Essentials

This video explains how to submit the required information to complete the periodic review of your account. 

This video explains how to navigate through the Essentials dashboard. Manage your accounts and perform your day-to-day business activities. Learn about everything available in the dashboard.

This video explains how to change or add a payout account in the essentials dashboard. Select the correct merchant account in the customer area to which you like to add a new payout account. Follow the steps and submit your request.

This video explains how to create new users in the Essentials Dashboard. As an admin user, you can create user profiles for other people in your team. Watch the video to learn how to.

This video explains how to refund a payment in essentials. Follow the steps in the video below to refund a payment in Essentials. 

This video explains how to use the Sales Day PayOut dashboard in Essentials. Get more insights in your sales and payouts. Get more out of your Sales Day PayOut dashboard in Essentials.

This video explains how to view your disputes and handle chargebacks in Essentials. Find out the status of your dispute and other valuable information.

This video explains how to access and download your 1099K report. Find the specific merchant account you need the 1099K report for and download the full report.