API Overview

Visa Acceptance Platform Implementation Guide
- Recent Revisions to This Document
- VISA Platform Connect: Specifications and Conditions for Resellers/Partners

Getting Started with the Visa Acceptance Platform
- Your Visa Acceptance Platform Environments
- Assign a Portfolio Administrator
- Assemble Your Operations Team
- Portfolio Hierarchy
- Platform Features Overview

Portfolio Set-Up Tasks
- Access Your Portfolio Account
- Create Roles
- Create Users
- Verify Your Partner Portfolio Services

Merchant Management Setup
- Create Templates for Services
  - Creating Templates
  - Retrieving and Editing Templates
- Create Merchant Accounts
  - Creating New Merchant Accounts
  - Creating New Transacting Accounts in Merchant Accounts
- Merchant Hand-Off

Bill Payment Set Up
- Set Up Automatic Payments
- Make One-Time Payments
- Fields in a CSV Billing Invoice File

Reports Set Up
- View Payment Batch Summary Report
- View and Download Available Reports
- Manage Report Subscriptions
- Create Custom Report Subscriptions
- Create Portfolio-Level Reports
- Create One-Time Reports
- Create Merchant Groups

Checklist for Portfolio Setup

On This Page

Checklist for Portfolio Setup

Use this checklist to verify that you have completed the initial setup tasks for all of your enabled solutions. It is recommended that you test how to setup your enabled solutions in the CAS environment first before you begin setting up your portfolio account in your production environment.

Portfolio Setup Checklist
	Assign a portfolio administrator and a deployment team.
	Log in to the `Visa Acceptance Solutions` `Business Center` and create roles and users as required
	Create and configure templates for all enabled solutions.
	Onboard and activate your merchants.
	Set up autopay for your Visa invoice in the `Visa Acceptance Platform` production environment to avoid late fees.
	Ensure that your accounts payables team can process PDF or CSV monthly invoice for payment.
	Enable or disable pre-configured reports as needed, or create custom report subscriptions.

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