User Manuals, Guides & Instructions

Resources

User manuals are available for review online or for downloading.

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Chase Paymentech Services

Fraud Filters User Guide
Updated: 12/28/2012
Funding Reconciliation
Updated: 05/10/2012
IVR Quick Reference Guide
Updated: 06/13/2011 (46Kb)
Orbital Virtual Terminal User Guide
Updated: 08/01/2010 (4.73Mb)
Step-by-step instructions on using the Orbital Virtual Terminal.
Safetech Fraud Tools - Getting Started
Updated: 05/30/2013
Safetech Fraud Tools
Updated: 04/15/2013
Safetech Fraud Tools 5.5.5 Release Notes User Guide
Updated: 07/26/2013
Safetech Fraud Tools 5.5 Release Notes User Guide
Updated: 05/30/2013

Data Management Solutions

Paymentech Online User Guide
Updated: 12/19/2012
Use this guide to learn all you need to know about the power of Paymentech Online.
Paymentech Online Enhanced User Authentication User Guide
Updated: 09/16/2013
Merchant Descriptor User Guide
Updated: 08/05/2013
Merchant Reporting User Guide
Updated: 03/04/2013
A guide to using and understanding your financial reports.
Online Retrieval Request and Chargeback Processing User Guide
Updated: 04/15/2013
Chargeback Reason Code User Guide
Updated: 04/15/2013
Chargeback Timeframe User Guide
Updated: 04/15/2013
Retrieval Request and Chargeback Processing - For Non CBIS Users
Updated: 11/26/2010
Discusses chargeback processing flow, chargeback types, reason codes, time frames, and reporting.
Excessive Chargebacks User Guide
Updated: 10/27/2012
Excessive Fraud Programs User Guide
Updated: 06/28/2011
Delimited File Reports (DFR) Processing
Updated: 04/16/2013

Methods of Payment

Commercial Card Processing
Updated: 06/27/2013
Debit Bill Payment User Guide
Updated: 04/08/2010
A guide to Debit Bill Payment Processing through the debit networks.
eCheck Processing User Guide
Updated: 06/17/2013
Guide to Electronic Check Processing, returns processing and available reporting.
eCheck Setup Questionnaire
Updated: 06/17/2013
eCheck Best Practice User Guide
Updated: 10/22/2012
eCheck Best Practice FAQ's
Updated: 09/22/2010
eCheck Supplemental Sample Kit
Updated: 10/22/2012
Gift Card Program User Guide
Updated: 11/21/2011 (507Kb)
Details on Paymentech's Electronic Gift Card processing program.
Gift Card Quick Tips
Reviewed: July 2011 (236Kb)
Resource Online - Gift Card Reports User Guide
Updated: 03/01/2011 (1.54Mb)
Green Dot MoneyPak User Guide
Updated: 12/19/12
Instructions for Completing the New Merchant Set-up Forms for Bill me Later
Reviewed: July 2011
PayPal Processing User Guide
Released: 06/29/2010
PIN Debit Processing
Released: 09/29/2009
Private Label User Guide
Released: 04/01/2009

Global Processing

European Direct Debit Processing User Guide
Updated: 03/22/2010
European Processing User Guide
Updated: 08/31/2012
International Maestro User Guide
Released: 06/26/2012

Quick References

Voice Authorization Instructions
Updated: 09/09/2009
Step-by-step instructions for obtaining a voice authorization by telephone.
Canadian Voice Authorization Instructions
European Voice Authorisation Instructions
Voice Authorization Instructions Discover Settled
Voice Authorization Instructions Discover Conveyed
Key Contact Information
Contact information for Chase Paymentech support areas and additional supports.
Merchant Acronyms User Guide

Reason Code Guides

FAQ Sheets

Bill Me Later FAQs (98Kb)
Convenience Fee Processing FAQs (101Kb)
eCheck FAQs (117Kb)
Green Dot MoneyPak FAQs Reviewed, July 2011(146Kb)
International FAQs Reviewed, July 2011(133Kb)
NetConnect FAQs (82Kb)
Orbital Gateway FAQs Reviewed, July 2011(37Kb)
Orbital Managed Billing FAQs Reviewed, July 2011(89Kb)
PayPal Processing FAQs Reviewed, July 2011(102Kb)
Spectrum SDK FAQs (75Kb)

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