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Dex
Dex is our Merchant portal used to manage organization, locations, users, transactions, orders, funding, disputes, and gain insights about their business.
Onboarding
Welcome to Dex
Dex - How to Switch Accounts
Dex - Registration
Dex - Dashboard
Dex - Sandbox Account
Dex - Multi-Factor Authentication - FAQ
Dex Organizational Definitions
Reports & Reconciliation
Dex - Virtual Terminal Reports
Dex - Daily Transaction Report
Dex - Exporting Transactions & Creating Custom Export Templates
Dex - Funding Module
Dex - IVR & Text 2 Pay Report
Dex - Payout Reports
Transactions
Dex - Create Transactions in Dex
Dex - Create Transactions Templates
Dex - Custom Order Fields
Dex - Exporting Transactions
Dex - Printing Receipt
Dex - Reversing Transactions
Dex - Search Transactions with Order ID
Dex - Understanding SEC Codes
Dex - Voiding Transactions
Notifications
Dex - Create Payment Notifications
Dex - Editing Notifications
Dex - Subscribing to Notifications
Schedules
Dex - Activating Schedules
Dex - Create Schedules
Dex - Deleting Schedule Items
Dex - Editing Schedules
Dex - Exporting Schedule Data
Dex - Suspending Schedules
Disputes
Card Brands Dispute Management Guidelines
Dex - Accepting Disputes
Dex - Managing Disputes
Dex - Search & Review Disputes
Dex - Subscribing to Dispute Notifications
Dex - Upload Documents & Respond Disputes
Users & Roles
Dex - Adding Roles to Users
Dex - Inviting New Users
Dex - Manage Users
Dex - Resend Invitations
Dex - Restoring Users
Dex - Revoking Invitations
Developers Integration
Dex - Creating API Credentials
Dex - Deleting API Credentials
Dex - Editing API Credentials
Dex - Managing Legacy Credentials
Customers
Dex - Add a New Customer
Dex - Adding Transaction from Customers
Dex - Suspend a Customer
Dex - Search and View Customers
Dex - Edit and Delete Customers
Dex - Add & Delete Payment Method
Dex - Add and Update Address for Customers
Dex - Add & Delete Schedules for Customers
Partner
Dex - Partners - Add a Sales Rep
Dex - Partners - Create New Rate Plans (Pricing Sheets)
Dex - Partners - Inviting Merchants
Dex - Partners - Search & Edit Rate Plans
Dex - Partners - Upload Documents
Dex - Partners - View and Export Applications
Dex - Partners Dashboard
Dex - Partners Welcome
Enterprise
Dex - Enterprise Export Reports
Dex - Enterprise Invite New Users