FORTE.PAYMENT.SYSTEMS
WELCOME!
Explore the various features of Forte’s Next-gen payment platform – DEX, offering a complete merchant and partner experience in retail, mail order and ecommerce verticals.
MESSAGE FROM THE CEO
Complete payments management
DEX FeatureS.
Explore the various features of Forte’s Next-gen payment platform offering a complete merchant and partner experience in retail, mail order and ecommerce verticals.
transactions
Merchants can perform four different types of credit card transactions from the Transactions Datagrid. Additionally, merchants can choose to save the customer data from a transaction or perform a one-off transaction without saving customer data.
FUNDING
The Funding Datagrid enables users with the appropriate permissions to view the funding entries of an organization’s locations. By default, Dex displays the funding entries for the previous thirty days, but you can filter the displayed results by Effective Date, Bank Account Number, Amount, Funding Source and/or Funding Status.
REPORTS
The self serve reporting module allows merchants to generate reporting on transaction and funding activities for a given time frame. Merchants with the appropriate permissions can also export transactions to a .csv file that can then be stored on a local computer or imported into an accounting application for processing.
DATA SHEETS
DEX INFO SHEET
View this info sheet to learn more about Dex.
DEX REFERENCE GUIDE
1. GETTING STARTED.
Start here to learn the basics of navigating Dex.
LOOK INSIDE.
Explore key features of DEX in an engaging interactive format
FUNDING OPTIONS
Explore options available for Merchant & partner to manage the breakdown of their funding proceeds
$100.00
SPLIT Options available
1. SPLIT:
MERCHANT ONLY
Most suitable for Direct Merchants, where Merchants can specify Debit and Credit accounts to post final end of day transactions. The merchants can also choose from various posting options to view total Debit sales, Debit Unfunds, Credit Refunds & Credit Unfunds, alongside totals for Disputes won.
SPLIT: MERCHANT: 97.00 | FORTE 3.00
2. SPLIT:
PARTNER + MERCHANT
Most suitable for Reseller and Partner Setups, where Partners can specify multiple Debit and Credit accounts to post final end of day transactions. The Partners get invoiced for processing fees and can also choose from various posting options to view total Debit sales, Debit Unfunds, Credit Refunds & Credit Unfunds, alongside totals for Disputes won.
SPLIT: MERCHANT: 96.70 | FORTE: 3.00 | PARTNER: 0.30
3. SPLIT:
PARTNER + MERCH + SPONSOR(s)
Most suitable for Reseller and Partner setups, where Partners can additionally specify Sponsor organizations to take a split from the proceeds. With each transaction, partners can specify multiple Debit and Credit accounts to post final end of day transactions. The Partners get invoiced for processing fees and can also choose from various posting options to view total Debit sales, Debit Unfunds, Credit Refunds & Credit Unfunds, alongside totals for Disputes won. *Future Improvement
SPLIT: MERCHANT: 86.80 | PARTNER: 3.20 | SPONSOR: 10.00 | FORTE REBILL TO PARTNER : 2.90
FUNDING F.A.Q.
These FAQs will allow merchants and Partners, a better understanding of funding and posting options available. Merchants can chose from NET, NOT NET, NET FOUR, & NET FIVE Options.
HOW will the transactions post for net merchants?
Forte adds all transactions—both sales (debits) and refunds (credits)—to create a single funding transaction that is deposited into the merchant’s debit funding bank account. Credit transactions offset debit transactions and unfunding offsets funding.
In the following scenario with the daily totals as follows,
Daily Totals: Credit Refunds $50 | Debit Unfunds $100 | Debit Sales $100 | Credit Unfunds $25,
The transactions would post as one transaction of $25 Deposit.
HOW WILL THE TRANSACTIONS POST FOR Non - NET MERCHANTS?
Forte creates two different funding entries for sale transactions (debits) and refund transactions (credits) and deposits funding into the merchant’s designated debit funding bank account and credit funding bank account.
In the following scenario with the daily totals as follows,
Daily Totals: Credit Refunds $50 | Debit Unfunds $100 | Debit Sales $100 | Credit Unfunds $25,
The transactions would post as Two transactions of $125 Withdrawal & 150 Deposit.
HOW WILL THE TRANSACTIONS POST FOR NET four MERCHANTS?
Forte creates four different funding entries for sale transactions (debits) and refund transactions (credits) and deposits them into the merchant’s designated funding bank account. For Fund Four funding, the following amounts create funding entries:
- Debit Funding (sales, sales dispute wins)
- Debit Unfunding (sales transaction returns, sales dispute losses)
- Credit Funding (refunds, refund dispute wins)
- Credit Unfunding (refund dispute loses, refund transaction returns)
In the following scenario with the daily totals as follows,
Daily Totals: Credit Refunds $50 | Debit Unfunds $100 | Debit Sales $100 | Credit Unfunds $25,
The transactions would post as Four transactions of $50 Deposit, $100 Deposit, $100 Withdrawal, $25 Withdrawal
HOW WILL THE TRANSACTIONS POST FOR NET five MERCHANTS?
