How to: step-by-step guides

Written steps for common tasks, with screenshots and a full transcript wherever there is a video. 12 guides, grouped by what you are trying to do.

Getting started

Sign your agreements and get your organization ready to submit its first merchant.

Set your organization up: bring on agents through your request link, add ISO groups, and invite your team to the portal.

What Rack Rate and the 4% Flat Rate actually do, how a cash discount or a surcharge really works on Square, and when to ask for custom pricing.

Get your onboarding links, send them to merchants, and follow an application through to approval.

Read your merchants' Square processing volume, transaction counts and last transaction dates, month by month, for everyone in your scope.

Set up payouts with your bank account and tax form, and read how residuals are reported.

Coming soon: Settings.

Not covered here? Email reseller@orderout.co.