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v2.0
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Loan Data & Statuses
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Quick Start
Welcome
Quick Start Guide
Dashboard
Dashboard Overview
Live vs Test Mode
User Management
API Keys
Webhooks
Webhook Signature Verification
Consuming Webhooks
Merchant Webhooks
Connections
Connections Overview
Platform Processors
Adyen for Platforms
Checkout.com
Payrix
Stripe Connect
Direct Processors
Adyen
Affinipay
Braintree
MerchantE
Lending Processors
Nelnet
Greensky
Service Processors
Connection Configuration
Merchants
Merchants Overview
Creating Merchants
Creating Merchants in the Dashboard
Creating Merchants via API
Creating Merchants with Bulk Import via CSV
Creating Merchants with Bulk Import via Connection API
Enabling Merchants
Labeling Merchants
Boarding Merchants to Connections
Determining Required Merchant Data
Manage Merchant Credentials in Dashboard
Manage Merchant Credentials Via API
Boarding Forms
Configuring Domain Names
Boarding Form Templates
Payment Transactions
Integrations
Hosted JavaScript Clients
PaymentFields Integration
Direct API Integration
Tokenization
Token Import
Transactions
Sale
Verify
Auth
Capture
Void
Refund
Payment Data
Country & Currency Codes
Metadata
Dynamic Statement Descriptors
CVV
AVS
Level II Data
Level III Data
PAYMENT METHODS
Credit Cards
ACH (Direct Debit)
ACH PaymentFields Integration
Tokenizing Bank Accounts for Recurring ACH Payments
ACH Sale via the Payment API
ACH Refund via the Payments API
B2B2C Loans
Tokenizing Loans
Connections and Plans
Loan Data & Statuses
Loan Updates
Loan Transactions
Loan Export
Apple Pay on the Web
Apple Pay Domain Verification
Apple Pay on the Web Implementation
PayPal
PayPal Integration - Pay with PayPal
PayPal Integration - Merchant Signup Button
📝 Plans
Plans Overview
Assign Plans
Assign Merchant to Plan
Bulk Move Merchants
Merchant Plan via API
Routing Rules
BIN Rule
Distribution Rule
Card Brand Rule
Currency Rule
Order Rule
Reject Salvage Rule
🔍 FAQ
Frequently Asked Questions
Object ID Prefixes
Transaction Data Retrieval
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Updated 6 months ago