Welcome, Herzog-Meier Team!
Purpose-Powered Payment Training Resources
(3% Dual Pricing Program)
1. Purpose-Powered Payments, Basic Training :
For all employees who take payments from customers, 15 Minutes:
1. Online Employee Training Course (15 Minutes): All customer-facing employees taking payments should watch the 8-minute video and take the short knowledge test:
a. The 15-minute basic training is here: https://tinyurl.com/hm-pie-training
b. Ideally, this is done before launch to ensure employees are trained before go-live
c. This link can also be used for new employee onboarding documentation.
2. PDF Documentation & User Guide: A handy PDF with basic and advanced features. Download the PDF at https://tinyurl.com/hm-pie-training
2. iPOSPays Portal & Virtual Terminal Training:
For sending payment links and viewing transactions/batches/reports online
1. Request Login: Request login access from your manager or admin. PIE can help too.
2. New User Email: Look for emails from no-reply@dejavoosystems.com
a. Set up your password and login within 24 hours
3. iPOSpays Training Video & Knowledge Test: This is a short 5-minute training.
a. https://tinyurl.com/ipos-portal-training-3
b. Download the manual at that link as well during the short training
c. Login Link to bookmark is: https://portal.ipospays.com/auth/login
2. M-Reports Basic Training:
(for Accounting / Finance Teams Only)
M-Reports online access offers a deeper dive into your processing bank than iPOSpays portal, allowing finance and accounting to access reports for advanced procedures & reconciliation
1) Start Here: 1-Page PDF Summary download https://tinyurl.com/m-reports-training
2) Welcome Email: Watch out for a welcome email from do-not-reply@tsysacquiring.com. You MUST log in within 24 hours
3) M-Reports 3-Minute Video tour: https://tinyurl.com/pie-mreports-video
4) Logging into M-Reports: Please bookmark https://tinyurl.com/pie-mreports
5) Avoid Locked Accounts: M-Reports will deactivate your account if you do not access it at least once in 30 days. We suggest setting a login reminder every 28 days
6) Getting M-Reports Support if Locked out or other issues: If you get locked out or need any support with running reports, accessing data, chargebacks, -- just call customer service at 833.287.6722 X1 for Customer Service or support@risewithaurora.com