SchoolFunds Online Support Portal

• Year to Date, Month to Date, and Most Recent Day Volume: Quick view of your business's transaction volumes.
• Last 5 Batches: Overview of the five most recent batches processed.
• Last 5 Funding Events: Summary of the latest funding events.

• Transactions: View and manage all transactions.
• Authorizations: Access details of transaction authorizations.
• Batches: Overview and details of all batches processed.
• Funding: Information on funding events.
• Disputes: Manage and track dispute cases.
• Statements: Access your statements.
• Support: Get help and view tutorial videos.
• Admin Portal: Administrative tasks and settings.

• Selecting Locations: Choose which locations' data to display.
• Creating Groups: Organize locations into groups for easier management.

• Funding Summary: Overview of fees, chargebacks, adjustments, net funding, and gross funding.
• All Funding Events: Detailed list of all funding events with options to filter, export to CSV, and customize views.

• Batch Details: Access all data within each batch including card details, amounts, card types, and transaction dates.
• Customization Options: Filter, export to CSV, and select specific columns to display.

Transaction Details: View detailed information for each transaction.

• Customization Options: Filter, export to CSV, and select specific columns to display.

• Batch Closures: Receive notifications when a batch closes.
• Chargebacks: Get notified when a chargeback is issued.
• Funding Received: Alerts for received funds.

Adding a New User

1. At the upper right of your screen, select your name and choose Manage Users.
2. Click on Add New User.
3. Enter the user's details: First Name, Last Name, Email Address, Phone Number (optional), and set User Status to "Active".
4. Assign the user to a merchant by selecting the merchant and moving it to the Assigned Merchants section.
5. Set the user's permissions by selecting the appropriate access levels or choose Allow All for full permissions.
6. Click Submit to create the new user.

Updating Your Account Information

1. Log on to Merchant Dashboard.
2. At the upper right, select your name and choose Account Settings.
3. Update your First Name, Last Name, Email Address, and Phone Number as needed.
4. Click Submit to save changes.
5. Note: The Account Role and User Status can only be updated by an administrator.

Changing Your Password

1. Log on to Merchant Dashboard.
2. At the top right, click on your name and select Change Password.
3. Enter your current email address and current password.
4. Enter and confirm your new password.
5. Click the Change your password button to save changes.

Logging Off

1. At the top right of your screen, click on your name.
2. Select Logout from the user menu.

What is the main purpose of the Merchant Dashboard?

The Merchant Dashboard provides a comprehensive overview of transactions, settlements, chargebacks, and reserves. It allows you to manage and track payment-related activities efficiently.

Can recurring payments be managed from the Merchant Dashboard?

No, recurring payment management is handled at the gateway level, not on the Merchant Dashboard.

What does the term "MID" refer to?

"MID" stands for Merchant ID, which represents different locations or accounts within the Merchant Dashboard. Each MID is used to track settlements and other financial activities for that specific location.

How can you group multiple MIDs for a quick view?

You can create groups by selecting the "Add and Edit Group" option in the Funding section. This allows you to view information for multiple MIDs collectively.

What do the terms "settlement," "chargeback," and "reserve" mean?

• Settlement: Money deposited into your account.
• Chargeback: Money debited from your account due to a disputed transaction.
• Reserve: Money held in a separate account, usually due to account setup or risk management issues.

Why is there a reference number for deposits?

The reference number helps distinguish between multiple deposits made on the same day for the same MID, making reconciliation easier.

What is the purpose of the terminal ID field?

The terminal ID identifies the specific terminal or lane where a transaction was processed. This is useful for troubleshooting and understanding which terminal was used for particular transactions.

Why isn't the transaction ID from the receipt visible in the reports?

The transaction ID from the receipt, also known as the authorization code or order ID, will be made available in future updates to the reports to provide a valuable audit trail.

What do the different entry modes indicate?

Entry modes describe how a card transaction was processed:

• Card Present: Transaction was done at a physical location.
• Key Entry: Transaction was manually entered, typically for eCommerce sales.
• Contactless: Transaction was completed using a tap-to-pay method.

How can you dispute a chargeback?

To dispute a chargeback, use the provided ARN link in the Disputes section to upload supporting documents. Follow the status updates on the Merchant Dashboard, and contact a risk specialist for additional guidance if necessary.

How can you search for order IDs in the dashboard?

Ensure you are searching within the correct month, as the dashboard defaults to the current month's transactions. Select the appropriate month to find the desired order IDs.

Can you export data from the Merchant Dashboard?

Yes, you can export data to CSV format for further analysis. This is useful for detailed reconciliation and record-keeping.

How can you handle user permissions and access levels?

You can create and manage user accounts, assigning specific permissions and access levels based on roles. This allows you to control who can view and edit different sections of the dashboard.

Can you explain the funding section and its components?

The Funding section provides details on settlements, fees, chargebacks, and reserves. Each entry is associated with a specific MID and includes a reference number for easier reconciliation.

How are reserves managed in the Merchant Dashboard?

Reserves are funds held in a separate account due to account setup or risk management issues. The dashboard displays reserve amounts and any changes to these amounts over time.

What does the "CP" batch number prefix mean?

The "CP" batch number prefix indicates a consolidated deposit made up of several individual settlements. This helps simplify bank reconciliation by grouping multiple transactions into a single deposit.

How can you identify specific transactions or batches using the terminal ID?

The terminal ID helps identify the specific terminal or lane where a transaction was processed. This is useful for troubleshooting and understanding which terminal was used for particular transactions.

What information is available for dispute handling?

The Merchant Dashboard provides status updates for disputes, including the date filed, type, and current status. Detailed information is available through the ARN link provided for contesting disputes.

What are the steps for processing chargebacks using the ARN link?

To process chargebacks:

1. Use the ARN link in the Disputes section to upload supporting documents.
2. Monitor the status updates within the dashboard.
3. Refer to documentation or contact support for detailed steps.

How can you get updates on the status of disputes?

Status updates for disputes are available in the Merchant Dashboard under the Disputes section. You can also set up email notifications to receive updates.

What should you do if you encounter issues with searching for order IDs?

Ensure you are searching within the correct month. If the problem persists, export the data to CSV for further analysis. Contact support if issues continue.

How can you add new users and manage their permissions?

You can create and manage user accounts in the Merchant Dashboard under the Admin Portal, assigning specific permissions and access levels based on roles.

Is the Merchant Dashboard mobile-optimized?

Yes, the Merchant Dashboard is mobile-optimized and can be used on smartphones and tablets, providing flexibility to manage payment activities on the go.