa for P2PE and Magneprint processing. However, there is a cost to using Magensa for decryption outside of Velocity’s decryption service that you will incur. Velocity’s P2PE is free of charge through the gateway.


What is the cost of Velocity P2PE?

It’s free and including as a Value Added Service with processing through the gateway. Leveraging Magensa instead of Velocity’s decryption service does have an additional per transaction cost you will incur.

Can I use Velocity with my shopping cart or ecommerce platform?

Yes, Velocity works with most of the leading open source ecommerce platforms.

Pricing

How much does it cost to use Velocity for merchant processing?

Our standard pricing for our full stack offering is 2.79% and $.30/transaction including all our great features and support for pay as your go. There are no monthly fees or minimums associated with that That includes Visa, MasterCard, AmericanExpress, Discover, JCB, and Diner’s Club. If you prefer to go the traditional merchant services route, which generally can save you more, please reach out to our sales staff to qualify.


How much does it cost to use Velocity while having a merchant account enrolled outside of NAB?

In general, most of our clients choose our full stack payments offering, but in the event you are stuck with your current merchant account, we still offer our technologies at a very competitive offering. Our standalone gateway pricing for merchant accounts not enrolled through NAB is $39 setup fee, $15 monthly service fee and .10 transaction fee. That does include all our value added services. For volume pricing, please reach out to sales staff to qualify.


What are the charges for PCI Compliance?

With our standard pricing offer, there are no changes since they are included in the 2.79% and $.30/transaction.


Is volume pricing available?

Volume pricing is available for merchants that process over 30K/month? Please reach out to sales staff to qualify. Unfortunately, for non-profits and micro transactions, those won’t qualify.

Subscriptions

Can I use Velocity for recurring or subscription billing?

Yes, Velocity offers subscription service tools that take the pain out of recurring billing and payments. You can store the data in our PCI Level 1 certified vault, and we can handle the payments automatically for you, or you can initiate manually.


What happens if a recurring transaction fails?

You have full control on the retry logic, to auto retry when a subscription goes past-due.


Can I create coupons or promotional periods in my pricing plans?

Yes. You can use Add-Ons and Discounts to create promotional periods or rewards for your customers. These line items can be run for set periods of time along with the subscription. You have flexibility to create plans that work for your business needs.

Gift & Loyalty

What is Velocity Gift and Loyalty?

Through the Velocity platform, NAB offers its own Gift and Loyalty stored value program. This solution comes at no cost for merchants enrolled through NAB. Gift and Loyalty cards help boost cash flow, consumer spending and repeat visits.


What is the cost associated with Velocity Gift and Loyalty?

For NAB merchants, the cost is including with the merchant account. The only thing that is required for purchase through Velocity are cards and accessories.


Do I have to purchase my cards through Velocity, or can I use third party vendors?

Yes, this is the requirement with using the program. All packages and card orders have to be purchased through Velocity/ NAB.


What is the turn around and minimum order for cards?

There are two types of packages, Pre-Designed and Custom packages. Pre-Designed packages are printed in 7 business days (or less). Custom packages are printed from 7-15 business days depending on the quantity. Please allow 1-2 business days for proof creation. Both Pre-Designed and Custom require a minimum order of 100 cards.


Can I use Velocity Gift and Loyalty outside of my application?

Yes. The Velocity Gift and Loyalty platform is compatible with credit card terminals including the VX520’s, offers 24/7 online reporting and virtual terminal, and supported through gift card integrations through the Velocity gateway.


Does Velocity Gift and Loyalty support multi-location, community and franchises?

Yes, Velocity offers both Centralized and Decentralized solutions for supporting multi-location, community, and franchises.


Can I port my existing Gift and Loyalty to or from Velocity?

Yes, we can help you with either. Porting to Velocity, we will help without any charges, however there is a cost for securely processing requests for porting business away from Velocity.

Partners

What is a Velocity Referral Partner?

Velocity Referral Partners are sales partners and dealers that refer from their customer base to Velocity for merchant services. Their benefits range from, dedicated account managers, incentivizing promotions and rewards for merchants, generous compensation structures, value added solutions, highly available technology to dedicated 24/7 sales and technical support.


What is a Velocity Integrated Alliance?

Velocity Integrated Alliances are technology vendors that partner with Velocity to market their products. They benefit from access to 3000+ agent offices, Marketplace enrollment, regular webinars to our agent community, and generous promotions and rewards around their solutions.


