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The Complete Gateway is an online terminal that facilitates the acceptance of credit card and ACH transactions. The gateway is also built to integrate with several POS systems including shopping carts through an API or Source Key. Below is a basic introduction to the Complete Gateway to help you better understand its features and ability. This list is very limited on all of the features the gateway provides, so we encourage that you contact your sales representative for further details.
Once logged into the Complete Gateway you will find the main dashboard with several options to the left. These options include topics such as Dhasboard, Transactions, Batches, Customers, Products, Invoices, Reports, etc.
When selecting the Transactions feature a new drop down will appear with the headings of New Order, Simple Charge, Auth ONly, Refund and Voice Auth. To run a sales transaction select the Simple Charge Feature. From here, input the desired credit card information into the available fields. If you have a piece of equipment like a credit card swiper, you can select the "Swipe" button and slide the card through the reader. Once the information is included in the fields below select the Process Charge button to run the transaction.
The Batches selection will display the current open batch including all recent transactions, details of the transaction and a total breakdown of the batch summary. Additional options such as closing the batch, viewing queued transactions, batch hisorty and batch summary area available at the top.
The Customers feature will allow you to store your customers information in our Secure Vault. This information can include things such as a Customer ID, Company Name, First Name, Address, Phone, Email, etc.. Our Secure Vault is PCI DSS compliant and secure.
The Invoice feature allows you as a merchant to create invoices for your customers. This can be done by selecting the "Add Invoice" at the top right hand side of the screen. This dashboard will also allow you to track all of the outstanding invoices that have been sent out to your customers.
The Reports feature has a number of pre-built reports that you can use for your basic reconciliation needs. The Sales by Date report will list all batch sales with a transaction break down for each batch. The Declines by Date report will display all declines along with the reason for each decline. The Errors by Date report will allow you to see any errors or possible common errors that occur on your account. If you do not find a report that fits your needs we also provide a Customer Report section where you can create your own new reports.
The Fraud Center has a number of fraud modules that can be put into place to help protect your merchant account from fraudulent activity. This is done through either providing additional information at the time of a transaction for verification or restricting different card types or credit cards from being authorized. The fraud module can be stet up through selecting "Add Module" at the bottom of the screen.
Once the Settings tab is selected an additional drop down menu will appear with many options on how to set up your gateway.
The Users tab allows the administrator to create additional users to have access to the gateway. These additional users can be set up with restrictions to certain reports or abilities within the gateway.
The API Keys feature allows an administrator to create a Source Key for the use of connecting a shopping cart, generating an API Key or adding a Payment Form.
If you have any further questions or would like to learn more about the Complete Gateway, feel free to reach out to Customer Support at 1-877-267-4324 or firstname.lastname@example.org.
Article ID: 36000132025