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Business Track®

Step 1: Go to www.businesstrack.com

Step 2: Under “Create an Account.” Select “Enroll.”

Step 3: Select option 1 “Begin Enrollment.”

Step 4: Now you'll be asked to enter some business and personal information. Fill in the fields as necessary (Use your 7 digit Merchant ID and Canadian accounts do not need TAX ID) and select a security question and answer. Then simply fill in the moving red letters as requested and press “Next.”

Step 5: Read the “Merchant Service and License Agreement” and click the “I agree to the above Terms and Conditions” box at the bottom right of the screen. Then select “Next” to proceed.

Step 6: Now you'll choose the applications you'd like to be enrolled Clientline, Dispute Manager and Merchant Alerts) by clicking the boxes next to them, then select “Next.”

Step 7: In some cases you'll be approved immediately and provided a User ID and temporary password on the screen. In other cases, you may have to wait 1-2 business days for your credentials to arrive via email. Be sure to record this password, as you'll need it for your initial login.

Step 8: After receiving your login credentials, go to the Business Track home page and press “Create an Account,” then select option 2 to complete enrollment.

Step 9: You will be prompted to put the User ID that was received via email into the User ID field. Next, you'll put the moving red letters in the moving red letters box and select “Next.”

Step 10: Next you'll be given a temporary password, displayed on the screen. Be sure to record this password, as you'll need it for your initial login.

Step 11: Now you'll return to the Business Track home page and under the “Have an Account section,” you'll select “Merchant Login.” Now enter your User ID and temporary password, then click “login.”

Step 12: Now you'll be prompted to change your temporary password and choose your own password.

Step 13: Your enrollment is now complete and you have successfully logged into the Business Track portal.

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Follow the steps below to reset your password:

Step 1: Go to www.businesstrack.com

Step 2: Select “Merchant Login.”

Step 3: Select “Forgot Password.”

Step 4: Enter your “User ID” and answer the security question, then press “Next.”

Step 5: Your password should now be updated successfully. Press “Login.”

Step 6: Once logged in you now can change your password.

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Follow the steps below to change your password:

Step 1: Login to your Business Track account at www.businesstrack.com

Step 2: At the top right of the page select “Change Password.”

Step 3: Enter your old password, new password then confirm your new password. Press “Change Password.”

Step 4: You now have successfully updated your password for Business Track.

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Follow the steps below to update your account preferences:

Step 1: Login to your Business Track account at www.businesstrack.com

Step 2: Select “User Preferences.”

Step 3: Select “Update User Profile.” (Here you can make updates to your Postal Code, Email Address, and Phone Number)

Step 4: After making updates, Press “Submit.”

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Yes, you can use a single User ID to access multiple locations. During your enrollment process, you will be prompted to add your MID which will already have all businesses associated with the MID linked to your account. If your merchant accounts are not currently linked together, please contact your Customer Support Help Desk at 1-888-263-1938 to assist.

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Follow the steps below to export a report:

Step 1: Login to your Business Track account at www.businesstrack.com

Step 2: Under “Applications,” select “ClientLine Reporting.”

Step 3: Hover over Reports on the top of the screen.

Step 4. On the next screen scroll over to the top right-hand side. Those icons represent the format in which you can export your report. There’s one for PDF, one for CSV, one for HTML, and one for Excel. Click the icon to get your report in your desired format. The system will now download the report in your selected format.

Step 5. Your file will now be available at the bottom of your screen. Click to save and/or open it. You will now have access to your detailed report.

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Follow the steps below to print your statement:

Step 1: Login to your Business Track account at www.businesstrack.com

Step 2: Under Funding, select Monthly Statement.

Step 3: Select the date range of the statement you would like and click Submit

Step 4: There will be a list of Statements presented in front of you. Click the”Get Statement” button

Step 5: Open and/or Save the PDF for your reference.

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ClientLine® Reporting

Need to access ClientLine® Reporting? Click Here. Once you have logged in, hover over the “Applications” tab at the top and click “ClientLine Reporting” from the dropdown.

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Follow the steps below to generate reports in ClientLine:

Step 1: Login to your Business Track account at www.businesstrack.com

Step 2: Hover over “Applications” and select “ClientLine Reporting” from the dropdown.

Step 3: Hover over “Reports” and click “Schedule a Report” from the dropdown.

Step 4: Choose applicable “Report Category” (Sales/Funding, Disputes, Rate Analysis etc.) Press Submit.

Step 5: Select the type of report you want and then Press Submit

Step 6: At this point you can choose the dates for your report, and run the report now, or schedule to receive the report at a specific cadence. Once all the fields are filled out press submit.

Note: You have the ability to export in Excel®, Adobe® PDF and CSV file formats.

Step 7: Click View Online Reports and then Submit.

Step 8: Click on BLUE hyperlink under Report ID and then again the BLUE hyperlink under Report ID. Choose open or Save and there is your report.

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Follow the steps below to generate a Bank Deposit Summary report:

Step 1: Login to your Business Track account at www.businesstrack.com

Step 2: Under “Applications,” select “ClientLine Reporting.”

Step 3: Hover over “Reports” and click “Schedule a Report” from the dropdown.

Step 4: Choose applicable “Report Category” Funding and Press Submit.

Step 5: Select the type of report you want, either HL0402 or HL0403 and then Press Submit.

Step 6: At this point you can choose the dates for your report, and run the report now, or schedule to receive the report at a specific cadence. Once all the fields are filled out press submit.

