To set up GZ pay in a GrowthZone tenant for the first time, please follow the below steps:
Verify that all the tickets for that tenant were merged into one, then CC the other contacts.
- Send HF ticket response using Canned Action : GZ Pay Setup - GrowthZone
- This Canned Action walks them through creating the gateway and provides resources for them to review prior to the meeting
- If changing gateways from Auth to GZ pay, please use this article to verify all database changes have been made / discussed with customer in meeting (mass update request may be needed)
- If transferring Payment Profiles from Auth to GZ, the customer will work with Auth (less common - they need to pay $250? to Auth. GZ does not charge for this as we do not do anything in the process)
- During meeting, make sure that:
- GZ Pay Gateway is verified
- Make sure their GZ Staff App is turned on
- Accurate gateway description
- They have a POC set for Disputes
- Run a test transaction and refund
- Follow up with meeting recording email