Support Documents
Step-by-step guides for the EPD Gateway: setup and access, transactions, settings, integrations, and account management.
Accepting International Payments
Yes. Easy Pay Direct can help you accept international payments. Depending on your business model and risk profile, this may include domestic, international,…
Read the full articleAccount Information Settings
The Account Information page is where you view and update the key contact details for your Gateway account. This includes your business contact info and the…
Read the full articleAddress Verification Settings (AVS Rules)
Address Verification Settings let you control whether transactions are approved or rejected based on the AVS response returned by the card issuer. AVS…
Read the full articleAdvanced Transaction Routing
If Advanced Transaction Routing is enabled on your account, you will see an additional section on the Load Balancing screen called Merchant Defined Field…
Read the full articleAPI Configuration Settings
The API Configuration Settings page lets you control which variables are returned in your Direct Post API response. This is useful when you want your website…
Read the full articleApple Pay Settings
If you are building a custom iOS app and plan to support Apple Pay, the Apple Pay Settings page provides the configuration details and resources needed to…
Read the full articleAuthorize and Capture Transactions
A Sale and an Authorization look similar in the Gateway, but they do different things.
Read the full articleAVS and CVV Code Reference
AVS (Address Verification Service) and CVV (Card Verification Value) are fraud checks used mainly for card-not-present payments. They do not approve or…
Read the full articleHow to do a batch upload
Batch Upload lets you process many actions at once by uploading a file to the Gateway. This is useful when you need to run a high volume of activity without…
Read the full articleCard ID Verification Settings (CVV Rules)
The Card ID Verification Settings page lets you control how the Gateway handles transactions based on CVV (Card ID) results returned by the card issuer.
Read the full articleCustomer Vault in the Easy Pay Direct Gateway
The Customer Vault is a PCI-compliant way to store your customer’s payment details inside the Easy Pay Direct Gateway, so you can reuse saved billing info…
Read the full articleEasy Pay Direct Gateway Service Status Updates
Service interruptions are rare, but if you are experiencing an issue, please check our real-time status page for the latest updates, incident details, and…
Read the full articleEasy Pay Direct Integration Portal
The Integration Portal is your central hub for connecting the Easy Pay Direct Gateway to your website, software, or checkout flow. Inside this portal, you…
Read the full articleFailed Sale Transactions and Common Causes
Occasionally, a transaction may decline instead of approving. When this happens, the Easy Pay Direct Gateway will display a failed transaction message along…
Read the full articleFraud Prevention in the Easy Pay Direct Gateway (iSpyFraud)
iSpyFraud is a fraud protection tool inside the Gateway that lets you flag or block suspicious transactions before they ever reach your processor. That means…
Read the full articleGetting Setup & Access
After you apply, approvals typically take 48–72 hours. Fill out the application here.
Read the full articleHow do I print a receipt for a transaction in the Easy Pay Direct Gateway?
To print a receipt in the Easy Pay Direct Gateway:
Read the full articleHow to integrate ClickFunnels to Easy Pay Direct
The Easy Pay Direct Gateway works with Clickfunnels classic AND Clickfunnels 2.0.
Read the full articleHow To Integrate Easy Pay Direct To Shopify
1\. In your Easy Pay Direct account, select “Marketplace Apps” from the left column dropdown, then select “Shopify”.
Read the full articleHow to integrate Easy Pay Direct with Funnelish
Make sure you:
Read the full articleHow To Integrate Easy Pay Direct With Go High Level
You’ll be enabling Easy Pay Direct through Go High Level & Easy Pay Direct app.
Read the full articleHow to integrate Easy Pay Direct with Kajabi
First, we recommend researching third-party checkout software to find the best software to suit your needs.
Read the full articleAuthorize.net – Shopify Plugin Migration and Upgrade
Shopify connects to the Easy Pay Direct Gateway through the Authorize.net payments app. Shopify now requires merchants to migrate from the legacy…
Read the full articleHow to Run Reports in the Easy Pay Direct Gateway
The Reports feature in the Easy Pay Direct Gateway lets you search, filter, and analyze past transactions in detail. You can use it for quick lookups,…
Read the full articleHow to Search for a Specific Transaction
The Easy Pay Direct Gateway gives you several ways to quickly find a specific transaction, whether you have an exact ID or only partial details.
