Improve Help Center

[dmdj03]

The current content on the Help Center page is poorly organized and lacks sufficient content. This should be a more comprehensive guide covering edge cases and best practices from a non-technical perspective. Instead of grouping the information by individual questions with some overlapping others, they should be organized by topics and subtopics, similar to the docs. Features are discussed on a high-level basis from the main website pages with a link to learn more leading to this page.

Structure:

1. Overview (What is Balanced)
   • parties involved
   • definitions of actions (debits, credits, refunds)
   • funds flow
   • use cases
2. Pricing
3. Orders
   • order balance
   • holding period
   • best practices
   • batching credits
4. Collecting your fee/commission
5. Invoices/Account statements
6. Dashboard
   • sharing access with your team
   • search
   • reviewing account statements
   • transactions
   • logs
   • disputes portal
   • settlements
7. Charging buyers
   • card processing
   • shopping cart
   • split payments
   • holds
   • refunds
   • transaction size limit
   • ACH debits
   • account verification
   • refunds
   • submission deadlines/holidays
8. Orders
9. Security
   • PCI compliance
   • reporting security issues
10. Payouts
    • ACH credits
    • Push to card
    • batching credits
    • settlements
11. Integration
12. Chargeback/Dispute and Fraud
    • best practices
13. Compliance and Legal
    • merchant underwriting
    • aggregation
    • account reconciliation (orders)
    • agreements
    • prohibited cases
    • 1099s
14. Going live