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Business Track®

Follow the steps below to set up your Business Track account:

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 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 in 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.

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.

Follow the steps below to add applications to your account:

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

Step 2: At the top of your menu bar, Select “User Preferences Update.”

Step 3: Hover over “User Preferences then select “Manage Applications.” A list of applications will appear.

Step 4: Choose the applications you desire then select “Next.”

Step 5: In the next window you will need to enter your Tax ID and Checking Account number and fill in any other required fields. Select “Submit.”

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.

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.

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 Zip Code, Email Address, and Phone Number)

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

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.

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: Locate your report by clicking the icon under “View” on the right-hand side.

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.

Follow the steps below to print your statement:

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

Step 2: Select “Statements.”

Step 3: There will be a list of years presented in front of you. Click the year in which you'd like to view a statement. Then, select the month from the dropdown.

Step 4: Open and or Save the PDF for your reference.

Follow the steps below to update your Tax ID:

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

Step 4: Select “Tax Information.”

Step 5: Click the “Tax Home Page” link.

Step 6: Click the “Edit TIN” link and follow the prompts.

Please note, depending on your merchant setup your ability to update your Tax ID will differ.

Note: As a good practice, after complete and your change have been submitted, log out and log back into your account to make sure your changes have been made.

Business Track has a mobile app. You can download the application for your Apple device in the App Store and for Android in the Google Play Store.

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.

Already have a Business Track account? If not Click Here to find the steps to enroll.

Follow the steps below to enable ClientLine reporting:

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

Step 2: Select the “User Preferences” at the top of the page.

Step 3: Select “Manage Applications.” Now a list of applications will be available for you to choose from. If no applications are present, you can contact the Business Track Help Desk for support.

Step 4: Check the box next to ClientLine Reporting.

Step 5: Select “Submit.”

You should now be enrolled in ClientLine. As a good practice, after complete and your change have been submitted, log out and log back into your account to make sure your changes have been made.

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 “Create a Report” from the dropdown.

Step 4: Choose applicable “Report Category” (Sales/Funding, Disputes, Rate Analysis, TeleCheck, Authorizations Gift Cards, etc.)

Step 5: Fill in applicable fields in Filter Criteria, then press “Next.”

Step 6: Available Reports will appear in the “Available Reports” section. At this point you can choose your report and customize further, view an example of the report, run the report now, or schedule to receive the report at a specific cadence.

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

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

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

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

Step 3: Select “Reporting Home page” on the lower right-hand side, then click “Sales/Funding” as the Activity Type.

Step 4: Under the list of Available Reports, select “Bank Deposit Summary” and fill in the required fields.

Step 5: Select “Bank Deposit Summary” and then click “Run now.” At this point, you can schedule the report to be run just once or as frequently as desired.

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

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: Click the “Weekly Overview” page to access the Bank Deposit Summary section. This page will display the last seven days of Bank Deposit information.

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

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 “Create a Report.”

Step 4: Choose your “Report Category,” Complete the “filter criteria” required fields, then press “Next.”

Step 5: Choose the available report type, then press “Schedule Report.” Fill in the fields based on your needs then press “Submit.”

Step 6: You will get a confirmation on your screen that the report has been scheduled successfully.

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

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 “ClientLine Reporting.”

Step 5: Click “Overview.”

Step 6: Click “Disputes.” 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.

Follow the steps below to view and generate a weekly report:

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

Step 2: Select “ClientLine Reporting.”

Step 3: Click “Overview.”

Step 4: Select “Weekly Report.” You know will now see a report from the last 7 days. You can adjust the report based on any 7-day range you'd like to view.

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

Follow the steps below to customize a report in ClientLine:

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 “Create a Report.”

Step 4: Choose applicable “Report Category” (Sales/Funding, Disputes, Rate Analysis, TeleCheck, Authorizations Gift Cards, etc.)

Step 5: Fill in applicable fields in Filter Criteria, then press “Next.”

Step 6: Available Reports will appear in the “Available Reports” section. At this point you can click the “Customize” button.

Step 7: The customize report screen will appear. The fields available in the report selected will appear. The fields can be reordered by dragging the fields above or below in the Columns Present in Report box. Fields can also be removed if they are not needed by clicking on the field name and using the << button.

Step 8: You can either “View Sample” or select “Back” button to return the previous page to generate the report. At this point, you will have the ability to set up recurring reports.

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

There are six types of Reports available within the Sales/Funding Report Category:

1. Transactions - Transactional reports for reconciling to a POS or looking at overall transaction volume/dollars.

2. Bank Deposits - Funding reports for reconciling to your bank account.

3. Adjustments- Deductions made from your Total Sales (chargebacks, fees, interchange charges, etc.)

4. Refunds - Refund data for monitoring of potential fraud.

5. Debit Suspense - For Merchants accepting PIN debit will show PIN debit transactions which were authorized, however, payment could not be received from the Issuer.

