Client Success

Setting up your online merchant portal with KastenBerry

To access your merchant account online and review transactions, batches, deposits, chargebacks and download monthly statements, you must first set up your InStore Portal. To set up your account, you will need a few key pieces of information: Your merchant ID number The last 4 numbers of the bank account where you get your deposits…

How do I reconcile my batch report on the CashFlow program?

To use our simple reconciliation calculator, click here. On your Dejavoo batch report, you will have several numbers at the bottom. Below is an example of a batch report: What is my bank deposit tomorrow? Looking at this batch report, you’ll notice the red background number 1 next to Total. To calculate your deposit :…

Where do I find my Merchant ID number?

Your Merchant ID (or MID) is an important piece of information you will use to get support, make changes to your account or access your InStore Portal. You can find your company’s unique MID: In your welcome letter on the top right hand side of the first page On the sticker on side of your…

Can I offer KastenBerry CashFlow in my state?

There are still a few states that have restrictions on surcharging. KastenBerry CashFlow is not a surcharge program and thus is available in all 50 states. KastenBerry’s CashFlow program is a method of incentivizing customers via a like-kind incentive for paying cash. Those customers who pay cash avoid some or all of the price increase….

Can I still run EBT transactions while using CashFlow?

Yes, as long as your terminal is enabled for EBT transactions, you can continue to process sales on the EBT platform. The non-cash adjustment cannot be added to the EBT cards as, per your registration with this government program, you must treat it as a true cash payment.

Can my business offer the KastenBerry CashFlow program?

Absolutely. Our program is available in all 50 states. Listed below are several legal rulings, opinions, as well as Card Brand Network positions on this program: Durbin Amendment United States Federal Law, 15 USC ยง 169o-2 (2) LIMITATION ON RESTRICTIONS ON OFFERING DISCOUNTS FOR USE OF A FORM OF PAYMENT — (A) IN GENERAL A…

What is the Invalid TIN or Regulatory Non-Compliance Fee on my Statement?

This fee is automatically triggered if your account was boarded with an outdated/incorrect Employer Identification Number (EIN) or (Taxpayer Identification Number). This can be corrected by providing proof of tax ID and confirming the correct spelling of your registered business name as it appears with the IRS. How to Verify your Tax ID or EIN…

How do I become PCI Compliant?

At KastenBerry we have several resources to help validate your PCI compliance. Reach out to your Sales Executive or a Concierge and we’ll work with you to get it buttoned up. For specific questions about parts of the PCI process, please refer to the information below: SAQ (Self-Assessment Questionnaire) questions/service: 877-276-9929 Scan questions/service: 877-277-1178

Does my business require a PCI network scan?

Whether or not your business requires a network scan depends on your processing environment. Chances are if you are using a point of sale system that does not have built-in EMV readers, you will require a scan. Here are some scenarios that do not require a scan: Virtual terminal (Auth.net, PayTrace, etc.) that does not…

How often do I need to do a PCI network vulnerability scan?

Most merchant businesses that require a network vulnerability scan will require them to be passed once per quarter. This scan needs to be done by a PCI SSC Approved Scanning Vendor (ASV).

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