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Knowledge Base/Payments
Payments Knowledge Base

Payments

Set up and manage your merchant account or payment gateway — applications, approvals, gateway connections, PCI, billing, and the merchant portal.

Welcome to the TacticalPay Payments Knowledge Base. This page covers everything you need to get set up and start processing payments with your TacticalPay merchant account or payment gateway.

Looking for the TacticalPay POS Knowledge Base? Click here.

Application & Getting Started

Required Underwriting Documents

A guide to the documents needed to complete your TacticalPay merchant application and get approved for credit card processing.

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Account Management

PCI Compliance Setup Guide

How to complete your annual PCI compliance requirement and avoid the monthly non-compliance fee on your statement. Use this guide if your account number begins with 2011, 3011, 4011, or 5011.

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PCI Compliance Setup Guide — Legacy Portal

Use this guide only if your account number begins with 6799.

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Chargebacks

Chargeback Response Guide

How to find and respond to chargebacks in your dashboard — where the money goes, the deadline, and the evidence that wins. Use this guide if your account number begins with 2011, 3011, 4011, or 5011.

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Chargeback Response Guide — Legacy Portal

How to find and respond to chargebacks in the Legacy Portal — including reading reason codes, gathering evidence, and submitting before the deadline. Use this guide only if your account number begins with 6799.

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Merchant Portals

Not sure which portal to use? Check the first four digits of your account number.

Merchant Portal Guide

How to log in to your merchant portal and access your transactions, batches, statements, chargebacks, PCI status, and tax documents. Use this portal if your account number begins with 2011, 3011, 4011, or 5011.

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Merchant Portal Guide — Legacy Portal

Use this portal only if your account number begins with 6799.

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How to Look Up a Payout in the TacticalPay Dashboard

How to find a payout in your dashboard, read its details, and match it to its processing batch for reconciliation. Use this guide if your account number begins with 2011, 3011, 4011, or 5011.

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Terminals & Equipment

Tap to Pay Setup Guide — Apple

How to set up TacticalPay Tap to Pay, a mobile app that turns your Apple iPhone into a card terminal — no hardware required.

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Tap to Pay Setup Guide — Android

How to set up TacticalPay Tap to Pay, a mobile app that turns your Android device into a card terminal — no hardware required.

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T1 Terminal Setup Guide [COMING SOON]

How to set up and configure the TacticalPay T1 payment terminal. [COMING SOON]

Additional Resources

Gateway Setup

Authorize.net Gateway Setup Guide

How to access your Authorize.net gateway credentials and configure your gateway for the first time.

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Additional Resources

NMI Gateway Setup Guide

How to access your NMI gateway credentials and configure your gateway for the first time.

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Additional Resources

How to Find a Transaction in the Authorize.net Gateway

How to find any card or eCheck payment in the Authorize.net Merchant Interface — and how to narrow a search that returns too much, or nothing.

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How to Refund or Void an Authorize.net Transaction

Whether to refund or void an Authorize.net payment, depending on whether it has settled, and the steps for each.

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How to Create, Customize & Send an Authorize.net Invoice

How to email a customer a secure Authorize.net payment link — for phone orders, deposits on special orders, layaways, and gunsmithing balances.

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Integrations

GunBroker Setup Guide

How to connect your Authorize.net payment gateway to GunBroker and enable Immediate Checkout.

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Additional Resources

How to Connect Shopify to an Authorize.net Gateway

How to connect your Shopify store to your TacticalPay Authorize.net gateway and run a test before going live.

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How to Connect WooCommerce to an Authorize.net Gateway

How to connect a WooCommerce website to your TacticalPay Authorize.net gateway with the official Authorize.Net extension, and run a test before going live.

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How to Connect BigCommerce to an Authorize.net Gateway

How to connect your BigCommerce store to your TacticalPay Authorize.net gateway, set your checkout options, and run a test before going live.

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Ecwid / Squarespace + Authorize.net Integration Guide

Take payments through your TacticalPay Authorize.net gateway on Squarespace by embedding an Ecwid store: add the store to Squarespace, connect Authorize.Net Accept Hosted in Ecwid, choose a transaction type, place a test order, and troubleshoot common errors. The Ecwid steps also apply on Wix, WordPress and other site builders.

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Hostinger + Authorize.net Integration Guide

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Odoo + Authorize.net Integration Guide

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QuickBooks + Authorize.net Integration Guide

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ship4shop (3D Cart) + Authorize.net Integration Guide

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Wix + Authorize.net Integration Guide

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ClickFunnels + NMI Integration Guide

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GunBroker + NMI Integration Guide

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QuickBooks + NMI Integration Guide

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WooCommerce + NMI Integration Guide

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BigCommerce + NMI Integration Guide

How to turn on the NMI payment method built into BigCommerce with your TacticalPay NMI private security key, choose Authorize and Capture, and run a test sale before going live.

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Hostinger + NMI Integration Guide

Hostinger's Website Builder can't connect to NMI, so build the store on Hostinger's WordPress hosting with WooCommerce, add the NMI gateway with your TacticalPay key, and run a test sale

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Shift4Shop (3dcart) + NMI Integration Guide

How to add NMI as a payment method in Shift4Shop (formerly 3dcart), enter your TacticalPay NMI key, and run a test sale

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TacticalPay FAQ

Common questions about merchant accounts, pricing, and the application process

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TacticalPay Client Support

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Policies

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