balanced / www.balancedpayments.com

The website for Balanced.
https://www.balancedpayments.com
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Improve Help Center #265

Open dmdj03 opened 9 years ago

dmdj03 commented 9 years ago

The current content on the Help Center page is poorly organized and lacks sufficient content. This should be a more comprehensive guide covering edge cases and best practices from a non-technical perspective. Instead of grouping the information by individual questions with some overlapping others, they should be organized by topics and subtopics, similar to the docs. Features are discussed on a high-level basis from the main website pages with a link to learn more leading to this page.

Structure:

  1. Overview (What is Balanced)
    • parties involved
    • definitions of actions (debits, credits, refunds)
    • funds flow
    • use cases
  2. Pricing
  3. Orders
    • order balance
    • holding period
    • best practices
    • batching credits
  4. Collecting your fee/commission
  5. Invoices/Account statements
  6. Dashboard
    • sharing access with your team
    • search
    • reviewing account statements
    • transactions
    • logs
    • disputes portal
    • settlements
  7. Charging buyers
    • card processing
    • shopping cart
    • split payments
    • holds
    • refunds
    • transaction size limit
    • ACH debits
    • account verification
    • refunds
    • submission deadlines/holidays
  8. Orders
  9. Security
    • PCI compliance
    • reporting security issues
  10. Payouts
    • ACH credits
    • Push to card
    • batching credits
    • settlements
  11. Integration
  12. Chargeback/Dispute and Fraud
    • best practices
  13. Compliance and Legal
    • merchant underwriting
    • aggregation
    • account reconciliation (orders)
    • agreements
    • prohibited cases
    • 1099s
  14. Going live