Planet customer resources library

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 A35 Set up Guide

Get started with your Terminal PAX A35. 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 - Unbind 3C portal external

Terminal - unbinding function.

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