Note: You have the ability to export in Excel®, Adobe® PDF and CSV file formats.

Step 7: Click View Online Reports and then Submit.

Step 8: Click on BLUE hyperlink under Report ID and then again the BLUE hyperlink under Report ID. Choose open or Save and there is your report

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Follow the steps below to schedule a report:

Step 1: Login to your Business Track account at www.businesstrack.com

Step 2: Under “Applications,” select “ClientLine Reporting.”

Step 3: Hover over “Reports” and click “Schedule a Report” from the dropdown.

Step 4: Choose applicable “Report Category” (Sales/Funding, Disputes, Rate Analysis, , etc.) Press Submit

Step 5: Select the type of report you want and then Press Submit.

Step 6: At this point you can choose the dates for your report, and run the report now, or schedule to receive the report at a specific cadence. Once all the fields are filled out press submit.

Note: You have the ability to export in Excel®, Adobe® PDF and CSV file formats.

Step 7: Click View Online Reports and then Submit.

Step 8: Click on BLUE hyperlink under Report ID and then again the BLUE hyperlink under Report ID. Choose open or Save and there is your report.

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Follow the steps below to view your dispute information:

Step 1: Go to www.businesstrack.com

Step 2: Select “Merchant Login.”

Step 3: Fill in user ID and Password then press “Login.” You should now be logged into your account.

Step 4: Under “Applications,” select “Dispute Manager.”

Step 5: Put your Merchant ID and click (S) Store/Outlet then login as merchant.

Step 6: Click Queues tab at top Here you will be able to view all current and previous dispute information.

Note: You have the ability to export in Excel®, Adobe® PDF, HTML, and CSV file formats.

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There are three types of Reports available within the Disputes Report Category:

1. Chargebacks – Enables you to view and manage your individual chargeback cases or provide a complete analysis of overall chargeback volume for your business.

2. Retrievals - While there are many reasons an issuing bank may send a retrieval request, the notification process can be very simple. The Retrievals selection will help you facilitate the process of retrieving and fulfilling sales draft requests. In some instances, unanswered retrieval requests can result in a chargeback being initiated by the issuing bank.

3. Excessive Risk – Allows a client to view chargeback to sales ratios based on a variety of criteria. This allows users to manage their chargebacks and ensure they are not placed on an excessive risk program by Visa/Mastercard.

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You can use the Bank Deposit Summary and Bank Deposit Adjustment Summary to reconcile your merchant account with your bank account.

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Your statements will be available in ClientLine for 7 years.

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Your chargeback report data will be available in ClientLine for 25 months.

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You can generate Summary Reports in ClientLine for up to 25 months’ worth of transactions.

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You can view and generate Detailed Reports in ClientLine for up to 13 months of card and transaction level data.

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You can find your total fees billed to your account for the year in your Bank Deposit Summary and Bank Deposit Adjustment Summary reports.

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Follow the steps below to find and print your monthly merchant statement:

Step 1: Login to your Business Track account at www.businesstrack.com

Step 2: Under “Applications,” select “ClientLine Reporting.”

Step 3: Hover over “Reports” then click “Monthly Statements.”

Step 4: Choose Date range Then press “ Submit”.

Step 5: Choose the month and if you would like to “Save ” or “Open”.

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Yes. The ClientLine Reporting tool displays cardholder account numbers, transaction date, transaction amount, authorization code, and more.

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No. For security reasons, the cardholder's name is not displayed.

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Yes. All accepted card types that have been submitted to Merchant Services are available.

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Yes. All reports can be tailored to your business needs. You can run reports or schedule them to be received on a daily, weekly, monthly, quarterly, or annual basis.

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Yes. ClientLine allows the user to export reports in Excel®, Adobe® PDF and CSV file formats.

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The ClientLine reporting tool allows a merchant to view their Credit and Debit.

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No, ClientLine allows the user to schedule reports to be sent to any email address.

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The Card Search feature allows you to perform searches on specific card numbers, either credit or debit. This search will show all occurrences of the card number entered for the time period selected.

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Dispute Manager

Canada Technical Support Helpdesk - 1-800-285-3978 M-F 8am-10pm EST

Canada Customer Service Helpdesk – 1-888-263-1938 24/7

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First Data Dispute Manager provides user-friendly tools for your needs to minimize the dispute resolution effort. Dispute Manager automates the dispute management process so you can focus on what matters most, your customers and your business.

Dispute Manager is convenient, secure and paperless. This intuitive system reduces complexity, improves efficiency and helps protect your business from loss. As a web-based solution, Dispute Manager delivers 24-7 access to information with easy to use tools to enable you to research and respond to your disputes online fast and efficiently.

All Chargebacks and Retrievals are displayed in one queue that includes an array of data elements such as due date, work type and dispute amount that can be easily sorted the way that works best for you.

Additional functionality available are printing, searching and downloading cases. You can also add notes and images to upload into your cases in a variety of formats. User Guides, Online Help Centers and Demos are all available to help you get the answers you need.

This comprehensive system provides a wealth of valuable information and frees you from time consuming manual filing systems.

To enroll, please go to www.myclientline.net and click on Enroll.

Link to Demo - https://www.firstdata.com/demos/dispute-manager/index.html

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1-888-263-1938

24 hours | 7 days a week

Call Support: 1-888-263-1938

24 hours | 7 days a week

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