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Resource Online How-to Videos

If you are having technical trouble and would like help from a member of our Advanced Product Support group, please call 1.800.254.9556.

Your merchant services account includes complimentary access to one of our web-based reporting tools, Resource Online or Paymentech Online, which are available from any Internet-connected computer. You can access any of the web-based tools from the Merchant Login page.

In addition to these back-office tools, you'll also receive access to our Chase Mobile Checkout app's reporting features, which let you view your payment processing figures on the go using your smartphone or tablet, at no extra cost.

All you need to do is download and install the app, then log in with your existing online account user name and password. You'll also be prompted to register the device for the first time, to help us keep the sensitive data more secure.

Once you get access to Chase Mobile Checkout, you will see the Reporting Dashboard.

  • In the top-right corner, you can tap the Customize Dashboard icon to show, hide or rearrange your widgets by dragging them around. Tap Save when you're finished.
  • The dashboard is interactive. You can tap on the wheels to get more information.
  • You can also tap the Share icon to send an image of your Dashboard in an email.
  • Today's Transactions lists the time, payment brand and amount of the most recent transactions you submitted today.
  • Tap the widget to view the Transaction Summary screen, where you can search for specific transactions and view detail.
  • The Sales Trends widget features a bar graph of your sales totals for each day, across a week.
  • Tap it to access the Sales Overview screen, where you can look at summaries and details of your sales, and progress toward your sales goal.
  • Settlement Overview displays closed batch figures as a total and broken out in a circular wheel format. Each color on the wheel represents a different payment brand or type. You can use your finger to rotate the wheel or tap the arrows, to change the subtotal that displays.
  • The Funding Overview widget displays funding events and account fees as a total and broken out in a circular wheel format. You can use your finger to rotate the wheel or tap the arrows, to change the subtotal that displays.
  • The Chargebacks widget lists the total amount for chargebacks currently in process. Tap it to view the chargebacks in summary format and in detail.
  • Fees displays a total of all fees assessed to your account over the past month.

  • Navigate to
  • Or on the Merchant Login, page, select Resource Online and click the Go button.
  • Enter your Chase Paymentech user name.
  • Click Login.
  • Verify your personal image and security phrase.
  • Key in your password.
  • Click Submit.

  • On the Login page, click the small Need Assistance Logging In link below the Login button.
  • On the Need Assistance page, click the Reset Your Password link in the Forgotten Password section.
  • Enter your user name and email address.
  • Click the Submit button.

Note: A temporary, single-use password will be sent to the registered email address for the user account. You'll need to establish a new password the next time you log in.

  • The Instant Dashboard displays several panels with payments information that is critical for your business.
  • On the left column, the Statements panel displays links to your five most recent statements.
  • You may need to select the red Advanced Options link and specify your hierarchy to view the statements.

Merchant Account Statement

To search for a specific transaction by the beginning of the cardholder number or last four digits:

  • Enter the number or last four in the Quick Search panel on the Instant Dashboard.
  • Click Search.

Note: Unless you select the Search By Last 4 checkbox, the search feature will assume the value you enter is the beginning of a full card number.

To search using a different identifier:

  • On the Virtual Transaction Manager menu, select Batch and Transaction Reports.
  • Click Transaction Search.
  • You can search by date, card type, amount, etc.
  • Click the Generate Report button to view your results.

Search for Recent Transactions

The Sales Summary panel charts your recent batch totals by day so you can immediately assess your daily sales totals. You can hover over the data points to view that day's total items sold, total sales amount and more.

For more detail, you can click the Sales Summary panel header to open the Batch Summary report, which can also be accessed from the Recon Solution menu on the top navigation bar.

View Batch Reports

  • The Settlement Summary panel charts your net deposit by day – the net funding amount sent to your merchant bank after fees have been deducted (where applicable). The date displayed is the date Chase Paymentech transferred the funds to your banking institution; you should verify with your bank when the money they received was posted to your designated settlement account.
  • For more detail, click the Settlement Summary panel header to open the Settlement Summary Select report, which can also be accessed from the Recon Solution menu on the top navigation bar.

Settlement Summary

  • The Recap Summary panel shows the calculation of your total amount of transactions submitted minus the total amount of transactions that did not yet settle, and then takes into account exception items and settlement fees to show the total net deposited amount paid into your account.
  • The Settlement Fees line item displays your total fees, including for authorization, settlement, equipment, etc.

  • Authorization data is available in Resource Online for up to 3 months.
  • Settlement data (summary, detail, chargeback, statements) is available in Resource Online for up to 13 months.
  • Data files remain in the File Download area for 90 days, after which time they are automatically deleted – regardless of whether or not the file has been downloaded.
  • The Account Number Masking feature masks portions of cardholder account number to prevent unnecessary exposure of sensitive data – protecting your customers and your business.

The Preferences feature allows you to add, remove or change the order of your report details. These changes can increase or decrease the width of the report.

  • On your report results page, click the Preferences icon.preferences icon
  • On the Preferences page, you can specify the report in the Available Reports dropdown.
  • Select the field name in the Available Fields list box and click the arrows to move the selected field(s) to the Selected Fields list box for the selected report.
  • The Move Up and Move Down buttons can be used to change the order of the fields that display in the report.
  • When finished, click the Save button.

Change Columns

  • The payment industry allows your customers 120 days to dispute a transaction, and up to two chances per transaction.
  • Resource Online's optional Online Chargeback Management System allows you to eliminate the paper and both view and respond to your chargebacks electronically.
  • Please call Merchant Services at 1.888.886.8869 to discuss adding the Online Chargeback Management System to your merchant account.

  • On your report results page, click the Download icon download icon to export your data.
  • In the File Download dialog box, you can select to open or save the comma-separated values file and then view it in Microsoft® Excel® or Access® , or import it into another application for accounting and reconciliation purposes.

  • On the top navigation bar, click Bank Lookup.
  • Enter the first six digits of the card number.
  • Click the Search button.

Note: The information that displays will include specific details about the bank that issued the customer's card and will vary by issuer. It can be helpful when researching chargebacks or retrievals.

  • To view statements for other locations, in the Instant Dashboard's Statements panel, click the red Advanced Options link to select from the Hierarchy/Merchant # dropdown.
  • Or to view reports for other locations, navigate to a report input page by clicking on a panel header or using the main menus, and specify the hierarchy level and location in the Selected Hierarchy and Quick Search areas.

  • Admin-level users can click the Admin link on the top menu of any screen to visit the administration module of Resource Online.
  • On the User Summary page, you can add a new user or delete a selected user.
  • To ensure the security of your sensitive data, account verification and contact authentication will be required.

If you are having technical trouble and would like help from a member of our Advanced Product Support group, then contact or call 1.800.254.9556.

If you have a question about fees or need general support for your existing processing account, you can call Chase Paymentech Merchant Services at 1.888.886.8869.

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