Training

There is more material here than anyone could work through, which is why this page does not show it to you all at once. Do the one thing at the top. The rest is here for when you go looking.

Courses and platforms

Five places training actually lives. Udemy is free on your Global Payments account and nobody has to approve anything, which makes it the easiest one to start and the easiest one to abandon.

Udemy Business

Free on your Global Payments account. Thousands of courses, no approval needed. The trick is finishing one rather than starting six.

Cold calling B2B sales Negotiation Time management Productivity Public speaking Excel Payments industry

Absorb LMS

The official Heartland learning platform. Assigned curricula live here, and so does the catalog you can pick from freely.

Course catalog Your curriculum

Payments Training site

The internal hub. Getting started, live workshops, the recorded library and an A to Z index of everything else.

Getting started Live workshops Recorded library A to Z resources Solutions resources

Video libraries

Short and specific. Better than a course when you need one answer rather than a subject.

Pro Tip video library Global Payments on YouTube Getting started with Mobile 2.0 Using Mobile 2.0 Heartland training portal

Genius Core Sales Enablement

Product enablement for Genius, including demo booking and the solutions resource centre.

Genius help centre Brand and asset library Heartland assets

The shelf

Every document worth keeping, grouped by the job it belongs to rather than the folder it was filed in. Type to filter. Everything here opens.

Start here

New hire setup guide CORE_FI new hire setup guide Training schedule Signing on to the GP Learning and Performance Center New hire sales support guide

Selling

Genius Mini field guide Sales playbook: Genius for Restaurants Payments vertical sales plays Six advanced steps for door-to-door Six advanced steps for B2B The SaaS sales method (eBook) The SaaS sales method Cold calling basics Email scripts Restaurant email script

Beating the competition

POS battlecards Genius for Retail battlecards Genius scaling restaurants battlecards Heartland vs Square Heartland vs Clover

Pricing

Pricing plan options Cash discounting for new merchants in Atlas Cash discount compensation and referral details Cash discount FAQ (Terminal+ and Register) Cash discount programme signage Surcharging: considerations and requirements Surcharging: merchant FAQ Surcharging: disclosure signage Flat rate pricing QRG Low volume pricing and compensation QRG Flat rate sample statement Equipment pricing breakdown Surcharge, done right

Getting a deal approved

Underwriting criteria guidelines Underwriting guide: MOTO and CNP Boarding documentation sales checklist KYC Merchant narrative Fraud alerts and red flags Anti-money laundering Credit review and underwriting bulletin Reduce pended apps eLearning

Products

Genius for Retail hardware guide Genius for Retail FAQ Genius demo FAQ: equipment Heartland FI playbook Heartland Capital sales training Content map: point of sale What ecomm businesses worry about ACH resources Marketing content maps

Spanish-language materials

Restaurant POS one-pager Restaurant solutions brochure Cash discount one-pager All-in-one POS one-pager Retail POS 2026 Online ordering Loyalty Price block, 3 years