6. Today’s Data - For Merchants set up for same day funding to view the total funding amount to be paid today.

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.

There are three types of Reports available within the Rate Analysis Report Category

1. Qualification – Depending on your pricing plan all transactions may not be processed at the same rate. ClientLine Reporting provides you with 25 months of summary and 13 months of detail history for each clear plan. Typically, clients use the information to quantify and evaluate the amount and the percentage of sales that were processed at higher rates.

2. Non-Qualification - This selection provides information regarding the count and dollar amount of transactions which failed the edit criteria for the given Association, and thus were “downgraded” from the best possible rate to the given settlement rate.

3. Downgrades – Allows a user to see the reasons why transactions didn’t qualify at the best rate as expected. This can help identify potential opportunities at the point of sale to reduce processing expenses.

There are 3 types of Reports available within the Compliance Report Category

1. Invalid Data – Visa and Mastercard have various data requirements for transaction processing. Visa requires a valid Visa Transaction ID and Mastercard a valid BankNet Reference Number on each transaction. This report will provide information on transaction received without valid data.

2. Authorization Settlement – Depending on the type of business you operate Visa and Mastercard have certain rules requiring timely settlement of authorized transactions. This reporting will provide information on transactions received that did not meet the requirements and could result in an assessment of fees.

3. FANF – Visa’s Fixed Acquirer Network fee is passed on to you as a part of doing business. You can view the details of how this fee was calculated in these reports.

There are three types of Reports available within the TeleCheck Report Category

1. Bank Deposits – Funding reporting for reconciling to your bank account

2. Transactions – Transactional reports for reconciling to your point of sale or viewing overall transaction volume/dollars.

3. Authorizations – Approvals you have received for paper/electronic check transactions.

There are four types of Reports available within the Gift Card Report Category

1. Reconciliation – Summary or Detailed transaction data for a single day or date range that can be used to reconcile at the Consortium, Promo, MID, and Location MID level.

2. Aging – Track and monitor gift card activity by the Consortium, Promo, MID, and Location MID level.

3. Analysis – View the performance of various gift card metric’s that may provide valuable insight into your gift card business.

4. Balance Reporting – Can provide Summary and Detail Outstanding Liability, Unclaimed Property, and Card Inventory data from the Consortium level down to the card.

There are two types of Reports available within the Gift Card Report Category

1. Reconciliation – Summary or Detailed transaction data for a single day or date range that can be used to reconcile at the Consortium, Promo, MID, or Location MID level.

2. Analysis – View the performance of various gift card metric’s that may provide valuable insight into your gift card business.

There are 2 types of Reports available within the Authorization Report Category

1. Today’s Data* – View authorizations within 2 hours that have been processed.

2. Authorizations – View all authorizations which have been received.

*Depending on your account setup someone of these options might not be available in your activity types.

The Batch Summary report provides terminal information related to processed transactions. Need to generate a Batch Summary Report? Click here for the steps on how to generate a Batch Summary Report.

You can use the Bank Deposit Summary and Bank Deposit Adjustment Summary to reconcile your merchant account with your bank account. Click here for the steps on how to generate a Bank Deposit Summary and Bank Deposit Adjustment Summary report.

Your statements will be available in ClientLine for 7 years.

Your 1099-K information will be available in ClientLine for 7 years.

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

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

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

You can find your total fees billed to your account for the year in your Bank Deposit Summary and Bank Deposit Adjustment Summary reports. Click here for the steps to generate a Bank Deposit Summary and Bank Deposit Adjustment Summary Report.

Follow the steps below to access account information at a corporate level:

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 “Create a Report”

Step 4: Select “Sales/Funding” then choose “Transactions” for the Activity Type.

Step 5: Enter the Corporate number in the “Hierarchy ID field” then choose “Corporate” from the dropdown choices. Fill in other required fields then press “Next.”

Step 6: In Available Reports section select the type of report you desire, then press “Run Now.”

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

Follow the steps below to retrieve the full card number for your tip adjustment:

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 select “Create a Report” then select “Sales/Funding”

Step 4: Choose “Transactions” for the Activity Type then fill in other required fields then press “Next.”

Step 5: In Available Reports section select “Card Type Summary” then press “Run Now.” You should now have the full card number in hand.

Please note, not all users have the ability to view full cardholder number information. To obtain this information, please call your Business Track Help Desk.

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

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 “Monthly Statements” for statement type, choose the statement view from the dropdown and year. Then press “Search”

Step 5: Choose the statement month you desire.

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

Follow the steps below to find and print your 1099-K information:

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 “Create a Report.”

