About this guide
Changes
Version history.
Version |
Change Description |
Date |
---|---|---|
5.25
|
Updated the address for RealNet payments in footers on pages related to Dynamic Payout. |
April 2025
|
Updated fields labels and description and screen shot in the Transaction Detail - Fraud Check Summary panel and Transaction Detail - Advanced Fraud Check Summary panel. |
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Added new column to the Fee Export Report in Exporting Fee Data. |
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5.24
|
Added information to various reports and screens on additional support for Amex (for managed Account Updater merchants who do not receive card updates), including Break Account updater functionality. |
March 2025
|
Added note for pre-and post-live URLs in Logging In and Logging Out . |
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5.23 |
Added a new column, Processing Endpoint, to the NSS by Transaction (Activity and Settlement) export report to support PINless debit processing. |
February 2025 |

Version |
Change Description |
Date |
---|---|---|
5.22 |
Reworked the Logging In and Logging Out section. Removed references to MFA (now mandatory). Moved the section, To log into iQ for the first time: from the User Accounts section to the Logging In and Logging Out topic. |
December 2024 |
5.21 |
Removed section on Logging in without MFA; removed notes in the Logging In and Logging Out topic. |
November 2024 |
5.20 |
Added additional information on Adding or Resetting a Security Device to the MFA topic. |
October 2024 |
5.19 |
Added additional information on Multi-Factor Authentication (MFA) in the Logging In and Logging Out topic. |
October 2024 |
5.18
|
Added information on new Same Day ACH columns and indicators to the Session Activity Report and Instruction Detail Screens. |
August 2024
|
Added information on new Push to Card fields in the Reconciliation Dashboard, Settlement Report, and Activity Report, as well as the Transaction Search Results . |
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5.17 |
Added information on certain messages for Visa Claims Resolution reason codes in Responding to an Allocation Dispute (File Pre-Arbitration) and Responding to a Collaboration Dispute. |
June 2024 |
5.16 |
Updated information on Fee Categories in the Worldpay Fees by Presenter panel of the Fee Report. |
May 2024
|
Updated the required criteria for Transaction Search to include additional fields. |
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5.15
|
Added information on Logging In and Logging Out |
April 2024
|
Removed all referenced to the Account Summary Report (recently replaced by the Dynamic Payout Dashboard. |
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5.14 |
Updated the Declined Transactions report with an additional field (Real-time Declines) and updated labelling to the remaining fields. Updated the Exporting Declined Transaction Data topic. |
October 2023 |
5.13
|
Added a new SSR Report to Scheduled Reports: Dynamic Payout Wallet Projected Available Balance Report (replaces Dynamic Payout Current Account Balance Report). |
September 2023
|
Changed labelling of two Type categories in the Account Details As of panel of the Dynamic Payout Dashboard. Vantiv eComm activity and Vantiv Core activity is changed to Worldpay eComm activity and Worldpay eComm activity . |
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5.12
|
Updated and re-ordered some field names for certain Instruction Detail Screens. |
August 2023
|
Updated the Chargeback Search to include a new field, Chargeback Filter. |
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Added information to Case Detail Associated Cases panel of the Chargeback Case Detail screen and the Transaction Detail - Associated Transaction Stream in the Transaction Detail screen on chargeback won/loss symbols (thumbs-up/thumbs-down). |
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Updated the default search range in the Transaction Search to 90 days (previously shown as 432 days). |
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5.11
|
Added information on a new report, the Dynamic Payout Dashboard (replaces the Account Summary Report). |
June 2023
|
Added information to the Chargebacks section on a new process for Disputing a PINless Debit Adjustment. |
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5.10 |
Added further information on to the Account Summary Report. |
January 2023
|
Added additional information on the results in the AAU column of Transaction Search Results |
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5.9
|
Added further detail to the on Held Funding Instructions. |
September 2022
|
Added information on new data included on the downloadable receipt from the Instruction Detail Screens. |
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5.8
|
Removed Check Payment Account field from the due to removal of support for Physical Checks. |
August 2022 |
Added information on a new field, Dynamic Payout Fee to the Instruction Detail Screens |
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5.7
|
Added information on and the related report exportable from the . |
July 2022
|
