Stax Knowledge Base

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Stax Knowledge Base

Business Owners

Business Owners

Stax Pay

Stax Pay: Using Payment Links

Stax Pay: NEW Customers List Overview

Stax Pay: Customize Payment Methods for Your Invoices

Stax Pay: How to Export your Customer Information

Stax Pay: Advanced Customization

Stax Pay: Updating you Inventory (Catalog)

Stax Pay Platform: ACH Auto-Reconciliation

Stax Pay: Reporting Tools

Stax Pay: Set a Default Merchant

Stax Pay: Viewing Payment Details in Deposit Reports

Stax Pay: Setting Up Products & Services in your Catalog

Stax Pay: Setting Up Recurring Payments

Stax Pay & QuickBooks Online Pro Sync: Take A Payment for New Customers

Stax Pay: Split and Partial Payments

Stax Pay & QuickBooks Online Pro Sync: Autosend

Stax Pay: QuickBooks Online Lite Sync

Stax Pay: Merging Duplicate Customers

Stax Pay: Upload a Logo

Stax Pay : Marking an Invoice as Paid When Collecting Alternative Payments

Stax Pay: Customer Management Overview

Stax Pay : Restoring Deleted Customers

Stax Pay: Preauthorized Transactions

Stax Pay: One-Time Future Payments

The Stax Platform: Cards on File Pro (with Account Updater)

Stax Pay: Item Category Sales Reports

Stax Pay: Applying a Due Date to an Invoice

Stax Pay: Accept Tips with Your Invoice

Stax Pay: Analytics Overview

Stax Pay: How to Use the Dashboard

Stax Pay: How to Create a Customer

Stax Pay: Refunds and Voids

Stax Pay: Credit Card Expiration Notifications

The Stax Platform: How to Set Up Your Stax Platform

The Stax Platform: Take Payment

Stax Pay: Decline Codes

Stax Pay: Invoicing

Stax Pay: Accepting Payments with an International Card

Stax Pay: How to View Customer Information

Stax Pay: Team Settings

Stax Pay: How to process an ACH transaction

Stax Pay: Categories

Stax Pay: Create Invoice Overview

Stax Pay : Customer Settings

Stax Pay: Settings

Stax Pay: Filtering Payments

Stax Pay: How to Connect Gift Up! to your Stax Pay Account

Stax Pay: Creating and Viewing Invoices

Stax Pay: How to use Stax Pay to track merchandise sales

Stax Pay : Link Payments to Sales

Stax Pay: Invoice Statuses

Stax Pay & QuickBooks Online Pro Sync: Keyed Payments for Existing Customers

Stax Pay: Setup of the QuickBooks Online Pro Sync

Stax Pay: Sales Tax

Stax Pay: Disable Credit Card Payments on Invoices

Stax Pay: Receipts

Send Invoices with Text2Pay

Stax Pay: Notifications

Stax Pay: Queued Payments

Stax Pay: Viewing ACH Deposits

Stax Pay: Receipt Notifications

Stax Pay: The Benefits of Performance Analytics

Stax Pay: Accessing Payments & Using the Core Features

Stax Pay: Creating Users

Stax Pay: Batch Exports

Adding a "Shop Now" Button to Your Business' Facebook Page

Stax Pay: Set a Default Account

Stax Pay Analytics : Reconciliation Overview

Stax Pay : Logging In

Stax Pay : Accessing Your Account Settings

Stax Pay: Manage your Online Reviews (Reputation Management) directly from your dashboard

Stax Pay : How to link a payment to an invoice

Stax Pay: How to Set Up a Website Payment

What is a Digital Wallet (Apple Pay and Google Pay)?

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Stax Pay Mobile

Stax Mobile App: Running a Sale

Stax Mobile: Capturing Signatures

Stax Pay Mobile : Add/Edit Catalog Items

Stax Pay Mobile app: Creating a Customer

Stax Pay Mobile : Setting Sales Tax

Stax Pay Mobile : How to Set Up My ChipperBT Reader for the First Time

Stax Pay Mobile: Void/Refund

Stax Pay Mobile: Setting Tips

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Card Present with Stax Pay

Stax Pay + Integrated Terminal: How to Refund a Transaction

Stax Pay + Integrated Terminal : How to Process Card Present Transactions

My Account

Scan to access your Mobile Setup Guide for your device

How can Daylight Savings and Time Changes affect my processing?

How to Cancel Your Stax Membership

Authorization for Credit Card Use

Best Practices for Card Acceptance

Transferring Ownership of your Stax Account

Update Address

Understanding Your Statement

What are the PATRIOT Act and FinCEN Requirements?

Bank Holidays

Level 2 and Level 3 Processing

Best Practices for Card Acceptance: Always Insert or Swipe Cards

Same Day Funding

Updating Your Bank Account

Best Practices for Card Acceptance: Know your customer

Update Merchant Account Information (DBA)

Cancellation Policy (Duplicate Article)

Best Practices for Card Acceptance: Obtain a Signature

Accessing Statements and Reporting

Update Displayed Business Contact Information on Customer Facing Invoices and Receipts

What is a Chargeback?

Next Day Funding (NDF)

Best Practices for Card Acceptance: Have the Customer Sign

Best Practices for Card Acceptance: Match Billing and Shipping Zip Codes

Best Practices for Card Acceptance: Proof of Service

How to Respond to a Chargeback

Will I be able to accept HSA or FSA from my customers?

