Training Resources

If you are interested in classroom or individual instruction, please contact our office, and a representative will provide you with customized training.

Payment Card Data Security

• Online Payment Card Data Security Training
• Online Training Completion Report (Excel). This quarterly report lists the campus, college or department name, and names of persons who have completed the online Payment Card Data Security Training.
• Payment Card Data Security brochure (PDF)
• Best Practices to Handle Payment Card Data (PDF)

Payment Processing Overview

• Payment Card Transaction Flow (PDF)
• Payment Card Dispute Flow (PDF)

Operational Procedures

• Cardholder Bank-Disputed Transactions (PDF)
• Gift Card Gift Certificate Sales (PDF)
• Payment Card Acceptance Requirements (PDF)
• Payment Card Handling Requirements (PDF)
• Sample Procedures for Processing Payment Cards (PDF)

How to Use Terminals and PIN Pads

• Using a VeriFone Terminal and PIN Pad job aid (PDF)
• Using a VeriFone Terminal job aid (PDF)

Banner Recordkeeping for Payment Card Transactions

• Credit/Debit Payment Card Transactions in Banner (PDF)
• Querying Payment Card Transactions job aid (PDF)
• Reconciliation and Reporting for Payment Card Transactions webinar
• Reconciliation and Reporting for Payment Card Transactions (PDF)