What’s the Difference Between a Merchant Account and a Payment Gateway?
A payment gateway allows merchants to process credit and debit transactions online and through integrated software/POS systems. Since merchants are prohibited from sending a customer’s payment information directly to a payment processor, the payment gateway acts as the go-between, ensuring customer data is encrypted and secure.
Once customers submit their payment, the payment goes through the payment gateway, then to the payment processor, then through the credit card network and finally to the customer’s credit card issuer for authorization. If the transaction is approved, the funds will be transferred from the customer’s credit card to the merchant’s account.
TranSafe Gateway Setup Instructions:
Polaris will set up your new Merchant Account.
Polaris will set up your new TranSafe Gateway.
TranSafe will send a Welcome Email to the email address on file.
Log in here using your Profile Number along with one of the sets of credentials your profile includes:
A "manager" user with administrative and reporting permissions.
A more basic "POS" (point-of-sale) user for running general transactions.
Run a test transaction.
Click on Transactions > Sale in the top left corner of your dashboard.
Enter the card details and transaction amount, and click “Process.”
Wait for a screen to appear that says “Transaction Result: APPROVED.” If you receive an error message, please contact TranSafe Tech Support at 888-311-5203.
Congratulations! You’ve successfully processed your first transaction. After processing transactions, you will need to settle the batch in order to receive funding.
Click Batches > Open Batches > three lines under “Actions” next to the batch you’d like to settle > Settle > Yes.
Feel free to reference these TranSafe training videos, or contact TranSafe Support at 888-311-5203 for one-on-one training.
TranSafe Tech Support
Email: [email protected]
Please feel free to contact our team for assistance.