Application


Payments Onboarding Schedule

Inbound IVR - Application

Inbound VM Que - Application Team

Stale Payment Opportunities

Communication Templates

Communication Cadence

XBU: Portal Account Creation

Stale Payment Opportunities

Stripe Application

At Risk Accounts SOP

Retention Case SOP

#payments-onboarding-help - SOP

Inbound Application Line SLA & Expectations - SOP

P5 Device Ordering

SOP - Helping OpenEdge Customers Switch to AIM Payments

Cash Discounting

Payments Onboarding Case

Ziosk/Till Application Info

Hardware


Hardware Setup by Brand

Hardware Communication SOP

S1F2 General Setup Guide

Ordering P5 Terminals

Portal Training Checklist

Post Hardware Follow Up - Non Processing SOP

Hardware/Portal Checklist

Support


Support Schedule & Time Off

Rain Support

SBU Support

Merchant Portal Login Guide and Password Reset

Bank Change Request Process by Portal

EBT Payment Setup Process by Portal

Merchant Account Closure Process by Processor

VAR Sheet Request Process

Merchant Rebates and Reimbursements Guide

PCI Compliance Guide by Payment Processor

Payment Refund Process by Processor

Chargeback Handling Procedures by Payment Processor

Pin Debit Setup Process by Processor

Cash Discounting Lead Submission Process

Payment Retention Case Submission Process

Payments Support Schedule/Expectations

XBU Support Schedules and Expectations

XBU Payment Support SLA

🛠 Payments Support – Core Troubleshooting Guides (XBU)

RMA Process

Operations


Slack and Ring CX SOP

Pre-Live Accounts

Stripe Accounts in Salesforce

Rain Account Creation

ThriftCart Pay Account Creation

Dashboard: Incorrect Case Owner

Dashboard: Closed - Rejected but App Enabled

WorldPay New Application

Ziosk/Till New Application Creation

MID Creation in SalesForce

Marking Account Approved

SOP - Assigning a Payments Onboarder

SBU Payfac Portal Creation

Payment Operations Audit

CellSmart POS – PayFac Portal Creation

WorldPay New Application

XBU Hardware Ordering (Non Order Fulfillment)

Payments Admin - Onboarding Types

Selecting Partner App

Linking Payfac Accounts

Adyen Document Verification

Restricted Account Follow Up Communication

Resending Customer Payments Applications by Partner

Priority New Applications

Payments Responsibilities

Pricing Models

Submitting Payfac Ticket

Payfac Support Channel Reference Guide and Common Situations

🛠️ Support Queue Management (Calls and Cases) SOP

SOP - AIM Payments Onboarding

Payfac Stripe Overview

Submitting a Payfac Ticket (SF)

Account Closure SOP