We’re excited to announce that Tekmerchant is now Tekmetric Payments - with a fresh name and a host of powerful new features designed to streamline your payment processing experience.
For shop owners that have Tekmetric Payments enabled, there will now be a new area in the product dedicated to all your payment processing details through Tekmetric Payments. To note, all existing reports for payments and payouts are still located within the reports section of the Tekmetric product if needed.
To get started, simply click on Payments in the left navigation, located in the Admin section.
Payments
When you first click on Payments, you’ll come to an Overview tab that outlines details about your recent payments processed through Tekmetric Payments. At the top, there is a chart that reflects a rolling 10-day view of payment trends, and below is a table outlining the details of all your payments processed through Tekmetric Payments.
You can click into individual payments to get payment details, payment method details, and a timeline of the transaction. You can apply filters to the table or export a csv of specific dates or the table in its entirety to perform deeper analysis.
Disputes
Still within the Payments table, click on the Disputes tab to see a running list of any disputes against previous payments. Each dispute provides a date by which the dispute must be responded to, the date of the dispute, status, reason for the dispute, and amount. You can click into individual disputes to get more information as well as provide your decision on the dispute: either to accept or counter it.
Not familiar with how to handle disputes? Not to worry, there is a dispute guide associated with each dispute that provides you with written and video instructions to seamlessly walk you through the process. If you choose to counter a dispute, simply click on Counter Dispute and follow the step-by-step process to provide all pertinent details and evidence to initiate your claim. You will be notified of any status changes for your counter dispute within Tekmetric Payments.
Payouts
For payouts, you will have deeper insight into what your current balance is for payouts, as well as additional detail of future payouts and money on its way to your bank. you can click into details to view more information on the various statuses of payouts coming your way as well as adjust your payout schedule to either occur on a daily, weekly, or monthly basis or manually enabled. It's important to note, if you manually enable payouts, you will no longer have visibility into what payments are bundled into each payout. You can also click into individual payouts to see a summary of the charges, refunds and adjustments bundled into each payout, as well as more information about the transactions included in the payout. You can filter the payouts table by various criteria or export the payouts detail to perform deeper analysis.
Account
In the Accounts tab, you have the ability to edit any pertinent details associated with your Tekmetric Payments account. This can include any personal or business details that need to be adjusted, such as an address or phone number. Please note, any adjustments to your business’ Employer Identification Number (EIN) or your personal Social Security Number may impact your approval status with Tekmetric Payments, and thus inhibit your ability to process payments. You can also add or remove account representatives that you deem appropriate to represent your organization. You can also remove associated bank account(s) if needed.
Terminals
From the terminals tab, you can register new terminals, edit existing terminals to change the name or remove a terminal, and order new terminals.
Documents
In the Documents tab, you will find any documents available for download, such as a current or previous 1099-K.
