Training
Resources

Introduction

The Serve First Secure gateway is a feature packed virtual terminal offering merchants the ability to easily process cards and maintain the best possible interchange for any type of card.

Process Transactions

In this video, we review the steps to process a credit card payment, add a surcharge, and process an ACH.

Batches

Watch this video for instruction on how to utilize the batch tool. From voiding, to refunding, reconciling and uploading, the gateway can do it all.

Recurring

Here we demonstrate the recurring payments. Setting up the payment plans, and managing them from our tool has never been easier.

Invoices

The days of chasing down customers are over with our invoice tool. Simply send your invoice via text or email to your client and prompt them to make the payment. Then manage everything from the gateway.

Reports

The Serve First Secure Gateway has one of the most customizable reporting tools on the market for gateways. Watch here to see how to set up reporting, customize your data fields and export the information for reconciliation.

ACH

Credit cards aren’t the only payment method our gateway can accommodate. ACH payments are accepted and encouraged with the Serve First Secure gateway.

EMV

Serve First Secure is capable of handling all card transactions including EMV and Contactless. With the help of the Equinox Luxe 6200 card reader, you can accept retail transactions from your customers.