Disclosures

Step 1 Acces the Disclosures Dashboard

In the Side Menu from the Web Dashboard, click the “Disclosures” option. You will be brought to the Disclosures screen where you have various options to manage your disclosures.

Option 1 Add Disclosures

To add disclosures to your transactions, ensure the box above the red “X” is checked (it will be blue with a white checkmark if it is active).

You can edit the disclosure(s) within the text box.

Option 2 Apply Disclosures

To apply a disclosure to a specific payment method, click the white box next to “Select Type.” From here, you can you can select all payment methods that you would like for a specific disclosure to be applied to.

To remove a payment method simply click the “X” button located next to the type of payment method. To apply the update(s), select the “Disclosures” button at the bottom of the page.

Option 3 Create/Delete Disclosures

To create a new a new disclosure, select the “Create” button and input the information you would like to be shown within the disclosure.

To delete a disclosure, select the red “X” button next to the disclosure you would like to delete.

To apply your updates, select the “Disclosures” button at the bottom of the screen.