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Welcome

  • Getting Started
  • Data Migration
  • Launch & Get Paid

Merchant Portal

  • Merchant Portal

Solutions

  • Which BlueSnap solution do I need?
    • PCI Compliance and SAQ level for BlueSnap solutions
  • Hosted Payment Page
    • Setting up a Hosted Payment Page
    • Dynamic Checkout Customization with Parameters
    • Returning Shoppers in a Hosted Payment Page
    • Parameters for Hosted Payment Page
    • Callback URL Parameters for Hosted Payments Page
    • Setting Email Preferences
    • Setting up Subscriptions
  • Payment API
    • Hosted Payment Fields
    • Developer Hub
    • API Credentials
  • Virtual Terminal
    • Virtual Terminal Setup
    • Using the Virtual Terminal
  • Invoicing/Payment Link
  • API + Hosted Page Hybrid
    • Subscriptions with the Hosted Payment Page
  • SDKs
  • POS/Clover
  • Reseller Payment Model

AR Automation

  • Getting Started
    • Connect Your ERP/Accounting System
    • Connect Email Accounts
    • Connect to BlueSnap
    • Set Up Automation Rules (Cadences)
    • Assign Cadences
  • Solutions
    • Exporting Payments to your ERP/Accounting System
    • Pay by Text
    • Payment Processing with AR Automation
  • Features
    • Add Customers and Invoices
    • AR Automation Subscriptions
    • Customer Records
    • Customer Statements
    • Metered Billing and Measured Units
    • Payment Plans
    • Quotes, Proposals & eSign
    • To-Do List
    • User Roles
    • Sync Customers and Payments
  • Settings
    • Preferences
    • Company Profile
    • Cadences
    • Coupons
    • Subscription Plans
    • Items
    • Tax Rates
    • Invoice Settings
    • Late Fees
    • Templates
    • Custom Fields
    • Measured Units
    • Segments
    • Approvals
  • Dashboards
    • Accounts Receivable (A/R) Dashboard
    • Sales Dashboard
    • Recurring Billing Dashboard
  • AR Automation Integrations
    • Connect with NetSuite
    • Connect with Okta (Single Sign-On)
    • Connect with QuickBooks
    • Connect with Sage-Intacct
    • Connect with Veem
    • Connect with Xero
    • Set Up an IMAP Email Connection
  • Payments
    • Accepting Payments
    • Automatic Payment Processing
    • Refunds with AR Automation
    • Supporting Local Bank Transfer
    • Surcharges
  • Reports
  • FAQs and Errors
    • General FAQs
    • Cadence FAQs
    • Customer FAQs and Errors
    • Customer Portal FAQs and Errors
    • Invoices FAQs and Errors
    • Payments FAQs and Errors
    • ToDo Tasks Errors

Payment Methods

  • Payment Methods Overview
    • Enabling Payment Methods
  • Payment Method: Cards
  • Mobile Wallets
    • Alipay
    • Apple Pay
    • Click to Pay/SRC
    • Google Pay
    • Visa Checkout
    • (W3C) Payment Request API
  • PayPal
    • Enabling Subscriptions with PayPal
    • Retrieving Shopper Details from PayPal
    • Connecting PayPal and BlueSnap
  • ACH/ECP
  • BECS Direct Debit
  • iDEAL
  • Local Bank Transfer
  • Open Banking (Coming Soon)
  • Pre-Authorized Debit
  • SEPA Direct Debit
  • Sofort
  • Additional Payment Methods

Subscriptions

  • Subscription Capabilities
    • Automated Subscription Reminders
    • Account Updater
    • Subscription Plan Types
    • Trial Subscriptions
    • Subscription Standards
  • Subscription Billing Plan Setup
    • Setting Up a Standard Subscription Plan
    • Setting Up a Custom Subscription Plan
    • Prorating Subscription Change Charges
  • Managing Subscription Orders
    • Cancel a Subscription
    • Change the Subscription Details
    • Disable or Enable Subscription Auto-Renew
    • Manual Subscription Order Recovery

Chargeback and Fraud Prevention

  • 3-D Secure
  • Chargeback Management
    • Introduction to Chargebacks
    • About Chargebacks
    • Managing Chargebacks
    • Preventing Chargebacks
    • Representing Individual Chargebacks Reason Codes
    • Dispute Management Service Levels
    • Dispute & Fraud Monitoring Programs
  • Dispute Prevention and Resolution
  • Fraud Prevention and Service Levels
    • AVS and CVV Rules
    • Fraud Service Setup & Reporting

Instant Payment Notifications (Webhooks)

  • IPN (Webhook) Overview
  • IPN (Webhook) Setup
    • All IPNs Name Reference
    • IPN Parameter Reference
  • IPN FAQs