Can I use Velocity as an existing NAB Sales Partner?

Yes, please see your National Sales Account Manager for all inquiries on how to leverage Velocity for maximum benefit.


What is the Velocity Marketplace?

The Velocity Marketplace is a content catalog where NAB Sales Partners can learn more about our Integrated Alliance products relative to the business needs they need for a specific merchant. It allows them to offer a full stack turnkey solution to the merchant bundled with their merchant services.


How do I sign-up for a webinar to learn more about products in the Marketplace?

When you submit to request for webinar, that goes into a request to our Integrated Alliance partner to coordinate a session. They generally coordinate a session when they get 2 or more requests.


Can anybody sign-up for the Marketplace?

The Marketplace registration is limited to NAB Sales Partners. You can inquire with sales about becoming a NAB Sales Partner.


Is the Marketplace only for software, or does it support other solutions?

No, we also have hardware vendors there as well and consultation service providers.


As a current partner of Velocity, how do I refer merchants that are interested in Velocity?

The process for a partner to refer a merchant is simple. Please fill out our referral form, and we will ensure your referral is contacted quickly.

VT Account Setup

What is the url for VT?

https://portal.nabcommerce.com


How do I receive my credentials?

You will receive an activation email from no-replay@nabcommerce.com to the email address on file.


Who receives the activation email?

The merchant, NAB/Velocity support, and the agent all get a copy of the activation email


How do I activate my account?

Click the activation link in the email, follow the instructions to setup user name, password, and security questions.


What do I do I if don’t receive my activation email?

Check your spam/junk folder for an email from no-replay@nabcommerce.com.

If you can’t locate the email in the spam/junk folder whitelist no-replay@nabcommerce.com, use the following link for a whitelist how to for the most popular email domains: How to Whitelist Email

  1. Go to https://portal.nabcommerce.com
  2. Click “Resend enrollment email?”
  3. Contact the Agent on the account

How do I reset my password?

  1. From the login page click Forgot password.
  2. Enter your user name.
  3. If the user name was correct you will be prompted to answer your security questions.
  4. If you're not prompted to answer a security questions, the provided user name was incorrect.

How do I reset someone else's password?

  1. Login to the user's VT account.
  2. Click the Gear icon next to your Name and select Users.
  3. Click Reset Password and confirm to send a link to the user's email on file.
  4. If a user account have not been activated you will not see the Reset Password button.
  5. If they don't have access to the activation email they need to request a new one sent to them.

How do I add a user to my VT account?

  1. Login to your account
  2. Click the Gear icon next to your Name and select Users
  3. Click “+Create New”
  4. Enter the user’s information and click “Save”
  5. An activation email will be sent to the provided email address

How do I Delete a user from my VT account?

  1. Login to your account
  2. Click the Gear icon next to your Name and select Users
  3. Click the User Name you wish to delete
  4. Click “Delete”

How do I assign roles to merchant users?

  1. Login to your account
  2. Click the Gear icon next to your Name and select Roles

    There are 4 default roles that you can select from:
    • Administrator: All virtual terminal permissions
    • View: Permissions to view data (virtual terminal)
    • Process Transaction: AuthAndCapture/Authorize permissions
    • Secondary Transactions: Return, Void and Capture permissions

How do I create a custom role?

  1. Login to your account
  2. Click the Gear icon next to your Name and select Roles
  3. Click “+ create New”
  4. Enter Role Name
  5. Select the applicable permissions
  6. Click “Save” to complete the setup

How do I configure required/hidden fields for transaction processing?

  1. Click “Settings”
  2. Click “System Fields” tab
  3. Check what fields you’d like to require
  4. Click Save

What fields can I set as required/hidden for transaction processing?

First Name (Billing Name) State Reference Number
Last Name (Billing Name) Postal Code Invoice Number
Street Address Security Code (CVV) IP Address
City Customer ID

How do I create new fields for transaction processing?

  1. Click “Settings”
  2. Click “User Fields” tab
  3. Click + Add
  4. Enter Display Name
  5. Click Save

How do I access multiple locations/merchants account from one VT account?

From the Merchant Location or Designated Terminal select the appropriate merchant account to view/process transactions.


Which browsers VT is supported on?

VT has only been tested with Chrome.


Which operating systems VT is supported on?

VT has only been tested with Windows.

Transaction Processing

What features are supported in VT?

