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Payments

  • Payment Processing 101
    • Surcharging
    • Interchange
    • Storing a Payment Method (Tokenization)
    • Level 2 Processing
    • Split Funding
    • Account Updater
  • Online Payments
    • ACH Processing
      • Enabling ACH payments
      • Processing an ACH Payment
      • Checking ACH Auto-Reconciliation Status
    • Lightbox
      • Using Lightbox for Payments
    • Payment Links
    • Text to Pay
  • In-Person Payments
    • Point of Sale (POS)
    • QD Terminals
      • QD Tutorial
      • Connecting a Pin Pad
      • Adding Tips before Batching out
      • Retail Quick Reference Guide
      • Restaurant Quick Reference Guide
      • Surcharging Quick Reference Guide
      • Integrated Model Quick Reference Guide
    • Z Series Terminals
      • Setting the Date and Time
      • Connecting to Wi-Fi
      • Enabling 3G
      • Enabling Ethernet
      • Checking Network Connections (Ping)
      • Updating the Address and Phone Number
      • Connecting a Pin Pad
      • Resetting your Favorites
      • Adjusting the Keyboard Sounds
      • Inserting Special Characters
      • Processing a Debit Sale
      • Reprinting Receipts
      • Quick Reference Guide: Touchscreen Z models (remove)
      • Quick Reference Guide: Non-Touchscreen Z models (remove)
    • IDTech
      • Configuring the IDTech VP3350 Reader
    • Settlements and Batching
    • Editing Tips
    • Running a Card Type Report
    • Mobile Set Up Guides

Stax Pay

  • Getting Started With Stax Pay
    • Overview of Self Registration
      • Business Information
      • Payment Information
      • Business Owner and Financials
      • Documents and Statements
      • Review & Signature
    • Branding & Customization
      • Adding a Logo
      • Modify the Business Information on Invoices and Receipts
      • Updating your Address or DBA
      • Setting a Default Merchant on Login
    • User Roles & Permissions
      • Manage Users and Roles
  • Payments
    • Accessing Payments
    • Sending Receipts
    • Voiding and Refunding
    • Locate a Refund or Failed Payment Attempt
    • Payment Status
    • Payment Decline Codes
  • Invoices
    • Creating an Invoice
    • Configuring Payment Methods for Invoices
    • Accepting Split or Partial Payments
    • Sending an Invoice Via Text
    • Setting Up Recurring Payments
    • Linking a Payment to an Invoice
    • One-Time Future Payments
    • Invoice Status
    • Marking an Invoice Paid when using Alternative Payment Method
    • Setting Preauthorized Transactions
    • Adding Custom Input Fields to your Invoices
  • Payment Links
    • Using Payment Links
    • Accepting PayPal
      • Creating Hosted Payments with PayPal Checkout Options
    • Social Media Platform Shop Now button
  • Catalog
    • Creating Categories
    • Setting Up Products and Services in your Catalog
    • Updating your Catalog Inventory
  • Customers
    • Creating and Storing Customer Information
    • Viewing Customer Information
    • Merging Customers
    • Restoring Deleted Customers
    • Exporting Customer Data
    • Disabling Credit Card Payments
  • Reporting
    • Using Reporting Tools
    • Deposit Report
    • Viewing Credit Card Expirations
    • Viewing Payment details on the Deposit Report
    • Performance Analytics
    • Tracking Merchandise Sales
    • Batch Exports
    • Statement Reports
  • Chargebacks, Security, and Fraud
    • Disputes and Chargebacks
      • Managing Disputes and Chargebacks
      • Responding to Chargebacks
      • Using the Dispute Manager for Chargebacks
    • Overview of PCI Compliance
      • PCI Compliance Protocols
      • Receiving Chargeback Notifications
    • Protecting your Account
      • Merchant Fraud Alert
      • Card Testing
      • Creating a Business Track Account
  • Funding and Payouts
    • Assessing Fee Statements
    • Held Deposits
    • Changing your Bank Information
    • Next Day Funding Details
  • Stax Pay Settings
    • Managing your Social Reputation
    • Setting up Notifications
    • Configuring Sales Tax
  • Account Management
    • Cancelling your Account
    • Payment Methods
      • Enabling Google and Apple Pay
  • Integrations
    • Authorize.net
      • Setting up an Authorize.net Gateway
    • Quickbooks
    • HubSpot
    • Zapier
    • WordPress Payment Links
    • WooCommerce and NMI Gateway
  • FAQs
    • Subscription FAQ
    • Accepting HSA and FSA

Stax Connect

  • Getting Started with Stax Connect
    • Stax Connect Overview
  • Merchant Enrollment
    • Enrollment Methods
      • Stax Hosted Enrollment
      • Custom API Enrollment
      • White-Glove or Manual Enrollment
      • Replicating Merchants (Cloning)
      • Adding Documentation to Merchant Enrollment
    • Conditional Approval
  • Underwriting & Fraud
    • Underwriting Overview
    • Understanding Pended Accounts
    • Risk Enquiries and Resolutions
  • Managing Merchants
    • Updating a Merchant Bank Account
    • Requesting a Transaction Limit Increase
  • Reports
    • Merchant Export Report
    • Deposit Reports
    • Transactions Export Report
  • Stax Connect Settings
    • Account Management
      • Enabling Multi-Factor Authentication
    • Branding
    • User Roles
    • Team
      • Creating Team Members

Developers Resources

  • Getting Started with StaxAPI
    • Test Environments
    • Accessing and Creating API Keys
    • 💰Test Card Payment Methods
    • Best Practices
    • Webhooks
      • Setting up a Webhook
  • Stax.js
    • Online Payments
    • Assess your Web Payments Token
    • ACH Transactions
    • Tokenize a Bank Card on your Website
    • Tokenizing a Credit Card
    • Accepting a Credit Card Payment on your Website
    • Accepting a Bank Payment on your Website
    • Accepting PayPal
      • PayPal Events
      • PayPal Reports
      • Troubleshooting and Testing PayPal
    • Surcharging
    • Level Two Processing
    • Using Apple or Google Pay
    • Stax.js General Information / FAQ
    • Stax.js Validation
  • Mobile SDK
    • iOS SDK
      • Accept a Payment using an IOS device
      • Accept an ACH Payment
      • Manual key in a Card Payment
    • Android SDK
      • Accept a Payment using an Android Device
      • Accept an ACH Payment
      • Manual key in a Card Payment
      • Sample Application
  • Idempotency
  • Address Verification System (AVS)
  • Split Funding
  • API Rate Limits
  • Custom Fees
  • Webhooks
    • Setting up your Webhooks
    • Partner Webhook Events
    • Merchant Webhook Events
  • Customer Matching
  • MCP

Account Management

Make it your Own

Your account reflects your business. Your branding, logos, and colours can all be set in the Stax application.

Branding Customize your look. Users and Roles Create users and roles to manage your system. Taxes Set up the taxes you must charge.

Updated 7 months ago


What’s Next
  • Branding your Business