Knowledge Center

Platform payments for beginners

Payments Processing

Explore Integrated Payments

Most platform businesses are moving rapidly toward integrated payments, where the process of accepting payment is integrated into the transaction flow and doesn’t require stepping outside of the platform itself. Find out how to get started in this basic outline.

Payments Processing

Payments Basics

This whitepaper outlines the basics of how payments systems operate for those new to the field. It is a great place to start as you investigate payment providers and the services they offer.

Payments Processing

A Cheat Sheet for Integrated Payments Planning

If you need to get started with integrated payments as quickly as possible, this short guide will get you up to speed quickly.

Integrated payments

Payments Processing

Explore Merchant Support

Good customer support represents the investment in the relationship between your business and customers. There are a number of issues around support for payments systems that will matter to you as you make a payments provider decision, especially given the need to support your merchant customers and their customers as well. This quick reference should help you get started on understanding the topic.

Payments Processing

Customized User Experience (UX and White-Label)

The issues around custom integrated payments range from the end-user experience to the merchant experience to the level of branding you want from sign up to settlement in the payment experience. Each choice can have trade-offs you need to consider carefully.

Payments Processing

mPOS Solutions

There are a lot of things to consider when you want to offer an mPOS solution to your merchants. From building your own solution to buying off-the-shelf and everything in between, the ramifications can be important for your business.

Payments Processing

Onboarding

When you start out with integrated payments, one of your concerns will be onboarding and how to build the optimal onboarding experience for your customers. This introduction to the topic will get you started understanding the issues around one of the critical implementation points for your payment solution.

Payments Processing

Payments for Crowdfunding

Providing a payment solution for crowdfunding has some special challenges that aren't immediately obvious. As you choose the right payment provider for your crowdfunding solution, it is important to understand these issues.

Payments Processing

Chargebacks

Chargebacks are one of the thorniest issues when providing payments. To understand the issues and help you grasp your potential liability for them, or the ramifications of passing them on to your merchants, we prepared this simple reference guide to the issues.

Payments Processing

API

APIs are taking over the world - at least for software businesses and whichever payment provider you pick, you will be using their API to implement your solution. But not all APIs are created equal, especially when it comes to the business details of accepting payments. This simple one page reference will introduce you to these issues.

Payments Processing

Mobile Payments for Businesses

Online commerce is rapidly moving from desktop to mobile and any payments solution you adopt should at very least be ready to move to mobile. This one page fact sheet outlines the issues around mobile payments and the factors you need to consider in making a buying decision.

Payments Processing

Driving Revenue by Taking Payments

There are many ways for any platform business, from SMB SaaS platform to crowdfunding, to gain additional revenue by taking payments on behalf of its users. And there are several ways to generate additional revenue for your platform when you add payments. Find out how in this simple guide.

Payments Processing

Integrated Payments for SMB Platforms

There are some slightly different requirements for a good payments solution when adding payments to an SMB Platform. Find out some of these and what the potential issues are in this short guide.

Payments Processing

Payment Processor Buying Guide

This comprehensive Buying Guide covers every aspect of the decisions you will have to make and the questions you should ask when evaluating a payment processing partner. It is intended to help you prepare your RFP as you get serious about signing a payment provider.

Payments Processing

Five Key Considerations when choosing a Payments Provider

Platforms will only succeed with their payments strategy when they take a thoughtful approach to integration. It is critical to consider your business requirements, who your customers are, your type of platform, and more. Here are 5 proven areas our customers found to be important when considering payments on their platforms.

Fraud And Risk

Payments Processing

Fraud and Platform Fraud Overview

Fraud is an obvious concern when you start out with payments. This simple reference outlines the core fraud issues you should think about when you are preparing to roll out your payment solution and includes consideration of both payer and merchant fraud issues.

Payments Processing

PCI Compliance

The Payment Card Industry Data Security Standard (PCI DSS) is a set of requirements designed to ensure that all platforms that process, store, or transmit credit card information protect cardholder data. All of these platforms are required to be compliant with PCI DSS. Find out what this issue means to you as you start to accept payments.

Reference

Payments Processing

The Cost of Payment Facilitation

Payment facilitation is a complex topic and raises a number of more complicated issues than simply starting to take payments with someone else's help. But it does have advantages. This whitepaper takes a level-headed look at the pros and cons of Payment Facilitation to help you decide if it is right for you.

Payments Processing

Payments Ecosystem

Who are all the different players in payments and what are their roles? This quick reference guide outlines all the different operators at every stage of a transaction and what their roles are.

Payments Processing

Payment Processor Sample RFP

This sample RFP can be used as a template for your decision making around choosing a payment provider. It is comprehensive and outlines all the questions and issues you will have in making your decision. It is a partner document to the Payment Processor Buyers Guide.