  • Authorize
  • AuthorizeAndCapture
  • Keyed Transactions
  • Swiped Transactions
  • EMV Transactions
  • Void
  • Return
  • Capture
  • Adjust
  • Settlement
  • Batch Reports
  • Recurring Billing
  • Transactions Lookup
  • Customer on File
  • Recharge
  • Invoice

What transaction classes are supported in VT?

  • Credit card transaction can be performed through Keyed, Swiped, and SI in VT
  • Debit card transactions can only be performed through SI in VT

What is the difference between Authorize and AuthorizeAndCapture?

Authorize: It holds the funds in a pending status only, it requires the merchant to run a Capture in order for the funds to settle.

AuthorizeAndCapture: It authorizes and Captures the funds in one step. No further action is needed for the funds to settle.


What readers are supported by VT?

  • Clear unencrypted USB readers
  • Ingenico Telluim series with EPX Pay

How do I process a keyed Authorize transactions with VT?

  1. Click “Virtual Terminal”
  2. Click “Key Card”
  3. Select “Authorize” from the Transaction Type dropdown menu
  4. Input transaction information
  5. Click “Process”
  6. Confirm the transaction to be directed to the Transaction Details Screen

How do I process a keyed AuthorizeAndCapture transactions with VT?

  1. Click “Virtual Terminal”
  2. Click “Key Card”
  3. Select “AuthorizeAndCapture” from the Transaction Type dropdown menu
  4. Input card and transaction information
  5. Click “Process”
  6. Confirm the transaction to be directed to the Transaction Details Screen

How do I Process a swiped Authorize transactions with VT?

  1. Click “Virtual Terminal”
  2. Click “Swipe Card”
  3. Select “Authorize” from the Transaction Type dropdown menu
  4. Swipe the card through the USB reader
  5. Input transaction information
  6. Click “Process”
  7. Confirm the transaction to be directed to the Transaction Details Screen

How do I Process a swiped AuthorizeAndCapture transactions with VT?

  1. Click “Virtual Terminal”
  2. Click “Swipe Card”
  3. Select “AuthorizeAndCapture” from the Transaction Type dropdown menu
  4. Swipe the card through the USB reader
  5. Input transaction information
  6. Click “Process”
  7. Confirm the transaction to be directed to the Transaction Details Screen

How do I recharge a previous transaction with VT?

  1. Click “Transactions”
  2. Click “Transaction Search”
  3. Set the search parameters and open the transaction in question
  4. Click Recharge
  5. Make any necessary adjustments to the transaction information
  6. Click “Process”
  7. Confirm the transaction to be directed to the Transaction Details Screen

How do I a Customer on File while processing a transaction?

  1. Click “Virtual Terminal”
  2. Click “Key Enter Card”
  3. Select the Transaction Type from the dropdown menu
  4. Input transaction information
  5. Check the New Customer Flag
  6. Check AVS Override if you’re unsure of the customer’s address validity
  7. Click “Process”

How do I a Customer on File from a previous transaction?

  1. Click “Virtual Terminal”
  2. Click “View Transaction”
  3. Locate the desired transaction
  4. Click + Create Customer
  5. Complete the Customer form
  6. Click “Save”

How do I charge a customer on file with VT?

  1. Click “Customer”
  2. Locate the customer in question
  3. Click Charge
  4. Enter Amount
  5. Click “Process”
  6. Confirm the transaction to be directed to the Transaction Details Screen

How do I Create an invoice with VT?

  1. Click “Invoices”
  2. Click “+Create New”
  3. Select a customer from the Customer dropdown menu
  4. Enter Invoice Number
  5. Set the Issue and Due dates
  6. Enter Amount
  7. Click + Item to add items information to the invoice
  8. Add any notes you’d like in the invoice PDF in the “Invoice Notes”
  9. Add any notes you’d like in the invoice email body in the “Email Notes”
  10. Click “Save”

How do I Send/Print an invoice with VT?

  1. Click “Invoices”
  2. Locate the invoice in question
  3. Click “Email” to email the customer
  4. Click “PDF” to print/save a copy of the invoice

What do I do if my reader doesn’t populate card data?

Make sure that the reader is connected to your computer through USB and that it is a Clear unencrypted reader.

How can I confirm that my reader in clear unencrypted reader?

Open a word processing application (MS Office/Notepad) and swipe a credit card.