Read the full articleHow to set up 24-hour funding
To request next-business-day funding, email 24hourfunding@EasyPayDirect.com
Read the full articleHow to Set-up QuickClick Transactions
QuickClick is a hosted checkout and shopping cart tool built into every full Easy Pay Direct Gateway account. It lets you generate payment buttons or links…
Read the full articleHow to Update a Bank Account in the Easy Pay Direct Gateway
Your bank account information is used for deposits and settlement funding. For security reasons, bank account updates are not self-service and must be…
Read the full articleHow to Use Electronic Invoicing Through the Easy Pay Direct Gateway
Electronic Invoicing in the Easy Pay Direct Gateway lets you email invoices to customers so they can pay from a link in the email. Invoices also include a…
Read the full articleHow to Void or Refund a Transaction
If you need to cancel a transaction or return funds to a customer, you can do it from the Gateway using either the Credit Cards or Electronic Check menus…
Read the full articleID TECH VP3350 Quick Start Guide
The VP3350 solution is a low-cost, easy-to-use, portable payment acceptance device that enables merchants to quickly and easily take payments via dip, tap,…
Read the full articleIP Restriction Settings
IP Restrictions let you control which IP addresses or host names are allowed to access your Merchant Control Panel and your API. This feature is off by…
Read the full articleLicense Manager Settings
The License Manager page lets you view, manage, and remove device and software licenses associated with your Gateway account. What appears on this page…
Read the full articleLook and Feel Settings
The Look and Feel Settings page allows you to customize the visual branding of checkout and invoice-related pages generated by the Easy Pay Direct Gateway.…
Read the full articleLook up your companies business filings by state
Look up your companies business filings by state
Read the full articleMerchant Defined Fields Settings
Merchant Defined Fields are custom fields you can add to your Gateway to collect and store extra information with transactions. Every Gateway account…
Read the full articlePayment Processing Industry terms:
The financial institution supplying the merchant with means to accept credit cards for payments. The financial institution will charge the merchant a fee for…
Read the full articleQuickBooks SyncPay
QuickBooks SyncPay lets you process payments and sync transaction data directly inside QuickBooks without logging into the Gateway. It supports QuickBooks…
Read the full articleReport Configuration Settings
Report Configuration Settings let you control what columns appear when you download reports from the Gateway as Excel or CSV.
Read the full articleRunning a Sale Transaction in the Easy Pay Direct Gateway
This video walks through how to run a basic credit card sale using the Easy Pay Direct Gateway’s Virtual Terminal.
Read the full articleSecurity Keys Settings
Security Keys are required if you use the 3-Step API or QuickClick. These keys authenticate transactions coming from your integration and tie activity back…
Read the full articleSet-up** **Recurring Billing in the Easy Pay Direct Gateway
Recurring billing is built into all standard Gateway accounts and is included at no additional cost. It allows you to automatically charge customers on a set…
Read the full articleSettlement Schedule Settings
The Settlement Schedule page lets you control when the Gateway initiates settlement for payment processors on your account that support scheduled settlement.
Read the full articleSurcharging Settings
The Surcharging Settings page lets you enable and configure a convenience fee for:
Read the full articleSwiping Credit Cards Through the Easy Pay Direct Gateway (Windows)
To run card-present (swipe) transactions through the Easy Pay Direct Gateway, you will use the Gateway Swipe application on a supported Windows computer and…
Read the full articleTest Mode Settings
Test Mode lets you place your Gateway account into a testing state where transactions do not reach your credit card or check processors. No real charges…
Read the full articleTransaction Routing Settings
Transaction Routing, also known as Load Balancing, allows the Gateway to automatically route transactions across multiple processors (MIDs) based on the…
Read the full articleUser Account Settings
Your Gateway can be set up with as many user accounts as you need, so you can control who has access and what each person can do.
Read the full articleWhat is a NACHA SEC code for ACH payments
NACHA stand for North American Clearing House Association. This association has come up with three letter codes to identify how the checking information was…
Read the full articleWhat is a VAR Sheet?
A VAR Sheet (VAR = Value Added Reseller) is a setup document that contains the key configuration details for a merchant account. Think of it as the…
Read the full articleGet Approved the Right Way
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