Help Documentation

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

Training Webinars

PayTrace now provides Group Training Webinars every Tuesday and Thursday at 7:15 a.m. PST.

You can join group training sessions with up to 100 participants. During these sessions, you can ask the trainer questions via private chat, and they will address them during the webinar. To attend, you must pre-register 24 hours in advance, and each attendee must register individually. Once you register, you will receive a confirmation email with instructions on how to join the training. Please register using the links below.

Register for a TUESDAY session, click here. 

Register for a THURSDAY session, click here.

Register for a FRIDAY session, click here.

Training Session Overview

Join us for a 35-45 minute training session on PayTrace's highly sought-after product, the Virtual Terminal. Our session will cover the following concepts in detail.

• 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

Who should attend?

• Merchants who would like training on the basic use of the Virtual Terminal

Live Account Training & Production Demonstrations

• The following links can be used to schedule both PayTrace Virtual Terminal and Trace AR trainings or demonstrations, please note the option within the page ‘Is this for Trace AR? Yes/No’

Account Training Calendar

Product Demonstration Calendar

Getting Started

Please refer to the Table of Contents on the left-hand side to access the documentation. For new users, we suggest utilizing our Quick Reference Guide (QRG) or viewing our Training Videos to assist with a speedy start-up process.