As a business that accepts corporate credit cards from your B2B/B2G clients, you’re now on the road to receive the rebates that you are entitled to from Visa/MasterCard-issuing banks. Depending on the dollar volume you process per year, this may have a considerable positive impact to your business.

​

In an effort to make this transition as simple as possible for you and your employees, this guide serves to provide you with a clear step-by-step process through the application, implementation, and training process.

​​

Implementation and Set-Up

Once our underwriting process is completed, it usually takes 24-48 hours to build and test your account. We can then schedule an implementation session for senior managers which will include creating users, roles and privileges, adjusting transaction rules, hardware, and custom reporting.

​

Prior to set-up, we are happy to create the initial user profiles for your staff. Please click on the icon below to download an ADD USER form, and return a completed copy to support@sobonet.us. (NOTE: individual user profiles are NOT required when using a direct integration to your POS/ERP system. These are only needed when using our Virtual Terminal and/or mobile solutions.)

​

​

​

​

​

 

Training

Following the implementation session, we’ll conduct a one-hour training session for your cashiers– covering sales, voids, refunds, and other general card processing tasks.

​

Upon request, the training session can be recorded, and may be shared

with other managers/employees.

​

​

​