CashBox Portal User Guide
The CashBox User Guide is written for merchants (and their authorized users) who use the CashBox portal to search, view, and manage their CashBox products and data. This guide describes how to navigate and use the CashBox portal to handle Transaction processing for on-demand and recurring billing, define and manage Products and Billing Plans, and understand fraud management results for those merchants who employ ChargeGuard.
CashBox allows users to manage their online business Transactions with customers, and to create and edit Billing Plans, Products, and Customer Accounts.
This guide assumes you are not familiar with CashBox “objects,” so it describes them where appropriate. CashBox divides information into discretely-linked “objects,” such as Accounts that contain information about individual customers. Other objects include Transactions, which describe payment processor events, and Chargebacks, which record information about Transaction exceptions and resolutions.