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Dex Training Courses for Merchants

Welcome to our comprehensive training program. The Dex interactive training courses are designed to help you become a payment expert in Dex! The training courses encompass learning modules composed of many training methods including step-by-step tutorials, video guides, FAQs, and simulators. 


In addition to interactive training courses, PDF guides and Video guides for each module in Dex can be found below.




Getting Started in Dex

Click Here to view the interactive Training Course to help you get started in Dex!

Dashboards in Dex                                                            

Registering your account in Dex

Sandbox Accounts 

Managing more than 1 user account in Dex - Switching Accounts 

Resetting your password in Dex

IP Address Security Features 

Managing Cookies in Dex 


Users 

Click Here to view the interactive training course for Users in Dex!

Inviting Users to Dex 

    Managing Users in Dex 

    Resend a User's Invitation

    Revoke a User's Invitation 

    Restore a User's Access 

    Adding Roles to Users


Reconciliation & Reporting

Click Here to view the Interactive Training Course for Reconciliation and Reporting in Dex!

    Exporting Transactions & Creating Custom Export Templates 

    Virtual Terminal Reports 

    Reconciling using the Funding Module

    Payout Reconciliation Reports 

    Daily Transaction Report 

    IVR Report 

Text 2 Pay Report 


Disputes

Click Here to view the Interactive Training Course for Disputes in Dex!

    Subscribing to Dispute Notifications 

    Managing Disputes in Dex

    Reviewing Disputes in Dex 

Responding to Disputes in Dex 

Accepting Disputes in Dex 


Notifications 

Click Here to view the Interactive Training Course on Payment Notifications in Dex!

    Create Payment Notifications in Dex

    Subscribing to Notifications in Dex 

    Editing / Deleting Notifications in Dex 


Transactions

Click Here to view the Interactive Training Course on Transactions in Dex!

    Understanding SEC Codes

    Custom Order Fields (Merchant Defined Transaction Fields)

    Adding Transactions

    Exporting Transactions 

    Voiding Transactions 

    Reversing Transactions 

    Transaction Receipts 


Credentials for Integration 

Click Here to view the Interactive Training Course on Credentials/Integration in Dex!

    Creating API Credentials 

    Editing API Credentials 

    Managing Legacy Credentials 

    Deleting API Credentials 

    Suspending and Activating Credentials 


Schedules & Recurring Payments 

Click Here to view the Interactive Training Course on Schedules in Dex!

    Creating Schedules/Recurring Payments

    Editing Schedules/Recurring Payments 

    Deleting Schedules/Stop Recurring Continuous Payments 

    Suspending Schedules 

    Reactivating Suspended Schedules 

    Exporting Schedule Data: Future Scheduled Reports 


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