• Sales Tax and Merchant Fees

    This feature allows Portals to manage and create additional fees, and then Organizations can opt-in to pass these fee...

  • Navigating Your Portal

    On the left-hand side of your screen there are several icons: Dashboard: An overall summary of activity Organization...

  • Portal Settings

    Your Portal Settings is where you will input all your basic Portal information.  There are 4 tabs in your Settings: ...

  • CSS Guide

    Copy and paste these into the CSS Overrides area in your Portal Settings to customize your website! The colored text ...

  • Create an Organization

    On the Organizations page click on the + Add Organization button in the top right corner.  Simply, enter in the their...

  • Using a Form Builder

    One of the few areas that you will be responsible for as a portal is entering in Organization's basic information as ...

  • Best practices for organization contract

    First off, we have a organization contract template you are more than welcome to use. In fact, we'd highly encourage ...

  • Organization Settings

    After an Organization is created, this is the gear icon to the right of their name. Here you can edit any of their in...

  • Setting your Organization's Fee Structure

    Whenever you create a new organization, your Default Fee structure will automatically be applied to that organization...

  • Payout Options

    There are two options when it comes to payouts: 1) Immediate 2) Post Event Each has it's own unique benefits.  Immedi...

  • Active v. Inactive Organizations

    One feature of the admin you are bound to notice is that on the Organizations page, some of the listed orgs have a li...

  • Training your Organziations

    Effectively training your organizations is a key component of your portal's success. Not only will effective, efficie...

  • Tips for Organization Bank Accounts

    The banking industry is complex. Their are tons of different account types, banks, and permissions. Here are a couple...

  • Verifying org bank activity: payouts & refund debits

    On occasion, you will have to verify the activity happening in one of your organization's bank account. GeoTix & ...

  • Returned payouts

    As your portal grows, on occasion you will have payouts that have been "returned." This means that although...

  • Finding an order not in the card holders name

    There will be times during the life of your portal when a customer calls with a charge and there is not a order easil...

  • Getting into your Forte Terminal

    First off, what exactly is the Forte terminal? The Forte terminal is the access point for the merchant processing sys...

  • Transaction Limits

    There are 3 types of Transaction Limits with Forte: Per Trans - max amount that can be paid out per Org Payout. This...

  • Response Codes

    All processed transactions return a response code. Only approved transactions return the A01 response code. Declined ...