Payments → Customer Excellence

Mastering Payments Support (U101-007)


Description

Course Overview: Mastering Payments Support

This specialised online course is designed for customer service and support professionals looking to deepen their understanding of the digital and card payments landscape. Participants will gain practical knowledge of how payments work—from transaction flows and merchant acquiring to fraud prevention, dispute resolution, and compliance.

Whether you support merchants, consumers, or partners, this course equips you with the tools to resolve issues efficiently, explain payment processes with confidence, and contribute meaningfully to operational excellence in your organisation.

Target Audience:

  • Customer support agents and team leads in fintech, banking, e-commerce, or payment service providers.
  • Merchant support specialists and onboarding analysts.
  • Operations staff involved in dispute resolution, chargebacks, or settlements.
  • Anyone transitioning into a payments support or operations role.

Value Proposition:

  • Understand the full lifecycle of a card or online payment and the role of acquirers, issuers, and gateways.
  • Build confidence in handling customer and merchant inquiries about failed transactions, fees, chargebacks, and settlement delays.
  • Stay informed on the evolving regulatory and security landscape in digital payments.
  • Learn to communicate payment issues clearly and accurately to non-technical stakeholders.
  • Strengthen your professional profile in one of the most dynamic and fast-growing sectors in digital finance.

Contact Us:: info@transactconnect.co.za Average Course Durat...: 48 Hours Time for Course Comp...: 30 Days

Content
  • Course Content
  • Welcome Letter
  • Introduction Video
  • Module 1 - Introduction to Payfast
  • Learning Objectives
  • Key Terms
  • Core Values and Customer Service Principles
  • Key Payment Flows
  • Overview of Organisational Services
  • Difference Between Online Payments and a Switch
  • Summary Module 1
  • Assessment Module 1
  • Module 2 - Payments 101
  • Learning Objectives
  • Key Terms
  • Types of Payments Methods Supported
  • Understanding Payment Gateways vs Processors
  • Summary Module 2
  • Assessment Module 2
  • Module 3 - Card and Online Payments Acquiring
  • Learning Objectives
  • Key Terms
  • Introduction, Overview, Types and Process
  • Card Not Present Transactions
  • Acquirer Roles and Networks Explained
  • How Payments Work - Video
  • Key Players in the Acquiring Ecosystem
  • How Card Payments are Processed
  • Merchant Accounts and Onboarding
  • Supporting Merchants as a Customer Service Agent
  • Summary Module 3
  • Assessment Module 3
  • Module 4 - Common Customer Scenarios
  • Learning Objectives
  • Key Terms
  • Payments not Reflecting
  • Failed Transactions
  • Duplicate Payments
  • Refund Request
  • Unauthorised Transactions
  • Summary Module 4
  • Assessment Module 4
  • Module 5 - Troubleshooting Payments
  • Learning Objectives
  • Key Terms
  • Step by Step Investigation Process
  • Tools and Dashboards Available to Agents
  • Interpreting Transaction Logs and Statuses
  • When to Escalate to Tech or Fraud Teams
  • Summary Module 5
  • Assessment Module 5
  • Module 6 - Risk, Fraud and Compliance
  • Learning Objectives
  • Key Terms
  • Recognising Red Flags
  • KYC (Know Your Customer) Basics
  • Handling sensitive Information Securely (PCI DSS Overview)
  • Responding to Suspected Fraud Reports
  • Summary Module 6
  • Assessment Module 6
  • Module 7 - Communication Skills for Payments Support
  • Learning Objectives
  • Key Terms
  • Using Empathy and Clarity
  • Explaining Technical Issues in Plain Language
  • De-escalating Strategies
  • Email and Live Chat Best Practices
  • Summary Module 7
  • Assessment Module 7
  • Module 8 - Internal Tools and Systems
  • Learning Objectives
  • Key Terms
  • Overview of CRM and Ticketing Systems
  • Navigating the Organisation Backend
  • Using Templates and Macros Effectively
  • Summary Module 8
  • Assessment Module 8
  • Module 9 - Performance and Feedback
  • Learning Objectives
  • Key Terms
  • Quality Assurance Standards
  • Key Performance Metrics
  • Continuous Improvement & Learning Resources
  • Summary Module 9
  • Assessment Module 9
  • Course Evaluation
  • Course Evaluation
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever