Converge
Payment Gateway Guide and Troubleshooting
Converge (UI) How To Guide14 guides
- How to change or reset your password in ConvergeTo change your Converge password, go to Account in the left side menu, enter your old password and a new one, then click Save.
- How to change the language in ConvergeTo change the language in Converge, go to Account in the left side menu, choose your Language from the drop-down under Settings, and click…
- How to change user rights in ConvergeTo change what an employee can do in Converge, open the Employees tab, select the employee, click User Rights, change their rights and click…
- How to complete a new credit card sale in ConvergeTo complete a new credit card sale in Converge, click NEW PAYMENT, enter the amount, choose CREDIT CARD and SALE, press START TRANSACTION, then…
- How to complete a sale in Converge with a connected card reader / PIN padTo run a card-present sale in Converge with a connected card reader or PIN pad, click NEW PAYMENT, enter the amount, choose CREDIT CARD,…
- How to connect a card reader or PIN pad to Converge by USB (Converge Connect)To connect a card reader or PIN pad to Converge by USB, download and install Converge Connect on your computer first, then plug in…
- How to import a batch in Converge (CSV or XML)To import a batch in Converge, choose New Payment, then Import Transactions, then Import New, and upload a .csv or .xml file in the…
- How to process an ACH (e-check) sale in ConvergeTo process an ACH (e-check) sale in Converge, click NEW PAYMENT, enter the amount, choose Check as the payment type, enter the bank details…
- How to refund a transaction in ConvergeTo refund a transaction in Converge, go to Payments > Settled Batches, open the batch, select the transaction, click Refund, enter the amount and…
- How to reset security questions in ConvergeTo reset your own Converge security questions, go to Account in the left side menu and complete the Update Security Questions section.
- How to search transactions in ConvergeTo search transactions in Converge, use the search field on the current or settled batch screen, or use Search Payments for a quick or…
- How to settle a batch manually in ConvergeTo settle a batch manually in Converge, select Payments, click Settle All (or select the transactions you want) and confirm.
- How To Video LibraryFor how to videos please visit our playlist
- How to void a transaction in ConvergeTo void a transaction in Converge, select it under Payments, click VOID and confirm.
Converge for eCommerce How To Guide4 guides
- How to customize the Converge hosted payment page (HPP)To customize the Converge hosted payment page (HPP), go to Settings > Hosted Payments and select Setup for Payment Page.
- How to set fraud filters and custom fraud rules in ConvergeTo set fraud filters in Converge, go to Settings, select Fraud Prevention Tools and set the rules you need.
- How to set up a Converge buy button or payment linkTo create a Converge buy button or payment link, set your fraud filters and set up your hosted payment page first, then go to…
- How to set up billing and invoicing in ConvergeBilling and invoicing lets you create and send invoices from within Converge, which your customers pay through the Converge hosted payment page.
Converge Mobile How To Guide3 guides
- How to complete a sale using Converge MobileTo complete a sale in Converge Mobile, select new sale then manual entry, type in the total sale price, add to cart and check…
- How to pair a Link 2500 card reader with Converge Mobile (Bluetooth)To pair an Ingenico Link 2500 card reader with your phone or tablet, set the reader's communication type to Bluetooth, pair it from its…
- How to set up the Converge Mobile appTo set up Converge Mobile, download the app, sign in with your account ID, User ID and Mobile PIN, then set a 5 digit…
Converge Troubleshooting2 guides
- Converge response codes: approval, decline, CVV2, AVS and settlementEvery Converge authorization comes back with a short code and message: AA means approved, N7 means declined for a CVV2 mismatch, NC means pick…
- Link 2500 and Converge Connect troubleshooting (Unauthorized, reset, Lane Closed)If your Ingenico Link 2500 flashes "Unauthorized" in red letters on a black background, the unit needs to be replaced, so contact our support…
FAQ1 guide
Overview and Setup3 guides
- Converge login: signing in for the first timeThe Converge login page is https://www.convergepay.com/converge-webapp/#!/login.
- How to set up users in ConvergeTo add a user in Converge, go to the Employees tab, click Create New Employee, fill in the required fields, choose a terminal and…
- What is Converge? (Converge payment gateway overview)Converge is a payment gateway that lets you accept card payments in person, by mail and phone, online, or on the go with the…
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