Merchant Resources
Helpful information that provides merchants insight on submitting request, disputes management, Dex platform and more.
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Merchant/Partner Forms
- Account Closure Request
- ACH Limit Increase Form
- Address Change Request
- Aperia PCI Enrollment
- Bank Account Change Request
- Bank Release Authorization for Direct Recovery
- Client Data Import Requests
- Client Data Transfer Request Form
- Credit Card Increase Request
- Fair Credit Reporting Act (FCRA) Requirements
- Faster Funding Request
- Guide for Updating Your Email Address on File
- Merchant Bank Account Verification Form
- Over Transaction Limit Notification (OTLN)- Guide
- Partner Bank Verification Form
- Partner Closure Form
- Request To Delete A Transaction
- Signer/Primary Contact Change Form
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Merchant FAQs
- CSG-iCG Acquisition: External FAQs
- Q: How do I request historical transaction data?
- How to update Notifications in Virtual Terminal.
- Merchant FAQ - Migration to the CSG Forte Platform 2023
- NSF Recovery Service - Merchant FAQ
- Debit MasterCard BusinessCard Transactions
- 2023 Pricing Increase - Govt Merchant FAQ
- 7.1 Credit Card Settlement FAQ
- How to process batch files with GlobalScape (audience: Soft Pak merchants)
- 2022 Pricing Increase - Govt Merchant FAQ
- Dex/Virtual Terminal Retirement FAQ
- Additional Singular Event Fees
- Q. I’m currently having issues with my receipt not printing correctly, how can I resolve this?
- 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?
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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 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 Education
- ACH Chargebacks
- ACH Lifecycle and Transaction Types
- ACH Returned Transactions & Chargebacks
- BillPay Daily File Upload - Merchant Best Practices
- Invoice Fees and Definitions
- Merchant Services Agreement (MSA)
- Merchant Support Matrix
- NSF Recovery Reconciliation
- Phishing.org Examples of Phishing Techniques
- Proof Of Authorization and NACHA requirements
- Security Best Practices
- State Maximum NSF Fees
- Visa updates and clarifications to dispute rules language - 4/2023
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Forte's Customer Advisory Board
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Merchant Compliance
- TIN MISMATCH / LEGAL NAME COMBINATION ADDITIONAL INFORMATION
- PCI DSS - How a Security Breach Can Affect You
- Web Debit Security Audit FAQs
- CONVENIENCE/SERVICE FEE AND SURCHARGE TIP SHEET
- PCI-DSS v4.0 Webinar Recording and Presentation - May 2024
- Surcharges, Convenience Fees and Cash Discounts - At a Glance
- 2024 - Nacha Rules Updates
- Count Down to PCI 4.0
- WELCOME TO PCI-DSS
- What are SEC Codes?
- Understanding Web Debit: Audit Requirements
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Processing Services