Category 1: Getting Started & General Support
Article 1: Contacting Sola Payments Support
Summary: Learn how to reach our specialized support teams and what information you need to have ready.
Body:
At Sola, we provide "People Helping People." We offer five specialized in-house support teams to ensure you get the right expert for your specific needs.
Merchant Support: For assistance with chargebacks, deposit details, and reconciliation.
Gateway Support: For optimizing account settings, advanced transaction issues, and feature support.
Technical Support: For troubleshooting card readers, payment software, and hardware configurations.
Developer Support: For API integrations, SDKs, and plugin assistance.
How to Reach Us:
Phone: (855) 963-7652
Hours of Operation: Monday – Friday, 9 AM to 6 PM EST.
After-Hours: We provide after-hours coverage; our service team will ensure a technician contacts you as soon as possible for urgent issues.
Pro-Tip: Please have your Merchant ID (MID) ready. You can find this on your merchant statement or on the side/bottom of your payment terminal.
Category 2: Merchant Operations & Best Practices
Article 2: Managing Refunds and Voids
Summary: Understand the difference between a void and a refund and which one is better for your business.
Body:
When you need to undo a transaction, you have two primary options: Voids and Refunds.
Voiding a Transaction:
When to use: Use this before a transaction has been batched out (usually the same business day).
Benefit: It is much faster for the customer. A void cancels the pending transaction, removing the hold on funds immediately.
Refunding a Transaction:
When to use: Use this if the transaction has already been batched out and settled.
Process: Refunds take longer to process as the funds must be moved back from the processing bank to the cardholder.
Best Practice: Whenever possible, void the transaction rather than refunding it to save on fees and provide a better customer experience.
Article 3: How Batch Processing and Funding Works
Summary: Learn how your transactions are batched and when you can expect to see funds in your account.
Body:
Sola simplifies your daily operations by automating the batching process.
Automatic Batching: Sola closes batches automatically every day. There is no need for you to manually close a batch on your terminal or in the portal.
Funding Timeline: Once a batch is closed, the processing bank begins the funding process. Ensure your business bank account does not have a "debit block" or "debit filter" that might prevent the acquiring bank from depositing funds or withdrawing processing fees.
Verification: You can view your daily batch totals and individual transaction details in the Sola Merchant Portal.
Category 3: Technical & Security
Article 4: Protecting Your Account: PCI DSS Compliance
Summary: A guide to staying compliant and protecting your customers’ sensitive payment data.
Body:
Maintaining Payment Card Industry (PCI) compliance is essential to avoid fines and protect your business from fraud.
Key Requirements:
Never Store Prohibited Data: Do not store CVV codes or full magnetic stripe data after authorization.
Use Sola iFields: For online merchants, we recommend using Sola iFields. This technology uses iframes to ensure sensitive data bypasses your server entirely, keeping you out of "PCI Scope."
Update Passwords: Ensure you change vendor-supplied default passwords on all routers, POS systems, and computers.
Physical Security: Restrict physical access to your payment terminals and server rooms.
Need help with your SAQ? If you have questions about your annual PCI compliance questionnaire, contact our PCI specialists at (718) 782-2823 x110.
Article 5: Troubleshooting Terminal Connection Issues
Summary: Simple steps to resolve communication errors on your countertop or mobile device.
Body:
If your terminal is failing to connect or displaying a "Communication Error," follow these steps:
Check the Power: Ensure the device is fully charged or plugged into a stable power source.
Verify Internet/Signal:
Ethernet: Check that the cable is securely plugged into both the terminal and the router.
Wi-Fi: Ensure the terminal is connected to the correct network and has at least two bars of signal.
Perform a Reboot: Power the device off completely, wait 30 seconds, and turn it back on.
Test Transaction: Attempt a $0.01 test sale to verify the connection.
If the issue persists, contact Sola Technical Support with your terminal's serial number and MID.
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