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    All posts Backoffice Processing transactions
    • Export and filtering

      Shift4's dashboard offers a possibility to filter and export data as a csv file.The following tabs can be exported: charges...

      Jan 31, 2020 Tom Wesolowski 1088 views 1 likes

    • User management in your account

      Shift4 accounts have three standard levels of permissions available for users: Administrator, Editor, Viewer and a possibility to create multiple...

      Jan 31, 2020 Anna Sala 1211 views 1 likes

    • Blocking transactions through blacklists

      With Shift4, you can prevent unwanted transactions from occurring. To accomplish that, you need to create a blacklist rule. Following...

      Feb 3, 2020 Anna Sala 4669 views 1 likes

    • API keys

      Shift4 has two kinds of API keys:  Public key - used to identify the account on the front-end  Secret key...

      Feb 5, 2020 Anna Sala 1509 views 1 likes

    • Responding to a chargeback

      As the burden of proof rests with the merchant to demonstrate that the transaction was legitimate, it’s crucial to respond...

      Feb 11, 2020 Tom Wesolowski 1261 views 2 likes

    • Webhooks

      Webhooks are a technology that allows you to get alerts about the events you’ve defined. They keep track of actions...

      Feb 12, 2020 Anna Sala 779 views 1 likes

    • Dashboard section overview

      After you log in with your account details and go to the dashboard, you will find basic information regarding your...

      Feb 13, 2020 Anna Sala 784 views 0 likes

    • Charges section overview

      For a detailed view of the recent charges, click Charges on the left-hand side menu. You will see the list...

      Feb 14, 2020 Anna Sala 741 views 1 likes

    • Disputes section overview

      For a detailed view of the disputes, click Disputes on the left-hand side menu. You will see a list of...

      Feb 18, 2020 Anna Sala 639 views 0 likes

    • Setting up automatic refunds

      You can set up automatic refunds based on the fraud status or fraud score of the charge that has been...

      Feb 19, 2020 Anna Sala 815 views 0 likes

    • How does the fraud check work?

      While the charge is done, our advanced algorithms rate the risk level of the transaction and provide a score that...

      Feb 21, 2020 Anna Sala 790 views 0 likes

    • Setting up email notifications

      You can set up email notifications for you as a merchant and for your customers as well.  As a merchant...

      Mar 5, 2020 Anna Sala 596 views 0 likes

    • Enabling Two-Factor Authentication

      Two-Factor Authentication is a security feature that protects your account from unauthorized access by verifying that it is you who...

      Mar 9, 2020 Anna Sala 531 views 0 likes

    • Subscription dunning process

      You can choose what should happen if a charge for an ongoing subscription fails, including how many times it should...

      Mar 12, 2020 Anna Sala 519 views 0 likes

    • Sessions

      A security feature called Sessions lets you view the specifics of every session that was started by a successful login....

      Mar 13, 2020 Anna Sala 466 views 0 likes

    • Customers section overview

      For a detailed view of created customers, click Customers on the left-hand side menu. You will see the list of...

      Mar 18, 2020 Anna Sala 501 views 0 likes

    • How to export customer data

      After a number of customers have been created on your Shift4 account you might be interested in exporting them into...

      Mar 18, 2020 Tom Wesolowski 619 views 0 likes

    • Plans section overview

      Click Plans in the left-hand menu to create plans that are utilized in subscriptions. When you do that, you will...

      Mar 19, 2020 Tom Wesolowski 609 views 0 likes

    • Logs section overview

      To check logs for actions taken on your account, click Logs on the left hand side menu. When you do...

      Mar 23, 2020 Tom Wesolowski 473 views 0 likes

    • Events section overview

      To check all actions performed in your system, click Events on the left-hand side menu.  You will see a list...

      Mar 24, 2020 Tom Wesolowski 494 views 0 likes

    • Finding new expiration date for expired cards

      When a customer's card expires you won't be able to charge that card, which affects your business. Therefore, you may...

      Apr 2, 2020 Tom Wesolowski 529 views 0 likes

    • User management - custom roles

      Apart from standard roles Shift4 Dashboard offers a possibility to create an unlimited number of custom roles. Unlike standard ones,...

      Jul 17, 2024 Anna Sala 74 views 0 likes

    • Fraud Warnings

      Fraud Warnings are created based on reports received from issuing banks. Although the reports are delivered with a delay, our...

      Dec 11, 2024 Anna Sala 1181 views 0 likes