Forte creates five different funding entries for sale transactions (debits) and refund transactions (credits) and deposits them into the merchant’s designated funding bank account. For Fund Five funding, the following amounts create funding entries:
- Debit Funding (sales)
- Chargeback Reversals (dispute wins)
- Debit Unfunding (sales transaction returns, dispute losses)
- Credit Funding (refunds, refund dispute wins)
- Credit Unfunding (refund dispute loses, refund transaction returns)
In the following scenario with the daily totals as follows,
Daily Totals: Credit Refunds $50 | Debit Unfunds $100 | Debit Sales $100 | Credit Unfunds $25, Disputes Won: 100
The transactions would post as Five transactions of $50 debit, $100 debit, $100 credit, $25 credit, Debit $100
WHAT are "UNFUNDS"?
“Unfund” are adjustments to transactions already posted. Examples include chargebacks, adjustments, reversals etc. Unfunds can be posted as deposits or withdrawals.
TIMELINES & MILESTONES
U.S. MARKET ROLLOUT PLAN
See the key milestones for merchant onboarding in the U.S. domestic market.
INTERNATIONAL MARKET ROLLOUT PLAN
See the key milestones for merchant onboarding in the international markets of Canada, Australia & New Zealand.
OUR COMMITTMENT | OUR VISION
MESSAGE FROM THE EXECTIVE director, product management
MESSAGE FROM THE SR. VP & MANAGING DIR. OF AsIA-PACIFIC
ONBOARDING THE PORTFOLIO
CUSTOMER SUCCESS | Platform SLA & Support
Exlore our multi-level support model to ensure customer success, complete with dedicated 24/7 support and relationship teams, to ensure timely support.
Legal | Sample AGREEMENT
Review sample partner agreement with details on customary terms and conditions with respect to data integrity, service agreements and warranties and regulatory compliance.
PRICING | TIERED pricing
Review a snapshot of the proposed pricing schedule, eligibility requirements for preferred tier pricing for ACH and credit card transactions. Also included is the pricing for optional value added services, like Account Updater and Forte Verify.
AWARDS & RANKINGS
The Strawhecker Group (TSG) informs & guides the world’s leading payment players, from fintech startups to Fortune 500 companies including, JPMorgan, FIS and Elavon. Forte has partnered with TSG since mid year 2020, subscribing to their Gateway Enterprise Metrics (GEM) platform. TSG’s Gateway Enterprise Metrics (GEM) is the only platform in the payments market that provides unique looks to merchant, developer, and gateway performance perspectives.
RANKED 1ST - WEEKLY TRANSACTION RANKING
Forte closed out the month of January 2021, by ranking #1 on GEM’s weekly transaction analysis! In order the determine scores, a quarter of a million checks are performed weekly to come up with the transaction analysis ranking.
RANKED 2ND - API INTEGRATION
Ranked 2nd out of 21 gateways, this one-time assessment evaluates payment gateways’ total API offerings for payment industry functionality and feasibility. As a part of this assessment, TSG evaluates API sets, developer tools, sandbox, and emulators by conducting an integration into the gateway through an eCommerce application. It also benchmarks documentation and reviews navigation.
RANKED RUNNERUP - GATEWAY MINUTE OUTAGE
In addition to Uptime, GEM uses pings at multiple locations to determine minute outages. If at least 33% of location checks fail at the same time, an outage is recorded. TSG’s GEM platform annually honors leading payment providers. Past winners have included companies such as BluePay (Fiserv), Braintree (A PayPal Company), Square, and Shopify.
CSG FORTE INTERNATIONAL client testimonials
TELSTRA - AUSTRALIA
A customer for 15+ years, Telstra partnered with CSG on billing and provisioning capabilities for its connected car solution suite. Telstra uses our solutions to support the delivery of IoT-based connectivity for telemetry management, onboarding, rating, and billing based on the service utilized, and management of business reporting for their partner ecosystem.
UNITEL - mONGOLIA
Unitel uses CSG’s solutions to support the mobile telephone services of 90% of Mongolia’s population. Now the leading company in Mongolia’s telecommunications market, Unitel partnered with CSG to continuously meet the needs of its young consumer base.
telecom - aRGENTINA
Telecom partnered with CSG on customer service support and solutions. CSG’s expertise in field service management helps deliver technical support, fulfillment, quality service, personnel and the promise Telecom made to their customers.
E-GIFT Program | Ascendon
Case Study on the rollout of the E-gift program using CSG’s Ascendon platform.
ENHANCED GATEWAY MODEL
In addition to the Acquired and Gateway only model, Forte now offers an Enhanced Gateway Model which allows you the freedom to choose the portions of payment experience you would like to own and still use our framework and technology to create seamless experiences, drive strategic growth and manage your revenue.
ENHANCED GATEWAY DATASHEET
Explore how you leverage Forte technology platform to drive and manage your growth while playing to your companys strengths in the marketplace.
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