Step 4: Choose “1099-K” for statement type and select year. Then press “Search.”

Step 5: Choose the statement month you desire.

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

Follow the steps below to create a group report:

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

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

Step 3: Hover over the “Account Information” dropdown and click “Group Builder.”

Step 4: Enter Group Description or name that will help you remember/reference this group. Then select an option from the “Narrow By” dropdown, select locations, and then click “Create Group.”

Follow the steps below to update your group report:

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

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

Step 3: Hover over the “Account Information” dropdown and click “Group Builder.”

Step 4: In the View Groups section, Click the group you would like to add or delete. The information will now appear on the left side of the screen.

Step 5: Highlight the desired location in order to add or delete a group from the group. Then arrow it over using “>>“or “<<“and click “Clear” to delete the desired location.

Step 6: Select “Create Group” to save the changes.

Follow the steps below to delete your group report:

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

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

Step 3: Hover over the “Account Information” dropdown and click “Group Builder.”

Step 4. Locate the group you'd like to delete from “View Groups” on the right-hand side. Click the red “X” and click “Yes” to confirm you want to delete this group.

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 “Create a Report.”

Step 4: Choose the desired report category. Then in the “Filter Criteria” section fill in the required fields. In the “Hierarchy ID” field use the “Group ID” that was created and select “Group,” then click “Next.” (If you don’t remember the Group ID, you can select the icon to search for your group. Click on the Group ID Search tab and enter a description to search or click SEARCH to bring back a list of all groups. Here you will find the group ID number.)

Step 5: Choose the available report type, and then press “Schedule Report.” Fill in the fields based on your needs then press “Submit.”

Step 6: You will get a confirmation on your screen that the report has been scheduled successfully.

Follow the steps below to update existing reports:

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 choose “Reports Mailbox.”

Step 4: In the “Content Type” field click on “Schedules.”

Step 5: Click the “Edit” button on the report you wish to update and make necessary changes then Click “Update Report.”

Step 6: A “Report Update Confirmation” should appear.

Note: You have the ability to export all reports in PDF, CSV, XLM, and or HTML format.

Yes. The ClientLine Reporting tool displays cardholder account numbers, transaction date, transaction amount, authorization code, and more. Click here to learn how to run a report to view cardholder transaction details.

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

Yes. All accepted card types that have been submitted to Merchant Services are available. Click Here to learn how to run a report.

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.

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

The ClientLine reporting tool allows a merchant to view their Credit, Debit/EBT, Fleet, Check and First Data Gift Card transactions.

Yes. With Group Builder, you can select individual outlets of your choice, and run reports based on those unique groups. You also have the ability to name these groups, to easily identify in the future. Click here to learn how to create a Group Report.

Yes. The ClientLine service allows you to view transaction detail by terminal number, by day. Click here to learn how to generate reports in ClientLine.

Yes. Follow the steps below to see transactions processed to a specific card number:

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

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

Step 3: Click on “Search” at the top of the page.

Step 4: Select “Cardholder Activity” as the search path, then click “Transactions” as the activity, fill in the remaining required fields and click “Submit.”

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

Yes. Follow the steps below to view a list of your locations:

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

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

Step 3: Hover over “Account Information” select “Location Profile” from the drop down. Click “Search”, then any and all locations you have will appear on screen.

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

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.

Dispute Manager

US: 1-800-285-3978 (Monday-Friday 7:00 AM-10:00 PM EST)

Dispute Manager is an application that gives merchants the ability to manage disputes, chargebacks and retrieval requests. It gives merchants the power to take action on their disputes and directly submit dispute documents. This tool will be your resource for everything related to dispute management.

You can access the Dispute Manager tool from your Business Track home page. After logging in, you can find it in the upper left-hand corner under the “Applications” dropdown.

If you’re having trouble opening Dispute Manager, it may be due to your web browser settings. Check your settings to make sure your pop up blockers are disabled. If you’re still having trouble accessing Dispute Manager, you can contact your Dispute Manager Help Desk for further assistance.

Don't worry. You can undo most actions, as long you fix the mistake by 5 PM ET on the day you made the error. All you need to do is find the case you need to fix, and then follow the steps below:

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

Step 2: Under “Applications.” select “Dispute Manager.”

Step 3: Once the window has appeared. At the top of the page, click “Cases,” then select the case you wish to update.

Step 4: In the middle of the screen click “Actions,” then from the dropdown, click “Undo.”

Step 5: Click “Submit Action.” Your case will now be returned to the queue to be reworked.

Note: If you do not see the action of UNDO it means our end of day process has already run and you cannot take back the action previously performed. Please contact your Dispute Manager Help Desk for additional support.

