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Merchant Services

Learn how to establish and maintain a merchant account.

Merchant Responsibilities

All UCSD units authorized to accept credit or debit card payments are considered merchants. Merchants must assign an account representative responsible for managing and maintaining the merchant relationship.This individual's responsibilities include:

  • Making sure your cardholder data environment (CDE) is in continuous compliance with laws, rules, and policies governing the processing of card payments, including PCI DSS requirements.
  • Providing the credit card coordinator with all requested documentation for verification of PCI DSS ongoing compliance.
  • Updating the credit card coordinator on all changes to the CDE.
  • Maintaining an updated equipment inventory log.
  • Maintaining a working relationship with information technology support staff that assist you with PCI DSS requirements and updates.
  • Performing or delegating accounting functions (e.g., account reconciliations).
  • Complying with all UC San Diego policies including: Network Security Policies, Electronic Personal Idenity Information (PDF), BUS-49 Policy for Cash and Cash Equivalents Received (PDF), IS-3 Electronic Information Security (PDF).

Payment Card Industry Data Security Standards (PCI DSS)

As a campus merchant, you are responsible for all requirements related to PCI DSS ongoing compliance.

Merchant Fees

As a merchant, find out about related fees to determine if accepting credit or debit cards is the right decision for you.

Business Track (ClientLine)

As a merchant you can effectively manage and track your electronic transactions using Business Track (formally know as ClientLine).

Equipment Resources

Get details on permissible equipment, renting or buying equipment, and instructions on returning your rented equipment.


A chargeback is a processed credit card transaction that is reversed (charged back) to a merchant because the customer or customer's bank finds something wrong with the transaction. Transactions can be reversed due to several reasons such as authorization errors, processing errors, or disputes.

How do I get information on chargebacks?

The most efficient way to receive chargeback information is through the Business Track (formally known as ClientLine) Disputes Dashboard. Business Track offers chargeback information dating back 6 months, and provides merchants with the description, amount, issuer, and other transaction-related information. Through Business Track, merchants can immediately dispute chargebacks.

You can also receive chargeback details through mail or email but this method isn't recommended as letters can easily get lost in the mail or delayed and emails can be accidently overlooked or deleted. You also run the risk of not having enough time to dispute the chargebacks due to the restricted timeframe for disputing charges.