If the outcome looks like this the reader is clear:

%B4847351117009739^YOU/A GIFT FOR^21020000000000000000000?;48473511117009739=210200000000000?|

If the outcome looks like this the reader is encrypted:

%B4847351117009739^YOU/A GIFT FOR^21020000000000000000000?;48473511117009739=210200000000000?|0600|C99616598D439E20775D0174D42A73F371C8B67D8D4CC4C966B8838D7D59498F04E83AA58FDFC7F4F55813A3093DEDC2D388481EFA2R3F80692C5B683074F094|0E45E1D78B398A96E90AB3A567E0B154FB96AD616038DE46BE6158EF0388F304151F33870AG6E32B||61401000|613D065FA7B9D927EA0C0A8681594B9777F91F6B370DBB6B46E1912B29C8F8132A203882EB109EC1F4B9061C0F22070921D476AD84157632|B257DC7040814AA|F8E9377CB1EA2449|9010010B257DC700221C|893D||1000

How do I setup the Ingenico terminals with VT?

  1. Click “Settings”
  2. Click “Semi-Integrated” tab
  3. Select “EPX” from Pinpad Type dropdown menu
  4. Enter the Pinpad Name
  5. Enter the IP address that have been configured into the terminal (Refer to the VT_SI guide for the instruction)
  6. Enter “6200” for Port Number
  7. Click “Add” to complete the setup

How do I process an EMV transaction with VT?

  1. Click “Virtual Terminal”
  2. Click “Semi-Integrated Processing”
  3. Select the desired pinpad from the Pinpad dropdown
  4. Select Transaction Class (Credit/Debit)
  5. Select the transaction type from the Transaction Type dropdown
  6. Enter Amount
  7. Enter any additional data
  8. Click “Process” to complete the transaction

Transaction Lookup and Secondary Transactions

How do I look up a transaction?

  1. Click “Virtual Terminal”
  2. Click “View Transactions”
  3. Set your search criteria
  4. Click “Process”
  5. Locate the transaction in question
  6. Click the Transaction ID
  7. You will be directed to the Transaction Details Screen

How do I Capture a transaction?

  1. Click “Virtual Terminal”
  2. Click “View Transactions”
  3. Set your search criteria
  4. Click “Process”
  5. Locate the transaction in question
  6. Click the Transaction ID
  7. You will be directed to the Transaction Details Screen
  8. Click “Capture”
  9. Input the final Captured amount
  10. Click “OK”
  11. Confirm the transaction to be directed to the Transaction Details Screen

How do I Void a transaction?

  1. Click “Virtual Terminal”
  2. Click “View Transactions”
  3. Set your search criteria
  4. Click “Process”
  5. Locate the transaction in question
  6. Click the Transaction ID
  7. You will be directed to the Transaction Details Screen
  8. Click “Void”
  9. Click “OK”
  10. Confirm the transaction to be directed to the Transaction Details Screen

How do I Return a transaction?

  1. Click “Virtual Terminal”
  2. Click “View Transactions”
  3. Set your search criteria
  4. Click “Process”
  5. Locate the transaction in question
  6. Click the Transaction ID
  7. You will be directed to the Transaction Details Screen
  8. Click “Return”
  9. Input the amount you wish to be Returned
  10. Click “OK”
  11. Confirm the transaction to be directed to the Transaction Details Screen

How do I Adjust a transaction?

  1. Click “Virtual Terminal”
  2. Click “View Transactions”
  3. Set your search criteria
  4. Click “Process”
  5. Locate the transaction in question
  6. Click the Transaction ID
  7. You will be directed to the Transaction Details Screen
  8. Click “Adjust”
  9. Input the amount you wish to be Adjust by
  10. Click “OK”
  11. Confirm the transaction to be directed to the Transaction Details Screen

How do I process a Level 2/3 transactions with VT?

  1. Click “Virtual Terminal”
  2. Click “Key Card” or “Swiped Card”
  3. Select the Transaction Type from the dropdown menu
  4. Input card and transaction information
  5. Click “Add L2/3”
  6. Input Level 2 data
  7. If you wish to provide level 3 data click “Level 3 Data”
  8. Click “Process” when ready
  9. Confirm the transaction to be directed to the Transaction Details Screen

How do I Capture a Level 2/3 transactions with VT?

  1. Click “Virtual Terminal”
  2. Click “Add Level 2/3”
  3. Locate the transaction in question
  4. Click “Add L2/3”
  5. Input Level 2 data
  6. If you wish to provide level 3 data click “Level 3 Data”
  7. Click “Process” when ready
  8. Confirm the transaction to be directed to the Transaction Details Screen

Subscription Billing

How do I create a Recurring Subscription Plan?