Follow the steps below to access your chargebacks and retrievals:

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

Step 2: Under “Applications.” select “Dispute Manager.”

Step 3: Once the window has appeared. At the top of the page, click “Queues.”

Step 4: From the Queue Selector section, click “All Chargebacks” or “All Retrievals” to review cases and statuses.

Follow the steps below to access your chargebacks and retrievals:

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

Step 2: Under “Applications,” select “Dispute Manager.”

Step 3: Once the window has appeared. At the top of the page, click “Queues.”

Step 4: From the Queue Selector section, click “All Chargeback Alerts” or “All Retrieval Alerts” and or “All Retrieval Acknowledgements” to view your dispute statuses.

Follow the steps below to find specific dispute cases:

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

Step 2: Under “Applications,” select “Dispute Manager.”

Step 3: Once the window has appeared. At the top of the page, click “Queues.”

Step 4: At the bottom left of the page click the Search Icon (magnifying glass.) The search screen will appear.

Step 5: You can filter on either Chargebacks or Retrievals and then search by Case #, Merchant #, Reference #, etc.

Follow the steps below to upload Chargeback Response documentation:

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

Step 2: Under “Applications,” select “Dispute Manager.”

Step 3: Once the window has appeared. At the top of the page, click “Cases.”

Step 4: In the middle of the screen click “Actions,” and then from the dropdown, click “Dispute/Reverse Chargeback.”

Step 5: Select the support documents you plan to upload then press “Continue Action.”

Step 6: Click “Browse” under the “Select Images to Upload” section then click the “Add to List.”

Step 7: If needed, type Notes into Add Notes box.

Step 8: Once you have filled in all required and optional fields, click “Submit Action.” The Case will now display in the Work Tracker. Once the case is received by Merchant Services the user will receive an acknowledgment message, which advises you that the information provided has been received.

Follow the steps below to upload Retrieval Response documentation:

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

Step 2: Under “Applications,” select “Dispute Manager.”

Step 3: Once the window has appeared. At the top of the page, click “Cases.”

Step 4: In the middle of the screen click “Actions,” and then from the dropdown, click “Retrieval Response.”

Step 5: Select the support documents you plan to upload then press “Continue Action.”

Step 6: Click “Browse” under the “Select Images to Upload” section then click the “Add to List.”

Step 7: If needed, type Notes into Add Notes box.

Step 8: Once you have filled in all required and optional fields, click “Submit Action.” The Case will now display in the Work Tracker. Once the case is received by Merchant Services the user will receive an acknowledgment message, which advises you that the information provided has been received.

Cases that appear in red font within your queue worklist indicate that the due dates of the chargeback or retrieval cases have passed.

Follow the steps below to find the documents that can support your dispute case:

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

Step 2: Under “Applications,” select “Dispute Manager.”

Step 3: Once the window has appeared. At the top of the page, click “Cases.”

Step 4: Under “Case Files” select “Output Package” and then press “Merchant Output Package.” A window will now appear with the suggested documents you can use to support your case.

Follow the steps below to view active dispute cases:

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

Step 2: Under “Applications,” select “Dispute Manager.”

Step 3: Once the window has appeared at the top of the page, click “Queues.”

Step 4: Select the “All Retrieval,” “All Chargeback Alert,” or “All Acknowledgement” Queues.

Step 4: On the right-hand side of the screen actions for disputes are displayed underneath the Work Tracker section.

Note: You have the ability to print your cases by clicking “Print” at the top right of the screen.

Best Practices for keeping your case unlocked:

• Be sure to only have one person viewing a case at any point in time.

• If you are going to be idle for a few minutes while gathering information/paperwork or stepping away from the computer, ensure that you release the case. You can release the case by clicking the “release” button at the top right of the page.

Note: If your case becomes locked, it was strictly for security purposes, and the system will release within the next 4 hours.

Yes, more than one person can be logged into the system and working on separate disputes. However, only one person can work on a specific dispute at a tie. If there are multiple people working a case it will get locked. Click here to learn best practices on keeping a case from being locked.

Follow the steps below to learn how to find your specific cut off:

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

Step 2: Under “Applications,” select “Dispute Manager.”

Step 3: Click on the “Welcome” tab, then on the left-hand side of the screen under “Quick Links,” click on “Scheduled Maintenance.” A window will now appear with information specific to your business.

Follow the steps below to generate a chargeback and retrievals report:

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 “Create a Report” from the dropdown.

Step 4: Choose “Disputes.”

Step 5: Choose either “Chargebacks” or “Retrievals,” then fill in applicable fields in Filter Criteria, then press “Next.”

Step 6: Available Reports will appear in the “Available Reports” section. At this point you can choose your report and customize further, view an example of the report, run the report now, or schedule to receive the report at a specific time.

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

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