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Got a merchant account and want to learn

all the ins and outs of how it works? 

 

 

On the first Friday of each month, you can join Practice Pay Solutions Instructor and Virtual Assistant Kim McDaniels for this free webinar: a complete hands-on orientation including step-by-step information on:  

• Administrator rights and enabling others to access your account
• Quickbooks downloads and reconciliation
• How to charge a client  (and the difference between capture and authorize!)
• How to refund a charge
• How to set up recurring billing
• Security and fraud standards
• How to set up an item in Simple Checkout
• Accepting eChecks
• Reporting capabilities
• How to create and maintain your client database
• Learning the overall layout of the Virtual Terminal
• Best Practices for managing your Virtual Terminal

 Even if you’ve had your merchant account for a while, Kim may be able to demonstrate some capabilities of the system you didn’t even know about!  You’ll actually log-in to your own account on the live call and ask Kim questions as you go.  Invite your Virtual Assistant, your book-keeper and other team members so everyone can master the powerful tools available through your Virtual Terminal!  

The next session is:

Friday, October 8th

3:00-4:00 p.m. EST