User Guides

Merchant Facilitator

1. Name	Version	Added On	Status	Link	Description

1. Merchant Configuration Guide	1.2	08/25/13	Active	view	The purpose of this guide is to familiarize users with the tasks around merchant on-boarding (initial merchant setup). It explains the notion of merchant hierarchy, defines merchant settings and covers all parameters of the merchant profile. It is highly recommended to review the guide before using Provisioning form of the system.

2. File Management Guide	1.3	10/05/15	Active	view	The purpose of this guide is to familiarize users with file management processes within the gateway. It includes information about batch, sub-batch and operations that can be applied in the gateway within UniPay.

3. Security Management Guide	1.3	10/08/15	Active	view	The purpose of this guide is to familiarize users with security mechanism based on permissions and hierarchy of access to the different elements of the gateway.

4. Convenience Fee Management Guide	1.0	06/10/16	Active	view	The purpose of this guide is to familiarize users with convenience fee processing, ways of convenience fee handling within the system and the role of a cost processor in convenience fee and transaction processing.

5. Business Entities Guide	1.1	10/25/16	Active	view	The purpose of this guide is to familiarize payment service providers with the merchant services industry and its representation in the gateway.

6. Branding Management Guide	1.1	11/21/16	Active	view	The purpose of this guide is to familiarize payment service providers with the branding module, which provides the ability to brand different types of resources for different levels available within the system.

7. Split Payments Management Guide	1.0	06/07/17	Active	view	The purpose of this guide is to familiarize users with the split payments mechanism, its key players and the main business and technical scenarios of how split payments can be handled.

8. Terminal Order Management Guide	1.4	12/19/16	Active	view	The purpose of this guide is to familiarize users with the terminal ordering process that includes creation of a terminal order, terminal fulfillment and post-ordering maintenance. The guide is intended for Terminal Order Managers that are going to provide merchants with terminals and for terminal support departments.

9. Configuration Scripts Management Guide	1.1	06/08/17	Active	view	The purpose of this guide is to familiarize users with the available configuration scripts, their functions and peculiarities of their usage.

10. Remittance Management Guide	1.13	11/13/17	Active	view	The purpose of this guide is to familiarize payment facilitators about the processes around remittance for cases when remittance is done through the gateway. It includes information about how to deal with remittance settings and flow independently.

11. Reconciliation Management Guide	2.1	12/08/17	Active	view	The purpose of this guide is to familiarize payment service providers with reconciliation process around processing and remittance when reconciliation is done within the gateway. It explains the concept of reconciliation, how it can be simplified via the dashboards available within the gateway and provides step-by-step instructions on how to handle reconciliation in the most effective way.

12. Processing Management Guide	1.3	04/16/18	Active	view	The purpose of this guide is to provide deep knowledge needed for managing transaction processing, such as realtime, batch processing, hosted payment page and tokenization management. etc.

13. Onboarding Management Guide	1.3	09/21/18	Active	view	The purpose of this guide is to provide deep knowledge needed for managing the onboarding process of the merchants created in the gateway.

14. Data Export Guide	1.0	06/06/19	Active	view	The purpose of this guide is to familiarize users with the data export mechanism that allows to export raw transaction and statement data, generated in the remittance process within the gateway to the respective database tables. Exported data can be used by the external front-end system interacting with the gateway for statements and reports generation.

15. Recurring Billing Guide	1.0.	06/25/20	Active	view	The purpose of this guide is to familiarize merchants with the recurring billing process. It explains terms related to recurring billing, describes steps of the recurring billing process.