Chase Business Online support

1. From Account activity, choose All transactions from the dropdown next to Showing
2. Find the transaction you want to refund from the list or search for a specific transaction by pressing Search
3. Choose your transaction and press the blue arrow to show more information
4. Press Issue refund
   • Choose to refund the full amount or a partial amount and press Next
   • Confirm on the next screen by choosing Issue Refund
   • You will see a confirmation of the refund and press Done to exit

Note: You cannot refund an amount higher than the original sale or refund a debit card transaction.

1. From Account activity, choose All transactions from the dropdown next to Showing
2. Find the transaction you want to refund from the list or search for a specific transaction by pressing Search
3. Choose your transaction and press the blue arrow to show more information
4. Press Add tip
   • Enter the tip amount under Tip amount and press Next
   • Confirm on the next screen by choosing Add tip
5. You will see a confirmation that the sale was adjusted with the tip and press Done to exit

1. Choose your merchant services account on the homepage
   
   • The page shows you a dashboard of your recent payment activity
2. Choose See disputes, in blue text under the dashboard
3. You will see all of your chargebacks on the page with each showing you: the dispute date, the type of dispute, the card type along with the last four digits of the card, the status and outcome, the due date and the amount of the dispute
4. Choose the dispute you want to respond to and you will be able to accept or challenge it
   

Check out our dedicated disputes support page for more information on understanding the chargeback management process and step-by-step explanation on how to challenge a dispute.

1. Choose your merchant services account on the homepage
   • The page shows you a dashboard of your recent payment activity
2. Choose Deposit account, in blue text under the dashboard
3. The screen will show you your current Deposit account overview; choose Update deposit account
   • Choose how to receive the code to complete the multifactor authentication and choose Next
   • Type in the activation code received next to identification code and choose Next
4. Choose the account from the New account dropdown and then Next
5. You will see a confirmation screen with the summary of changes made as well as a time expectation to the change to be take place

1. Choose your merchant services account on the homepage
   
   • The page shows you a dashboard of your recent payment activity
2. Choose Deposit account, in blue text under the dashboard
3. The screen will show you your current Deposit account overview; choose Update deposit account
   
   • Choose how to receive the code to complete the multifactor authentication and choose Next
   • Type in the activation code received next to identification code and choose Next
4. Choose Add new external account
5. You will be asked to fill out a form with the account details, then choose Next
6. Chase should be able to instantly validate your account without you having to do anything, however there are instances where you might be required to perform additional steps to verify the account. There are two ways to do this:
   
   • Choose Verify now by entering your other bank’s login and password, then choose Next
     
     • Enter your external bank account’s login and password, then choose Continue
   • If the above does not work Verify in 2-3 days by receiving trial deposits, then choose Next
     
     • The account will be verified by receiving two trial deposits each less than $0.50
     • Read the instructions listed under Here’s how it works
     • Tick the box Yes, I accept these terms and press Send trial deposits
     • Once you have received the deposits log back on to Chase Business Online and verify those two amounts so that the external account can be linked
7. Once you see a confirmation message that the new external account has been linked to your Chase profile, choose Back to update deposit account
8. You can now choose the account New account dropdown and press Next
9. You will see a confirmation screen with the summary of changes made as well as a time expectation to the change to be take place

1. Choose your merchant services account on the homepage
2. If you have more than one location you can choose a specific location from the dropdown next to Account above the snapshot
3. Scroll down the page and you will see Account activity
4. Choose Deposited amount from the dropdown next to Showing
   
   • For each day there was a deposit you will see broken down by the amount settled by Chase, miscellaneous adjustments, disputes, fees and the deposited amount
5. To download the report, choose the download icon in blue on the right-hand side of the page

1. Choose your merchant services account on the homepage
2. If you have more than one location you can choose a specific location from the dropdown next to Account above the snapshot
3. Scroll down the page and you will see Account activity
4. Choose Fees from the dropdown next to Showing
5. You will see a breakdown of all your fees by month
6. To download the report, choose the download icon in blue on the right-hand side of the page
   

Note: You can also see a breakdown of all your fees for the previous months in your monthly merchant services statement.

Check out our dedicated statements and fees page for more information on your fees.

You can set up your profile on Chase Business Online to receive alerts about your account activity including statements, deposits and disputed charges.

1. Choose the profile and settings icon on the banner at the top of the page
2. On the left-hand side panel, press Choose alerts under ALERTS
   
   • Choose the account you want alerts for
   • Choose your primary method of receiving the alert between email and/or text message
   • Under each dropdown, choose what you want to receive an alert for and press Save

Your Chase Business Online account allows you to add users. User accounts can be set with specific views, restricting certain information that you do not wish them to see, as well as specific alerts for them to receive.

1. From the homepage choose Account management, then press Access & Security Manager
2. To add a new user choose Add authorized user
3. Enter all the details of the new user and press Next
   
   • New user info: full name, primary email, primary phone
   • Username & password: choose the username and how the new user will receive their one-time password
   • Mobile access: Choose whether you want the user to have access through the Chase Mobile app or only through a web browser
   • You will see a summary of the choices made, press Add authorized user to confirm
   • You will see a confirmation that the user has been added and will be asked to choose the User rights. Once you have made your selection press Next
     
     • You are shown all the accounts linked with your Chase Business Online. If you have more than one location for your merchant services account, they will all show up as well. Go through each and tick anything you want your new user to have access to
     • If you want to give them the same access as you tick the Full access box
     • If you have already set up another user you can copy the same user rights and access by choosing it from the dropdown under Copy rights from another user
   • You will be shown a summary of the choices made, press Next to finish the set up

Note: You can modify a user’s access at any point from the Access and Security Manager page by choosing Manage user located on the right of the page next to each user. If you select the blue arrow next to Manage user you will see a dropdown giving you the options to:

• Assign full access directly without having to go through the settings
• Remove or suspend the user
• You can also resend the one-time password if the user was unable to verify their account before it expired

Yes, Chase Business Online allows you to view all your terminal devices associated with your merchant account, retrieve device passwords, and update selected configurations such as receipts and tips. To learn more, visit our device management support page.