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Features

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
  • BlueSnap Checkout
    • Implementing Hosted Pages
    • Hosted Pages Secure Payment Parameters
    • Return URL Parameters
    • Hosted Pages Errors
    • Virtual Terminal
    • Payment Link
    • Page Design and Custom Fields
  • Payment API
    • Hosted Payment Fields
    • Developer Hub
    • API Credentials
  • SDKs

AR Automation

  • Getting Started
    • Connect Your ERP/Accounting System
    • Connect Email Accounts
    • Connect to BlueSnap
    • Set Up Automation Rules (Cadences)
    • AR Automation for Payment Processing Solution
  • Solutions
    • Pay by Text
  • Features
    • Add Customers and Invoices
    • AR Automation Subscriptions
    • Customer Records
    • Customer Statements
    • Exporting Payments to your ERP/Accounting System
    • Metered Billing and Measured Units
    • Payment Plans
    • Payment Processing with AR Automation
    • Quotes, Proposals, & eSign
    • To-Do List
    • User Roles
    • Sync Customers and Payments
  • Settings
    • Preferences
    • Company Profile
    • Multiple Company Entities
    • 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
    • Microsoft Business Central
    • NetSuite
    • Okta (Single Sign-On)
    • QuickBooks
    • Sage-Intacct
    • Veem
    • Xero
    • IMAP Email Connection
  • Payments
    • Accepting Payments
    • Automatic Payment Processing
    • Refunds with AR Automation
    • Sending Payment Receipts
    • Multiple Payment Methods
    • Auto Retry for Payments
  • Surcharges
  • Cadences
    • Create and Assign Cadences
    • Cadence Conditions
    • Use Cases for Cadences
    • Create a Cadence Assignment Rule
    • Cadence Assignment Priority
  • Reports
  • AR 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
    • Apple Pay
    • Click to Pay/SRC
    • Google Pay
    • Visa Checkout
  • PayPal
    • Enabling Subscriptions with PayPal
    • Retrieving Shopper Details from PayPal
    • Connecting PayPal and BlueSnap
  • ACH/ECP
  • BECS Direct Debit
  • iDEAL
  • Pre-Authorized Debit
  • SEPA Direct Debit
  • Additional Payment Methods

Subscriptions

  • Subscription Capabilities
    • Automated Subscription Reminders
    • Account Updater
    • Subscription Plan Types
    • Trial Subscriptions
    • Subscription Standards
    • Subscriptions with Indian-issued Cards
  • Subscription Billing Plan Setup
    • Standard Subscription Plan
    • 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

  • 3D Secure
  • Chargeback Management
    • Introduction to Chargebacks
    • About Chargebacks
    • Managing Chargebacks
    • Avoiding Chargebacks
    • Representing Chargebacks
    • Dispute Management Service
    • Dispute Prevention and Resolution Services
    • Dispute and Fraud Monitoring Programs
  • Fraud Prevention and Service Levels
    • AVS and CVV Rules
    • Fraud Service Setup & Reporting

Webhooks

  • Webhooks Overview
  • Webhooks Setup
  • Webhook Name Reference
  • Webhook Parameter Reference
  • Recommended Webhooks
  • Webhooks 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
    • Card Authorizations Report
    • Chargebacks Report
    • Cleanse Reports
    • Conversion Rates by Card Brand Report
    • Conversion Reports
    • Declined Auth Details Report
    • Declined Transactions Report
    • IPN Locator Report
    • Monthly Summary Statement
    • Payout Details Report
    • Payout Summary Statement Report
    • Pending Refunds 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

BlueSnap Account Settings

  • Payout
  • Payment Facilitator Settings
  • Setting Up Email Notifications
  • Statement Descriptor
  • Two-Factor Authentication
  • User Management
    • Single Sign-On with an IdP

FAQs

  • Merchant FAQs
    • General FAQs
    • 3D Secure 2 FAQs
    • Chargeback FAQs
    • Compliance FAQs
    • Currency Conversion FAQs
    • Customer Management for Partners FAQs
    • Fraud FAQs
    • Marketplace 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
    • Underwriting FAQs
    • Version Upgrade FAQs

Partners

  • BlueSnap Partners
    • 3dcart Setup
    • AppDirect Setup
    • AR Automation Setup
    • BigCommerce Setup
    • BitPay
    • BlueSnap Global Payments for NetSuite
      • Setup
      • Create a Transaction
      • Refunds
      • Reporting
      • Enable Additional Payment Methods
      • Payment Links
      • SuiteBilling
      • NetSuite Data Migration
    • Chargebee Setup
    • ChartMogul Setup
    • CloudBlue PSA Setup
    • Corevist Setup
    • Drupal Setup
    • Ecwid Setup
    • EventsAIR Setup
    • Finalsite Setup
    • Foxy.io Setup
    • JotForm Setup
    • Konnektive CRM Setup
    • Magento 2 (Adobe Commerce) Setup
    • Magento 2 Subscriptions
    • Maxio (Chargify) Setup
    • MyDSO Manager Setup
    • /n software Setup
    • NMI Setup
    • OpenCart Setup
    • Response CRM Setup
    • Salesforce Setup
    • Salesforce Commerce Cloud Setup
    • SAP
    • Shopify
    • Shopware Setup
    • Splitit Setup
    • Spreedly Setup
    • sticky.io Setup
    • UltraCart Setup
    • Volusion Setup
    • WooCommerce Setup
    • Zapier Setup
    • Zuora Setup

Reference

  • API + Hosted Page Hybrid
    • Subscriptions with the Hosted Payment Page
  • BlueSnap Local Card Acquiring
  • Compliance and Taxes
  • Extended Payment API
  • 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
  • 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
    • Configure a separate webhook URL for a specific contract
    • Setting Email Preferences
    • Setting up Subscriptions
  • India Local Card Acquiring
  • Invoicing/Payment Link with Hosted Payment Pages
  • Israel Local Card Acquiring
  • LatAm Local Card Acquiring
  • Legacy NetSuite Setup
  • Level 2/3 Data
  • Payment Processing 101
  • Payments Dictionary
  • Shopper Portal Parameters
  • Supported Cards
  • Supported Countries, Regions, and Territories
  • Supported Currencies
  • Supported Languages
  • Testing Your Integration
    • Test plan for 3D 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 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)
  • Tokenization
  • Video Overviews
  • Virtual Terminal with Hosted Payment Pages
    • Virtual Terminal Setup
    • Using the Virtual Terminal

Archive

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

Features

  • Add Customers and Invoices
  • AR Automation Subscriptions
  • Customer records
  • Customer satisfaction surveys (CSAT)
  • Exporting Payments to your ERP/Accounting System
  • Generate and send statements
  • Payment plans
  • Payment Processing with AR Automation
  • Quotes
  • To-Do lists and reminders
  • User roles

Updated 6 months ago


 

 


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