Order Management

  • Finding an Order
  • Issuing a Refund

Reporting & Analytics

  • Standard Reporting
    • 3DS Stats Report
    • Account Balance Report
    • Account Balance Detail Report
    • Account Updater (BlueSnap Vault Cards) Report
    • Account Updater (Merchant Vault Cards) Report
    • ACH/Direct Debit Report
    • Active Subscriptions Report
    • Affiliate Sales Summary Report
    • Canceled Subscriptions Report
    • Chargebacks Report
    • Cleanse Reports
    • Conversion Rates by Card Brand Report
    • Conversion Reports
    • Declined Auth Details Report
    • Declined Transactions Report
    • IPN Locator Report
    • Payout Details Report
    • Payout Summary Statement Report
    • Recent Transactions Report
    • Recurring Charges Report
    • Running Balance Report
    • Sales by Product & Currency Report
    • Status of Attempts to Add Card
    • Stopped Fraud by Reason Report
    • Stopped Fraud Report
    • Summary of Processing Statements Report
    • Transaction Details Report
    • Transaction Summary Report
    • Vendor Details Report
  • Custom Reporting
    • Transaction Reports
    • Payout Reports
  • Mobile App
  • Google Analytics

BlueSnap Account Settings

  • Statement Descriptor
  • Payout
  • Payment Facilitator Settings
  • Setting up email notifications
  • Two-Factor Authentication
  • User Management
    • Single Sign-On with an IdP

Tips & FAQs

  • Which BlueSnap solution do I need?
  • Merchant FAQs
    • General Questions
    • 3-D Secure 2 FAQs
    • Chargeback FAQs
    • Compliance FAQs
    • Currency Conversion FAQs
    • Customer Management for Partners FAQs
    • Fraud FAQs
    • Hosted Payment Fields and Tokenization
    • Marketplace FAQs
    • Mobile Wallets FAQs
    • Payments Optimization FAQs
    • Payout FAQs
    • PayPal FAQs
    • Reserve FAQs
    • Reserve Bank of India Regs FAQs
    • Subscriptions and Recurring Transactions FAQs
    • Understanding Your Declined Authorizations

Partners

  • BlueSnap Partners
    • 3dcart Setup
    • AppDirect Setup
    • AR Automation Setup
    • BigCommerce Setup
    • BitPay
    • Chargebee Setup
    • Maxio (Chargify) Setup
    • ChartMogul Setup
    • Corevist Setup
    • Drupal Setup
    • Ecwid Setup
    • EventsAIR Setup
    • excelerateds2p Setup
    • Finalsite Setup
    • Foxy.io Setup
    • HarmonyPSA Setup
    • JotForm Setup
    • Konnektive CRM Setup
    • Magento 2 (Adobe Commerce) Setup
    • MyDSO Manager Setup
    • /n software Setup
    • NetSuite
    • NMI Setup
    • OpenCart Setup
    • Response CRM Setup
    • Salesforce Setup
    • Salesforce Commerce Cloud Setup
    • SAP
    • Splitit Setup
    • Spreedly Setup
    • Sticky.io Setup
    • UltraCart Setup
    • Volusion Setup
    • WooCommerce Setup
    • WordPress Setup
    • Zapier Setup
    • Zuora Setup

Reference

  • BlueSnap Local Card Acquiring
  • Compliance and Taxes
  • India Local Card Acquiring
  • Israel Local Card Acquiring
  • LatAm Local Card Acquiring
  • Level 2/3 Data
  • Payment Processing 101
  • Payments Dictionary
  • Shopper Portal Parameters
  • Supported Cards
  • Supported Countries
  • Supported Currencies
  • Supported Languages
  • Testing Your Integration
    • Test plan for 3-D Secure
    • Test plan for Account Updater
    • Test plan for ACH/ECP
    • Test plan for Cards
    • Test plan for Fraud
    • Test plan for Hosted Payment Fields
    • Test plan for iDEAL
    • Test plan for Marketplace
    • Test plan for Mobile Wallets
    • Test plan for PayPal
    • Test plan for SEPA
    • Test plan for Subscriptions
    • Test plan for Vaulted Shoppers
    • Test plan for Virtual Terminal (API Integration)
  • Test Card Numbers
  • Tokenization
  • Hosted Checkout
    • Pricing and currency
    • Taxes in checkout pages
    • Coupons
    • Promotions (upselling at checkout)
    • Custom Fields
    • Creating a Hosted Checkout page
    • Dynamic checkout customization with parameters
    • Linking a checkout page to your site
    • Post-purchase actions (email, licenses, downloads)
    • Redirect after a purchase
    • Returning Shoppers in Hosted Checkout
    • Parameters for Hosted Checkout
    • Callback URL Parameters for Hosted Checkout
  • Extended Payment API

Archive

  • Upgrading from the Original BuyNow Checkout Solution
    • Upgrade FAQs
  • Preparing your BlueSnap Account for a Shopping Cart

AR Automation Integrations

AR Automation can be connected to many accounting and ERP systems to streamline your accounts receivable (AR) and payment workflows. Select an integration from the list below for detailed instructions.

  • Connect with NetSuite
  • Connect with Okta (Single Sign-On)
  • Connect with QuickBooks
  • Connect with Sage-Intacct
  • Connect with Veem
  • Connect with Xero
  • Set Up an IMAP Email Connection

Updated 9 months ago


 

 


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