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