Updated the list of data fields included in the downloadable Instruction Detail Screens receipt from the Account Summary Report. |
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Add a listing to Scheduled Reports for a new Dynamic Payout Report: Dynamic Payout Held Funding Instructions. |
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Added information on a new filed added to the Case Detail Additional Data panel of the Chargeback Case Detail Screen (Guaranteed Payments Status). |
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5.6
|
Updated guide to reflect changes due to the transfer of U.S. Dynamic Payout processing services to RealNet Payments LLC (RNPLLC), a licensed money transmitter in the jurisdictions listed here. |
June 2022
|
Removed all references to Physical Check Credit, Physical Check Debit, and Vendor Debit transaction types due to removal of support. |
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5.5
|
Added information on a change to the way the User Accounts for Multiple Organizations feature functions. |
March 2022
|
Removed Manual Adjustment as a transaction type in the . Replaced with (M) flag next to transaction type. |
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Added a note on reducing the number of results when performing a Transaction Search. |
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5.4 |
Updated display names of two Dynamic Payout Managed Scheduled Reports. |
October 2021 |
5.3 |
Added information on access to the FraudSight User Interface. |
September 2021 |
5.2
|
Removed the SSR Report: PayFac Account Balance (replaced by Dynamic Payout FBO Settlement Balance Report). |
June 2021
|
Removed sections and references to the Live Chat feature as it is no longer supported. |
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Updated information on User Accounts page including the email address for Customer Service, (changed from ecc@worldpay.com to ecommcustomercare@worldpay.com.) |
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5.1
|
Updated to the ‘Reply by date’ for most chargeback cycles to 25 days (from 20) across all card networks. |
April 2021
|
Added information for Canadian Dynamic Payout Payment Facilitators:
|
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5.0
|
Updated entire guide with FIS branding and converted to on-line format. |
February 2021
|
Added information on new transaction types, Deposit Reversals and Refund Reversals. |
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Corrected information on movement of expired chargeback cases. |
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4.18 |
Added information on Access to the Pazien Analytics and Reconciliation platform. |
January 2021
|
Added information on two new SSR Reports, PINless Debit Summary Report and PINless Debit Detail Summary Report. |
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4.17 |
Added information on the Product Type field in the Transaction Detail screen. |
October 2020 |
4.16
|
Updated information about the SSR Fraud Alert Report, which was moved from the Shared Reports to the My Reports tab. |
August 2020
|
Updated information on the PayFac TIN Validation SSR Report: it is not specific to Dynamic or Managed Payout (available to all regular payout merchants). |
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4.15
|
Added information on a new Visa chargeback cycle, Rapid Dispute Resolution Case, to the Chargeback Search, Chargeback Case Detail Screen, and the Returned Payments Report. |
July 2020
|
Added information on new chargeback activity buttons - Pre-arbitration Response and Arbitration Response that appear on the Dispute Inbox and Chargeback Case Detail screen. |
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Added information on a new field, Merchant Category Code, added to the Transaction Detail Screen summary panel. |
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4.14
|
Added information on new behavior when changing your password: iQ closes the current session, and directs you to initiate a new login session. |
June 2020
|
Added information on a new Dynamic Payout SSR: the Dynamic Payout Balance Summary Report. |
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Added information on the Account Suffix field in the Session Export by Transaction Data report. |
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4.13
|
Added information on visibility of the Direct Debit Pending Redeposit report: it is available but cannot be used (date picker disabled) if you do not use Direct Debits as a method of payment. |
April 2020
|
Updated allowable date range in Fraud Snapshot report for the Fraud Alert Count Export report. |
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4.12
|
Updated list of Session types in Session Activity Report. Also updated screen shot for the Tracking Data panel of the Transaction Detail Screen. | March 2020
|
Updated Account Summary report with new transfer type (Amex Passthrough). |
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4.11 |
Added information on additional transaction data now included in the Associated Transaction panel of Chargeback Detail screen. |
January 2020
|
Updated the Virtual Terminal section to highlight Token usage. |
Legal
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