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Knowledge base
Hardware & Software
Dejavoo
15
Dejavoo Contact Info
Dejavoo Platform Restrictions
Dejavoo P1 - Features & Benefits
Dejavoo P3 - Features & Benefits
Dejavoo P5 - Features & Benefits
View all 15
Valor Paytech
8
Valor PayTech Contact Info
VL100 Pro - Features & Benefits
VL110 - Features & Benefits
VL550 - Features & Benefits
VP100 - Features & Benefits
View all 8
Pax
3
PAX A80 - Features & Benefits
PAX A920 Pro - Features & Benefits
PAX A77 - Features & Benefits
Clover - Payment Devices Only
7
Clover Compact - Features & Benefits
Clover Flex - Features & Benefits
Clover Flex Pocket - Features & Benefits
Clover Mini- Features & Benefits
Clover Station Solo - Features & Benefits
View all 7
Square - Payment Devices Only
5
Square Terminal - Features & Benefits
Square Handheld - Features & Benefits
Square Register - Features & Benefits
Square Stand or Kiosk - Features & Benefits
Square Reader - Features & Benefits
Equinox Luxe Devices (PayVault)
3
Luxe 6200m, Wired - Features & Benefits
Luxe 6200m, Wired + Stand - Features & Benefits
Luxe 8500i, Touchscreen - Features & Benefits
Ingenico Payment Devices
1
Ingenico Desk 3500 - Features & Benefits
Virtual Terminals (VTs)
8
SwipeSimple - Product Overview & Resources
PayVault - Product Overview & Resources
MX Merchant - Product Overview & Resources
Valor Paytech VT - Product Overview & Resources
Dejavoo iPOSPays - Product Overview & Resources
View all 8
POS Systems
2
(Needs to be verified) SwipeSimple Terminal POS
DejaPayPro POS Software
Square
30
Square Contacts
Square Daily Bearings
Best Practices with Square
Cash Discounting w/Square (4% Flat Rate)
How to change the CP/CNP rates from Square published rates
View all 30
Union VOS
8
INTERNAL ONLY: Union Contact Info
Union - Product Overview & the Demo Certification Process
Union Features
Union Alcohol Rebate Program
Union FAQs
View all 8
Clover
19
Clover Proposal Template for Excel
Clover Estimates & Invoicing
Clover Sub-Categories
Clover SaaS Selection
Clover Gift Card Options
View all 19
OrderCounter
2
OrderCounter Features
OrderCounter Sales Playbook
Korona POS
3
Korona Contact Info and Resources
Korona Features (INCOMPLETE)
Korona Sales Playbook
Tabit POS
1
Tabit Sales Playbook
Cloud Auto
3
INTERNAL ONLY: Cloud Auto Contact Information
Cloud Auto Overview: From Pre-Sales to Post Sales
Cloud Auto Resources for Sales Agents
Factor4 Gift & Loyalty
3
Overview of Factor4 and its offerings
Factor4 - Pricing & Submissions
INTERNAL ONLY: Factor4 contact information
LQpay for medical practices
1
LQPay - Product Overview & Resources
ChargeZoom for QuickBooks
1
ChargeZoom - Product Overview & Resources
BillerGenie for Quickbooks & Xero
2
UPDATE 06.23.26: Auth.net now live for credit and ACH
BillerGenie - Product Overview & Resources
Verosa for Quickbooks
1
Verosa - Product Overview & Resources
ACH Offerings
5
ACH.com
Paya
Valor ACH
Auth.net ACH
Square ACH
Gateways
6
Authorize.net
USA ePay
Bridgepay
FluidPay
Datacap
View all 6
Square IDV (INTERNAL USE ONLY)
1
INTERNAL USE ONLY: Square IDV Content
Square IDV - Sales Facing
1
Quick Reference Guide - Square Surcharging & Cash Discounting
Training - Sales Concierge Team
Draft - Universal Onboarding Documents
2
Proposed Toolbox Tuesday on October 20th - Exectras 360 Health
Rough Draft – Outline for W2 New Hire Training
Training Content - Recruitment
4
Day One Onboarding Checking - Recruitment
Connect on LinkedIn
PayCompass Webinars & Social Media
PayCompass Proprietary Technology
All Things Pre-Sales
Product demos
15
Self-Led: SwipeSimple Demo Credentials
Self-Led: Valor PayTech Demo for Merchants
Self-Led: e|Tab Demo for Merchants
Booked by Sales Ops - LQpay Demos
Booked by Sales Ops - OrderCounter Demos
View all 15
High Risk Knowledge Base
3
CBD Overview
Dispensaries & PayBotic
Peptides Merchants (PayCompass Currently Not Accepting)
Navigo Application Resources
4
Navigo Demo Credentials
New Application vs Partial Application
Step by Step - Full Navigo Application
Step by Step - Navigo Partial Application
Battle Cards
1
Clover Battle Cards
All Things Post-Sales
Support folder
67
How to Find a Terminal in PAX Portal
Priority Payment Systems Overview - PPS
MX Connect Overview
MX Connect Reporting
Bank Changes in MX Connect
View all 67
Logistics folder
34
Terminal download steps - Ingenico Desk 3500
Terminal download steps - First Data FD150
Terminal download steps - PAX File Download Steps
Valor VL Series - VL100 Pro / VP100 - Setup/ File Download and Test Steps
Valor VP series - Valor VP550 - Steps
View all 34
Genie App
BattleCards
12
OrderCounter vs Toast
Clover vs Toast
Union vs Toast
POS Nickel Rounding Solutions
POS Roundup: Clover Square, OrderCounter, Union, Korona
View all 12
How to use Genie App
6
Genie App UI Differences
Credit Card Savings Options
How do I access the Genie App
Scan Business Cards into Prospects
Genie App Podcasts
View all 6
Genie KB and Events Links
4
Square Professional Services Plans
Linking FD Articles to Genie App
Square 3rd Party Apps
Clover 3rd Party Apps
Booking demos at PayCompass
1
Booking Demos at PayCompass
PayCompass Webinars
CWC & TT articles
5
Overview of Coffee with Closers (CWC)
Overview of Toolbox Tuesday (TT or TBT)
INTERNAL - Webinar FAQs
List of TT Sessions from 2024 to Current
List of Square Bootcamp Sessions 2026
Training Content - Freshdesk
Introduction to Freshdesk
5
Getting Started with Freshdesk
Ticket Overview
Options when responding to a ticket
Best Practices with Freshdesk
Best Practices with Freshdesk - Agent Support Team
Training Content - MX Connect
How to articles for MX Connect
1
How to Build Tiered Pricing in MX Connect
White Labeling
Branding Navigo
1
Starting point: Things to consider with white-labeling ISOs
Help Desk Software
by Freshdesk