Customer Service
Authorize.net - How to Setup the Chip Card Reader 2.0
Download the latest version of the app in the Google Play or iOS App Store: Google Play Store - Authorize.net 2.0 Apple App Store - Authorize.net 2.0 Note: Authorize.net 2.0 - This version will be the go forward version that will be enhanced and ...
Revonu Backoffice Orientation
Revonu Backoffice Orientation INTRODUCTION Revonu is a powerful point-of-sale (POS) system that provides exhaustive, extensive, and comprehensive financial reports (daily, weekly, monthly, quarterly, annually). Transactions (txns) Batches Sales LOG ...
Compass Dashboard Orientation
Compass Dashboard Orientation INTRODUCTION The Compass Dashboard is a great tool that every merchant needs to use. This document can be used to obtain the following information: Transactions (txns) Batches Funding (Payments, Pmts) Merchant Statements ...
How do I close/cancel my Merchant Account?
For all Merchant Account Cancellation Requests, please complete the form below: Account Cancellation Form Note: Account closure requests may take up-to 72 hours to be completed. There is a $50 account closure cost, unless the account is only closing ...
PCI Compliance Scan: How To Find Public IP Address
How To Find Public IP Address INTRO To assist you with completing a successful PCI scan (for PCI compliance), we'll need the public IP address of your store. What is an IP address? An IP address is a unique number assigned to every computer on the ...
How do I update my bank account information?
Updating a bank account on file is fairly straight forward process with us. First, the merchant account owner will need to contact our Customer Service at 1-800-577-0195 or helpdesk@cocard.com to begin the process. After account verification, we will ...
How do I transfer ownership of my CoCard Business merchant account?
We make it easy and hassle free to transfer ownership of processing accounts. If your business is under new ownership, it is important to make sure the correct information is on file. To do so, a new application will need to be submitted with the new ...
What is a INVALID TIN/EIN on my statement?
Invalid Tax ID Number (TIN) and/or incorrect Employer Identification Number (EIN) along with the legal name, that was provided on your merchant application does not match what you have on file with the IRS. This can be corrected by providing us with ...
How do I update my address?
How do I update my shipping and billing address on-file? Updating your address information on-file with us is extremely easy. Simply send an email to helpdesk@cocard.com with the new address and your account information. Please specify if this is for ...
How do I update my Tax ID and Legal Information?
How do I update my federal tax ID and IRS information with CoCard Business? If you have changed your business legal information such as EIN/Tax ID number, legal name, entity type, etc. with the IRS, then it is extremely important to update it with ...
Where do I take my PCI questionnaire?
After your account is approved with CoCard Business, you will receive PCI Compliance registration emails to begin the process. Once you become PCI compliant, you'll receive a certificate that will detail how long it is good for until you have to ...
What is PCI Compliance?
PCI Compliance means your business is abiding by data security standards established by the Payment Card Industry Security Standards Council, and verified as such. This council was formed by Visa, MasterCard, Discover, American Express and JCB ...
What's is the difference between a Void and a Refund?
What's a VOID? When you VOID a sale, you’re preventing the sale from being captured. In essence, you’re simply removing the authorized sale from the list of sales to be captured later. So – if you have ten processed sales today and realized that one ...
I received 1099-K form, what do I do with it?
IRS.Gov: What to do with Form 1099-K Please note: CoCard Business and its affiliates do not provide tax, legal or accounting advice. Any reference and material prepared is for informational purposes only, and is not intended to provide, and should ...
Where can I learn more about Form 1099-K?
IRS.Gov: Understanding Your Form 1099-K Please note: CoCard Business and its affiliates do not provide tax, legal or accounting advice. Any reference and material prepared is for informational purposes only, and is not intended to provide, and should ...
When will I receive my deposit?
Deposit timelines depend on few factors including when the batch was submitted, weekend and federal holidays, type of equipment used, etc. For specific information about your account, feel free to reach out to Customer Support at 1-800-577-0195 or ...
What are common card transaction decline codes?
Receiving a decline on your credit card machine may be rare, however, it's important to know what type of decline codes you may receive while processing. If a credit card has been declined, the machine will print and/or display a decline code on the ...
What is a chargeback and how will I know if I received one?
What is a chargeback? A chargeback occurs after customers contact their card issuer and dispute a transaction(s) on their credit card statement. This dispute notifies the customer's card issuer/bank about which transactions they believe are ...
How do I get a full card number for a transaction?
If you need credit card information to run a transaction (i.e: over the phone orders, refunds, manual transaction) you only need the full card number and expiration date. The best and easiest way to get this information is directly from your ...
I batched out without adding tips, what can I do?
If your transactions deal with tips, it is important that you adjust any tips before batching out. Once you batch out, you are unable to adjust any transactions, as they are sent to the bank for processing. If you must adjust any transaction, whether ...
How to avoid Chargebacks
Best ways to deal with a chargeback
Glossary of Terms
A AAA Acronym for "authentication, authorization, and accounting." Protocol for authenticating a user based on their verifiable identity, authorizing a user based on their user rights, and accounting for a user’s consumption of network resources. ...