Best Practices for Card Acceptance: Always Provide a Receipt

Best Practices for Card Acceptance: Delivery Confirmation

Best Practices for Card Acceptance: Request Card Information

Why are my deposits being held?

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Dejavoo Products

How to Update a QD Terminals Date and Time

Dejavoo QD-Models: Quick Reference Guide: Restaurant

Dejavoo QD-Models: Quick Reference Guide: Retail

Dejavoo Touch Screen Z-Models: Quick Reference Guide: Z9 and Z11

Dejavoo Z8: Debit Sales

Dejavoo Non-Touch Screen Z-Models: Quick Reference Guide: Z1 and Z8

Dejavoo Z8: Resetting Favorites

Dejavoo Z8: Connecting Over a Phone Line

Dejavoo: How to Update the Address and Phone Number

Dejavoo Z9: Enabling 3G

Dejavoo Z6: Voids and Refunds

Dejavoo: Batching/Settling

Dejavoo Z9: Inserting the Battery and SIM Card

Can my terminal accept Apple Pay?

Dejavoo: Edit Tipped Transactions

Dejavoo Z8: Reprinting Receipts

Dejavoo: Decline Codes

Dejavoo: Enabling Ethernet

Dejavoo: How to accept Apple Pay

Dejavoo Z9: Pinging the Network

Dejavoo Z8: Inserting Special Characters

Dejavoo Z8: How to Ping the Network

Dejavoo Z8: Connecting to WiFi

Forgot to add tips: Batch assistance for merchants that accept tips using a Dejavoo terminal

Dejavoo Z8: Turning the Keyboard Beep On and Off

How to Order Receipt Paper and other Supplies

Dejavoo + Stax Pay Integration Quick Reference Guide: Z1, Z8, Z9, Z11

Dejavoo: Running a Card Type Report

Dejavoo Refunds and Voids

Dejavoo Terminals: How to Enter in Transactions with the Authorization Code

Dejavoo: Connecting to WIFI

Dejavoo Z8: Adding Items to the Favorites Menu

Dejavoo: Edit Date/Time

Dejavoo Z8: Reprinting Batch Reports

Help with Using Voice Authorization for Backup Processing

Why do Digital Wallets (Apple Pay + Google Pay) change the credit card number?

Dejavoo Z9: Connecting to WiFi

Dejavoo Z9: Updating Date and Time

Dejavoo Z6: Connecting your PIN Pad For The First Time

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Recursos en español

¿Qué es el intercambio?

Omni Virtual Terminal + Card Present: Cómo reembolsar una transacción

Entendiendo Su Declaración

Dejavoo: Cómo Actualizar la Dirección y el Número de Teléfono

Dejavoo Z6: Conectando Su PIN Pad Por Primera Vez

Dejavoo: Ejecutar un informe de tipo de tarjeta

Dejavoo: Agregar propinas después de terminar lote

Dejavoo Z9: Conexión a Wi-Fi

¿Cuáles son los precios de Fattmerchant?

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Verifone Products

Authorization Codes and Pending Transactions

Verifone Communication Errors

Verifione Vx520: How to Update the Address and Phone Number

Verifone: Refunds and Voids

How to find the authorization code for a specific transaction

Verifone Vx520 or Ingenico: How to Set up My Terminal

Verifone: Edit Tipped Transactions - Restaurant

Verifone Vx520: US Debit vs Visa or Mastercard Debit

Verifone: Settlement / Batching

Verifone: PIN pad Initialization

Verifone Decline Codes

Verifone: Time Change

Verifone: Unlocking the Keyboard

Verifone Vx520 Quick Reference Guide

Verifone: How to Enter Transactions with the Authorization Code

Verifone Vx520: How to Set Up My Verifone PIN Pad

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Swipe Simple Mobile Application

Swipe Simple: Running a Sale

Swipe Simple: Mobile Chip Reader

How to Set Up My Swipe Simple Reader for the First Time

Swipe Simple: Changing batch settle time

Swipe Simple: Troubleshooting

Swipe Simple: Reader Lights

Swipe Simple: Application Features

Swipe Simple: Offline Transactions

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Point of Sale Solutions

Gift Cards

EMV Capability

Multi-merchant

Integrating my Point of Sale with Stax

Third-party Integrations (POS Systems)

PIN Debit

Contactless Payments: In-Person (Card-Present)

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Pricing & Plans

What types of cards can I accept with my account?

Merchant Services 101

How to Lower Interchange Fees

Debit or Credit?

Options for Accepting American Express at Your Business

How to Add ACH to Your Account

What is Interchange and How Does it Work?

What are Stax's fees?

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Security

Healthcare Policies with Stax

PCI Compliance

12 Potential Signs of CNP (Card Not Present) Fraud

Risk Management

Tokenization

Annual, Average, High Transaction Amounts

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Shopping Carts & CRM Solutions

E-Commerce Overview

CRM Overview

WooCommerce Integration

Setting up your Authorize.net gateway

PAX Terminals

How to Connect Your PAX A920 to Wifi

How to Process a Credit Sale on Your PAX A920

How to Process a Credit Return on Your PAX A920

How to Process a Debit Sale on Your PAX A920

How to Close a Batch on Your PAX A920

How to Adjust a Tip on Your PAX A920

View Your Transactions on Your PAX A920

PAX A920 Quick Reference Guide

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Surcharging

How to be Compliant with Credit Card Surcharging?

What's New

Q1 2022 Product Updates and Enhancements

Q4 2021 Product Updates and Enhancements