Merchant Resources
Helpful information that provides merchants insight on submitting request, disputes management, Dex platform and more.
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Merchant Forms
- Account Closure Request
- ACH Increase Request
- Address Change
- Bank Account Change
- Bank Release Authorization
- Credit Card Increase Request
- Over Transaction Limit Notification
- Primary Contact Change
- Request To Delete A Transaction
- Merchant Bank Account Verification Form
- Fair Credit Reporting Act (FCRA) Requirements
- PCI AOC 2021
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Merchant FAQs
- Additional Singular Event Fees
- Q. I’m currently having issues with my receipt not printing correctly, how can I resolve this?
- Q: Are there any Salesforce modules integrated with Forte?
- Q: Are there any shopping cart solutions integrated with Forte?
- Q: Can I manually enter credit card numbers using the Forte Mobile app?
- Q: I need the API Login ID and Secure Transaction Key for my Forte Checkout integration. Where do I find these?
- Q: Does Forte support peer-to-peer transactions?
- Q: Does Forte support EMV chip-reading technology on its card swipers?
- Q: How can I contact Forte Technical Support?
- Q: Does Forte have any solutions for mobile devices?
- Q: What browsers does Forte support for the Virtual Terminal and Dex Console?
- Q: Where can I find a list of transaction response codes?
- Q: Does Forte require balanced or unbalanced NACHA files?
- Q: Does Forte support NACHA format batch files?
- Q: Where can I find developer documentation for all of the Forte integration methods?
- Q: Where can I find code samples?
- Q: How do I request a test account from Forte?
- Q: I am getting my deposits netted together (credits and debits in one deposit) is there a way to have this set up differently?
- Q: I am a merchant who processes eChecks and I would like to add or get set up to receive notification emails if a transaction comes back returned. How do I do this?
- Q: I need to run a transaction(s) for next day funding, is this possible?
- Q: Can I process transactions to fund early/faster?
- Q: What is PCI Compliance and do I have to become compliant?
- Q: I issued a refund to the wrong account and it funded successfully and never came back as returned, what can I do to get this money back?
- Q: I received a chargeback from one of my customer’s and need to know the process on how I can dispute this?
- Q: What are your turn around time frames for specific requests (i.e. limit increase, bank change, application, over the limit notification).
- Q: When am I able to void a transaction?
- Q: How do I format Canadian Routing Numbers?
- Q: Can I process both Canadian and US transactions with the same Merchant ID/Location ID?
- Q: Do you have anywhere I can go to view updates or notices that would be applicable to my merchant account?
- Q: I am new to Forte and was set up with access to the Virtual Terminal, however, I do not know how to navigate and use it. Do you offer training on the Virtual Terminal?
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EMV FAQ
- What is EMV?
- Who Does EMV Impact?
- Does EMV Impact My Card-Not-Present Business?
- Why Are EMV Cards More Secure than Traditional Cards?
- Is EMV and Industry Mandate?
- Why Should I Invest in EMV Technology?
- What EMV Technology Does Forte Support?
- What Does NFC Compatible Mean?
- What Does Hybrid Solution Mean?
- Will the VX520 Terminal be Compatible with Other Forte Solutions like Checkout or Secure Web Pay?
- Will Forte Support a Dual-Interface (Contact and Contactless)?
- Will Forte Equipment Support Chip-and-PIN or Chip-and-Signature EMV Cards?
- What Does EMV Fraud Liability Shift Mean?
- What if I am a Gateway Merchant Through Forte?
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Merchant Processing Invite
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Dex
- Dex Invite & Registration
- Dex- How to Upload Dispute Documents for Review
- Dex- Bill Search module
- Dex Quick Reference Guide
- Dex- Reports module
- Dex Info Sheet
- How to access legacy credentials in Dex
- Sample Dex Invite
- Dex - My Profile
- Inviting New Users to Dex
- Dex - Merchants Disputes Only Access Experience
- Setting Merchant Credentials within Dex
- Dex - How to Switch Accounts
- Dex- How to Add a Transaction
- Dex- Search for Transactions
- Dex - Viewing Transactions
- Dex- Developer Module
- Dex- Searching Schedules
- Dex- Adding Schedules
- Dex- Locations
- Dex - How to Navigate the Customer Tab
- Dex - How to Navigate Organizations
- Dex - How to Navigate Manage Screen
- Dex - Funding Module
- Dex- Merchant Full Dex Access Experience
- Dex- Dispute module
- Dex - Using Filters & Exporting Transactions
- Dex- Subscribing and Unsubscribing from Notifications in Dex
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VX520
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Dex Disputes
- Disputes Management Process in Dex
- Card Brands Dispute Management Guidelines for Merchants
- How to Subscribe to Dispute Notifications
- Dex- How to export dispute records by payment method
- Dex - How to Upload Dispute Documents for Review
- How to subscribe to dispute notifications
- Dex Disputes Export Example
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Merchant Education
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Forte's Customer Advisory Board
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Merchant Compliance