Help Documentation

This documentation provides the tools to help you use PayTrace in your organization effectively. For additional assistance, please visit our support page to contact a representative for further assistance.


NEW!! In addition to individual account trainings, PayTrace is now offering Group Training Webinars which are held every Tuesday and Thursday beginning at 7:15 am PST. These are group training sessions that can accommodate up to 100 participants. Attendees may type questions via a private chat to the trainer, to which the trainer will address during the webinar. 24 hour pre-registration is required and each attendee must register for the webinar individually. Please register using the link below.

To register for a TUESDAY session, click here

To register for a THURSDAY session, click here

To register for a FRIDAY session, click here

An introduction to PayTrace's most popular product, the Virtual Terminal. In this training we will cover:

  • Processing transactions

  • Processing voids and refunds

  • Viewing transactions and batch reports

  • Creating/storing customer profiles

  • Creating users

  • Virtual Terminal security settings

  • Discretionary data fields

  • Custom reports

Time Frame: 35-45 minutes
Who should attend: Merchants who would like training on basic use of the Virtual Terminal

After registering you will receive a confirmation email containing information about joining the training.


Account Training Calendar:

Product Demonstration Calendar:


The documentation is organized in the Table of Contents to the left. If you are a new user, try our or watch our Training Videos. These materials will help you get started quickly.

Click Below for our Hardware Page!


If you are having an issue or question about a specific page, you will find that our web site documentation is organized like the PayTrace UI. Follow the link to the appropriate page to get detailed information on that page.

 What's new with PayTrace? | Review recent changes/updates to our Gateway


If you are not sure where to go, try the search bar on the top right of any page. And if you cannot find the documentation you were looking for, please let our support team know so we can continue to improve this documentation.

And, again, our support team will be happy to assist you!

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Frequently used articles

  • Add links to popular how-to and troubleshooting articles.

  • Highlight important documentation.

Need more help?

  • Link to resources such as your service desk, questions and answers or a forum.

  • List contacts for getting additional help.