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Running Payments Daily

This pathway builds your operational routine for managing payments. Three lessons, about 19 minutes total.

#LessonWhat You'll Learn
1Daily and Weekly TasksThe 5-minute daily check and 15-minute weekly review that keep you on top of things
2Reading Your StatementsHow to calculate your effective rate and spot hidden fees
3When to Get HelpWhat to handle yourself vs. when to call your processor or hire outside help

Start with Lesson 1: Daily and Weekly Tasks

After this pathway: You'll have a payment operations routine and know how to read your statements. Next, read Pathway 5: Reducing Costs to start paying less in fees, or explore Operations for deeper topics.