Welcome to Planet customer resources library
Get started with Planet products
Explore all the information to start using our products
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LINK
Datatrans - Documentation
Getting started, Payment Flows, Integrations, Payment methods, 3D secure, PSD2 compliance.
TRAINING
Datatrans - Web Admin Tool
Video demo, approx 7 min. This training is designed for transaction management, back-office functionalities, and Fraud Risk Management (FRM). Discover the key features and functionalities.
LINK
Datatrans Portal - Link
An online portal that provides instant access to a full suite of reporting tools for your e-commerce transactions.
GUIDE
Datatrans Portal - User Guide
How to use the Portal: Login, Transactions, Reports, Transaction Processing, UPP administration, User administration
TRAINING
DCC - Pay in your currency
An interactive, scenario-based, 20 minute eLearning module about what is Pay in Your Currency and best practices for Retail and Hospitality.
Available in EN, IT, DE, FR
TRAINING
DCC - Pay in your currency (video)
Video demo, approx. 5 minutes. Introduction to Dynamic Currency Conversion/Pay in your currency: What is DCC, benefits for you and your shoppers, how does it work.
TRAINING
HotSoft - Tokenizer
eLearning, approx. 10 min. How to use HotSoft Tokenizer (Virtual Terminal), guarantee a reservation by tokenizing the guest’s card. Introduction, Key Features, Reports and Support.
GUIDE
Ingenico Desk 5000 Set up Guide
Get started with your Terminal. Set up and configuration guide.
GUIDE
Ingenico Lane 3000 Set up Guide
Get started with your Terminal. Set up and configuration guide.
GUIDE
Ingenico Move 5000 Set up Guide
Get started with your Terminal. Set up and configuration guide.
DOCUMENTATION
Merchant Operations Instructions for Payment Services
Guide that covers the questions most frequently asked by Merchants: Card acceptance, Fraud Prevention, Disputes and Chargebacks, Settlements, Fees, Collaterals, PCI DSS
LINK
Merchant Portal - Link
An online portal that provides instant access to a full suite of reporting tools.
TRAINING
Merchant Portal - Training
Video demo, approx.7 min. Introduction to Merchant Portal and most used functionalities. After this training you will be able to check transactions, manage chargebacks, check reports and users
GUIDE
Merchant Portal - User Guide
How to use the Portal: Login, Homepage, User set up, Create users, Transactions, Reports
GUIDE
Partner Instruction Out of Band Authentication guide
Quick set up guide for setting up and using the 2 factor authentication
GUIDE
PAX A30 Set up Guide
Get started with your Terminal PAX A30. Set up and configuration guide.
GUIDE
PAX A77 Set up Guide
Get started with your Terminal PAX A77. Set up and configuration guide.
GUIDE
PAX A80 Set up Guide
Get started with your Terminal PAX A80. Set up and configuration guide.
GUIDE
PAX A920 and A Series User Guide
How to use your PAX A series terminal: Sale & Refund, Pre Authorisation, Tip/Gratuity, Dynamic Currency Conversion, AliPay and Wechat, Reverse or Sales or Refund, Shift, Print.
GUIDE
PAX A920 PRO Set up Guide
Get started with your Terminal PAX A920 PRO. Set up and configuration guide.
GUIDE
PAX A920 Set up Guide
Get started with your Terminal PAX A920. Set up and configuration guide.
TRAINING
PAX A920 Standalone Set up and User guide
eLearning, approx. 30 min. Introduction to PAXA920/Standalone. After this training you will be able to set the terminal, perform sales, refund, PreAuth., DCC, shifts and basic troubleshooting.
GUIDE
PAX IM30 Set up Guide
Get started with your Terminal PAX IM30. Set up and configuration guide.
TRAINING
Pay By Link - Hotsoft and Protel Cloud PMS
eLearning, approx. 30 minutes. All you need for using Pay By Link integrated with your Hotsoft or Protel solution. Generate a link for a Guarantee, Deposit, Check Out, Reports, Troubleshooting.
DOCUMENTATION
Pay By Link for Chinese Wallets (Citcon) - User Guide
User Guide. Access, Create and browse transactions, share link/QR, Refunds, FAQs
LINK
Payments Portal - Link
Manage all payments and reconcile data via one central platform.
TRAINING
Payments Portal - Training
eLearning, approx. 30 minutes. Introduction to the Payments Portal and its most used functionalities: Access, User Management, Payment Gateway, Online Payments, Virtual Terminal, Reports.
GUIDE
Payments Portal - Users Guide
How to use the Portal: Payment Gateway, Online Payments, Virtual Terminal, Token, My Services (Reports, Invoices, and User management)
GUIDE
Planet Login – Frequently Asked Questions
Planet Login is our new enhanced and streamlined authentication system for accessing our products. It prioritises security by including multifactor authentication (MFA) and simplifies the pro
DOCUMENTATION
Planet Pay - Dashboard (Citcon) - User Guide
Planet Pay - Alichat & WeChat Dashboard. Login, Transaction lookup, Refunds, FAQs
DOCUMENTATION
Planet Pay - Mobile App (Citcon) - Set Up and User Guide
Planet Pay - Alichat & WeChat Mobile APP. Installation, configuration, do Payments, search a transaction, refunds.
TRAINING
Tax Free - How to sell Tax Free
eLearning, approx. 15 minutes. How can I sell Tax Free to my shoppers? All you need to know before starting to sell Tax Free.
Available in EN, IT, FR
TRAINING
Tax Free - Pre-Validation Refunds
eLearning, approx. 20 minutes. All you need to know about what is a pre-validation refund, what types of pre-validations exist, next steps after processing. Available in EN, ES, IT, PT, DE, FR
TRAINING
Tax Free - Shopper Journey
Video demo, approx. 4 minutes. Introduction to the Tax Free shopper journey
USER GUIDE
Tax Free - Standalone Terminal - English
Tax Free in PAX920 Stand alone: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Terminal - French
Tax Free in PAX920 Stand alone: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Terminal - German
Tax Free in PAX920 Stand alone: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Terminal - Greek
Tax Free in PAX920 Stand alone: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Terminal - Italian
Tax Free in PAX920 Stand alone: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Terminal - Portuguese
Tax Free in PAX920 Stand alone: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Terminal - Spanish
Tax Free in PAX920 Stand alone: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Web - English
Tax Free in Planet Tax Free portal: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Web - French
Tax Free in Planet Tax Free portal: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Web - German
Tax Free in Planet Tax Free portal: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Web - Italian
Tax Free in Planet Tax Free portal: Issue, search, reprint or void a tax form.
USER GUIDE
Tax Free - Standalone Web - Spanish
Tax Free in Planet Tax Free portal: Issue, search, reprint or void a tax form.
TRAINING
Tax Free - The Shopper Portal
Video demo, approx. 10 minutes. Introduction to the Shopper Portal, a service designed to improve shoppers experience with Planet Tax Free Shopping.
TRAINING
Tax Free – Standalone Terminal
eLearning, approx. 30 minutes. How to use Tax Free issuing system on our PAX A920. After this course you will be able to start the app, issue forms, search and reprint a Tax Free form.
TRAINING
Tax Free – Standalone Web
eLearning, approx. 20 minutes. How to use Tax Free issuing system on our Planet Tax Free Portal. After this course you will be able to issue forms, search and reprint a Tax Free form.
GUIDE
Worldline Valina Set up Guide
Get started with your Terminal. Set up and configuration guide.
Stay in English