Quick Overview Slate Payments is the built-in gateway and payment processor you should consider using instead of, or in addition to, integrating Slate with external processors. You can use Slate Payments to collect an application fee or event payme...

This article walks you through the steps needed to set up Slate Payments in your database. Before you begin Required reading Before you begin, see Charging Payments in Slate Using Interactions and Activities to learn how Slate uses acti...

Slate Payments is a built-in payment processor that can be used instead of integrating Slate with an external processor. If you are new to Slate Payments, the actual setup is entirely in your hands and self-service! No technical knowledge is necessa...

Introduction Sometimes, after a payment is made, the cardholder seeing the charge on their account statement and not recognizing it, will call their bank or credit card issuer to dispute the charge. Additionally, a payer might also dispute a paymen...

Introduction 🔔 Important: This article only discusses refunding of payments made through Slate Payments If you are using an external payment processor, refunds need to be initiated in that external processor's system. Notifications for those ...

Introduction When you set up a Slate Payments deposit account (the holding account on the Slate Payments platform), you are also asked to specify an external bank account to which the collected funds should be sent. These transactions are called p...

🔔 Important This article discusses the balances and settings of the Stripe Connect account, not your external bank account. However, adjusting some of these settings may require assistance from your Finance team. Your Slate Payments Deposi...

Setting up Slate Payments in a new database is easy and straightforward. In general, you can set up, begin testing, and move to production use without any Technolutions assistance. However, if you're currently accepting payments through another ex...

You can use Slate Payments Terminal to accept in-person and MO/TO (mail order/telephone order) payments in Slate. You can collect these payments using dedicated P2PE hardware designed to process payments securely, efficiently, and with reduced c...

You can collect payments directly on an iPhone with the Slate mobile app. Installing the Slate mobile app On an iPhone XS or newer , download the Slate mobile app from the Apple App Store . 📖 Further reading: Learn how iPhone securely handl...

This article includes security information for Slate Payment Terminal, which can collect payments with both iPhone Tap to Pay and with dedicated hardware. Compliance & information matrix The following table demonstrates security features avail...