Click "Create Subscription" from the left hand menu

The following is required to create a subscription:

  1. Amount: The amount to be charged on the billing date
  2. Weekly/Bi-Weekly/Monthly: How often should the card be charged
  3. Credit Card Number/Expiration: Card data to be used for the subscription
  4. Service Start Date: The subscription start date
  5. Number of Payments: Number payments after which the subscription expires
  6. Never Expires: Subscription will continue running until canceled manually
  7. First/Last Name: Name to be associated with the subscription
  8. Email: Email to receive confirmation/payment receipts
  9. Street/City/State/PostalCode/Country: Address associated with the credit card to be used with the subscription
  10. AVS Override: Creates a subscription even if the provided address is incorrect

Advanced Subscription Billing

If you'd like to add a trial period, discounts, or add-ons use the Advanced Subscription menu


How do I create a Recurring Subscription Plan?

To Create a Recurring Subscription the following needs to be added:

  • Customer
  • Payment Method
  • Billing Plan
  • Add-Ons/Discounts (optional)
  • Subscription

How do I add a Customer?

  1. Click “Customer”
  2. Click “Create New”
  3. Fill out the Customer Data form
  4. Click “Save”

How do I add a payment method?

  1. Click “Billing”
  2. Select “Payment Methods”
  3. Select a customer from the list
  4. Click “Create New”
  5. Fill out the Payment Method form
  6. Click “Save”

How do I do a One-time Manual Charge?

  1. Click “Billing”
  2. Select “Payment Methods”
  3. Select a Payment Method from the list
  4. Click “Charge”
  5. Enter Amount
  6. Click “Process”

How do I add a Billing Plan?

  1. Click “Billing”
  2. Select “Billing Plans”
  3. Click “Create New”
  4. Fill out the Billing Plan form
  5. Click “Save”

How do I add Add-Ons/Discounts? (Optional)

  1. Click “Billing”
  2. Click “Add-Ons/Discounts”
  3. Click “Create New”
  4. Fill out the Add-Ons/Discounts form
  5. Click “Save”

How do I add a Subscription?

  1. Click "Subscriptions"
  2. Click "Create New"
  3. Go to the “Subscription” tab
  4. Add a Customer and a Payment Method from the list
  5. Go to the “Plan” tab
  6. Add a Plan from the list
  7. Select ONLY ONE start billing date option
  8. Add Add-Ons/Discounts (optional)
  9. Click “Save”

How do I View/Edit a Subscription?

  1. Click “Subscriptions”
  2. Click the Subscription ID
  3. The “Status” tab give you an overview of the Subscription
  4. You can update the Payment Method from the Subscription tab
  5. Click “Save” to save the changes

Settlement

Why can’t I see the Settlement option?

The account is setup to settle automatically.


How do I view Batches if my account is not setup for manual settlement?

If manual settlement is not enabled on your account you can view your batches by going to NAB’s mybizperks.


How do I initiation settlement?

  1. Click “Transactions”
  2. Click “Settlement”
  3. Click “Close Batch”

How do I settle specific transactions?

  1. Capture Selective is not available on all accounts
  2. Click “Transactions”
  3. Click “Settlement”
  4. Select “Capture Selective”
  5. Uncheck any transaction you’d like to leave out of the current batch
  6. Click “Close Batch”

How do I adjust the transaction amount during settlement?

Amount adjustment during settlement is only available for Capture Selective enabled accounts.

  1. Click “Transaction”
  2. Click “Settlement”
  3. Select “Capture Selective”
  4. Locate the transaction in questions and enter the new captured amount
  5. Click “Close Batch”

How do I Void a transaction during settlement?

Voiding a transaction during settlement is only available for Capture Selective enabled accounts.

  1. Click "Transaction"
  2. Click "Settlement"
  3. Select "Capture Selective"
  4. Locate the transaction in questions and click Void
  5. Click "Close Batch"

How do I view Batch Details?

  1. Click “Transactions”
  2. Click “Batch Reports”
  3. Locate the batch in question and click the Batch ID to view the batch details

How do I view Batch Reports?

  1. Click “Transactions”
  2. Click “Batch Reports”
  3. Locate the batch in question and click the Batch ID to view the batch details
  4. Click “Export” to download the batch Report which contains transaction detail