Maximize our Platforms

Schedule a personalized consultation or join a training workshop below.

We'll explore... throughout our training sessions:

  • Master PaymentsHub: Learn dashboard navigation, transaction processing, account management, and fraud prevention for efficient payment processing.
  • Master PayAnywhere: Learn setup, settings, transaction processing, and advanced features (inventory, invoicing) to streamline your business operations.
  • Advanced Invoicing & Importing: Optimize invoicing with advanced techniques: recurring billing, automated collections, and comprehensive invoice management.
  • Chargeback and Disputes: Learn to prevent and manage chargebacks and disputes, including refund policies, defense strategies, and FAQs.
  • Manage sales tax effectively: Learn essential portal tax info (TIN, 1099-K) and simplify the process with Davo Tax Automation for automated collection, filing, and payment.

 


 

 



 

Weekly Training Agenda

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A graphic of a person learning about payment processing on the PaymentsHub platform, with icons representing a dashboard, transactions, accounts, and fraud prevention.

PaymentsHub:Every Friday from 12:15 PM to 1:15 PM (CST)

Welcome to our Paymentshub payment processing training session! In this hour, we'll provide you with a foundational understanding of our payment processing platform. We'll cover everything from navigating the dashboard to processing transactions, managing accounts, and understanding fraud prevention. Our goal is to equip you with the knowledge and skills you need to efficiently and confidently manage your payment processing.

 

 

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An illustration of someone confidently managing a business using the PayAnywhere platform, highlighting features like system setup, transactions, inventory, and invoicing.

PayAnywhere: Every Friday from 5:30 PM to 6:30 PM (CST)

This training session provides a comprehensive overview of the PayAnywhere platform, designed to equip you with the essential skills for efficient payment processing and business management. We will cover key areas such as system setup, general settings, transaction processing, and advanced features like inventory management and invoicing. By the end of this training, you will be able to confidently navigate PayAnywhere and utilize its tools to streamline your business operations. 

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A visual representing advanced invoicing and billing, with icons for invoices, recurring payments, automated collections, and streamlined management.

Advanced Invoicing and Importing: Every Friday from 1:30 PM to 2:30 PM (CST)

This training program provides an in-depth exploration of advanced invoicing techniques, designed to empower users with the knowledge and skills to efficiently manage and optimize their invoicing processes. Participants will learn to leverage various tools and platforms to generate invoices, create recurring billing cycles, automate payment collection, and streamline overall invoice management. 

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A graphic depicting chargebacks and disputes, with elements showing prevention, management through a portal, refund policies, and defense strategies.

Chargeback and Disputes: Every Friday from 4:15 PM to 5:15 PM (CST)

This training session offers essential guidance on navigating chargebacks and disputes. Participants will gain a clear understanding of what chargebacks are, how to prevent them, and how to manage them effectively through the portal. The session also provides valuable resources, including insights into refund policies, defense strategies, and helpful FAQs. 

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A visual representing sales tax management and automation, with icons for tax forms, a portal, and automated tax collection, filing, and payment.

Managing Sales Tax and Tax Automations: Every Friday from 3:00 PM to 4:00 PM (CST)

This 1-hour training program is designed to help you effectively manage your sales tax responsibilities and leverage automation tools. Section 1 covers essential tax information within your portal, including TIN matching, 1099-K forms, and best practices. Section 2 introduces Davo Tax Automation, a tool that simplifies the sales tax process by automating collection, filing, and payment. 

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Frequently asked questions

What platform do you use to conduct your virtual training sessions?

All of our virtual training sessions are conducted via Google Meet and Microsoft Teams. You'll receive a link to join the session when you register.

What is an ISO?

An ISO, or Independent Sales Organization, is a company registered with Visa and Mastercard to sell and process bankcard transactions. It can also refer to an organization that works with and under the name of such a registered ISO.

Do ISOs only sell bankcard services?

No, ISOs rarely sell only bankcard services; they typically offer a broader range of products or services.

What is AVS?

AVS stands for Address Verification System. It's an optional service designed to help protect against credit card fraud.

How does AVS work?

AVS verifies the identity of the person using a credit card by comparing the billing address provided by the user with the address on file at the credit card company.

What is a chargeback?

A chargeback occurs when a cardholder's bank reverses all or part of a credit card transaction. This leaves the merchant financially responsible for the payment and potentially subject to penalties, unless they can prove they were not at fault.

What is Interchange?

Interchange is a fee paid by the merchant's bank (the card-acquiring bank) to the cardholder's bank (the card-issuing bank).