Comsgate Virtual Terminal Basic - Revision history

Carias at 18:18, 12 November 2020

2020-11-12T18:18:53Z

Carias at 23:11, 11 November 2020

2020-11-11T23:11:31Z

Carias: /* Settlements */

2020-11-11T23:10:22Z

‎Settlements

Carias: /* Settlements */

2020-11-11T23:08:02Z

‎Settlements

Carias: /* Settlements */

2020-11-11T23:07:34Z

‎Settlements

Carias at 20:36, 1 October 2020

2020-10-01T20:36:33Z

Carias: /* Virtual Terminal */

2020-10-01T20:25:14Z

‎Virtual Terminal

Carias: Created page with "{| style=float:right | TOC |} '''Welcome to the ComsGate^® Virtual Terminal - Transaction Manager Knowledge Base!''' Navigate through..."

2020-10-01T20:24:33Z

Created page with "{| style=float:right | __TOC__ |} <center>'''Welcome to the ComsGate® Virtual Terminal - Transaction Manager Knowledge Base!'''</center> <center>Navigate through..."

New page

{| style=float:right
| __TOC__
|}

<center>'''Welcome to the ComsGate® Virtual Terminal - Transaction Manager Knowledge Base!'''</center>
<center>Navigate through this page to discover everything you need to know about Transaction Manager.</center>

<div align="center">[[File:TransactionManager.png|480px|link=Transaction Manager]]</div>

==''' Overview'''==
''' ComsGate®''' is the most feature-rich IP and wireless payment gateway in the market today. With dedicated, redundant connections into all the major payment processors and wireless networks, you can be confident that ComsGate® will route your credit, debit, gift, loyalty and pre-paid transactions to wherever you need them, in a matter of seconds! The ''' Transaction Manager''' is a web based application that allows you to process transactions, view transactions processed by any CHARGE Anywhere service and generate transaction reports. All CHARGE Anywhere services come with a Free Transaction Manager with limited features. See [[Transaction Manager Features]] for more details.

''' System Requirements:''' Windows Vista or MacOS X (minimum); Internet Connection

''' Supported Browsers:''' Internet Explorer 8 or later; Firefox 5 or later; Safari 5 or later; Chrome

''' Supported Peripherals:''' See [[Peripheral Help]]

''' Features:''' [[Transaction Manager Features]]

''A Credit Card Merchant Account and ACH Merchant Account is required to process credit card payments and ACH transactions respectively. CHARGE Anywhere does not provide Merchant Accounts but is compatible with all major Payment Processors in the US & Canada.''

=='''Getting Started'''==
''' 1. Go to the online [https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager] and enter your username and password.'''
''The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.''

''' 2. [[Confirm Your Identity]]''' - ''To better serve and protect our customers, a new user will undergo a quick security procedure.''

''' 3. Log in with your username and newly created password.'''

[http://kb.chargeanywhere.com/img_auth.php/7/76/Password_reset.mp4 '''Password Reset Guide'''] - Click link to download a video guide

=='''Processing Transactions'''==

'''[[Web Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

*'''[[Transaction Responses]]'''

==''' Transaction Manager Menu Options'''==

==='''View Merchant Info'''===
[[File:ViewMerchantInfo.png|thumb|left|300px|View Merchant Info]]

View Merchant Info displays the merchant profile, processor info, and devices on the account. Use the tabs at the top of the page to view info related to different tender types services: Credit Card, ACH, Prepaid / Gift Card, Cash and Check.

'''Gateway Merchant Info:''' To update your merchant info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Merchant Profile].
*Gateway Merchant ID: Click the link to access your account's unique 64 character string
'''Processor Info:''' To update your processor info, go to [http://kb.chargeanywhere.com/index.php/Transaction_Manager#My_Account My Account > Processor Info].

'''Devices:''' Lists all devices on your account.
*Gateway Terminal ID: Click the link to access the device overview
*Identification: The gateway's unique identification of each device
*Device ID: The terminal ID assigned by the processor for each device

==='''My Account'''===
----
[[File:MyAccount.png|thumb|right|300|Preferences]]

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Preferences Preferences]''' - Change the default behavior of your account.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Merchant_Profile Merchant Profile]''' - Verify or enter the details of your merchant profile.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Fraud_Alerts Fraud Detection Settings]''' - Allows you to set hourly and daily transaction limits, restrict IP Addresses, and set limits on sale amounts to prevent unauthorized transactions.

'''[http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Card_Updater Card updater]''' Merchants with the Card Updater feature enabled on their account will have the card on file automatically update the once it expired for any customer with active autopay subcriptions.

==='''Totals'''===
----
[[File:Totals.png|thumb|left|300px|Totals]]

Click on totals to find total transaction amounts for the sales activity on your account. All totals for the selected search criteria will appear in the grid. Use the tabs at the top to select a tender type. (Credit Card, Prepaid / Gift Card, Cash)

'''Search Criteria''' - Use the search criteria to extend or narrow your search.

<div align="left">'''Actions'''

'''Export''' - Save the currently displayed totals to your computer as a text file with comma separated values.

'''Short Report''' - View your totals in a printable format.

'''Detail Report''' - View your totals and the transactions that comprise that total in a printable format.

==='''[[Search Transactions]]'''===
[[File:SearchTransactions.png|thumb|right|300px|Search Transactions]]
----

Search Transactions stores all your transactions for 2 years. Transaction records older than 2 years are available upon request. You may double click a transaction record for more details and options. Use the tabs at the top of the page to view transaction records for different tender types: Credit Card, ACH, Prepaid / Gift Card, Cash or Check. Use the search criteria to expand or narrow the search results.

<div align="left">'''Actions'''

'''Export Setup''' - Select the data you would like exported and the order in which you would like the data exported.

'''Export Transactions''' - Save the currently displayed transactions to your computer as a text file with comma separated values.

'''View Transaction Summary''' - View your transactions records in a printable format.

[http://kb.chargeanywhere.com/index.php/Search_Transactions Click Here] for more information on Search Transactions.

[http://kb.chargeanywhere.com/index.php/Transaction_Responses Click Here] for a list of transaction responses.

==='''Virtual Terminal'''===
----

Virtual Terminal allows you to process transactions in Transaction Manager in a variety of ways.

<div align="left">'''Virtual Terminal Options'''

[[File:VirtualTerminal.png|thumb|left|300px|Web Terminal - Credit Card]]

'''[[Virtual Terminal]]''' - Process a credit, ACH or gift/prepaid transaction.

'''[[Virtual Terminal Settings]]''' - Set processing options on your devices

'''<div align="left">*Cash Discount'''
----

Cash Discount can be added using the Web Terminal Settings option. Once there make the following changes to enable it

'''Cash Discount''' Check this option to enable Cash Discount collection.

'''Cash Discount Label''' Enter 'Cash Discount' in this field.

'''Cash Discount Type''' Select the Cash Discount Type between Percentage or Amount

'''Cash Discount Value''' Enter the Cash Discount percentage or fixed amount you are collecting

'''Apply Cash Discount To''' Select if you want to apply the Cash Discount to Credit, Ach or All.

'''Update:''' Click update to have the device recognize any Web Terminal Setting changes.

'''*Add-on feature, contact your Merchant Servive Provider to add service

===<div align="left">'''User Management'''===
----
[[File:UserManagement.png|thumb|left|400px|User Management]]
User management allows you to manage the users that access your account, log in information and user permissions. All existing users are located inside the User window.

'''Login Level:''' By default, Access Level 2 has all permissions enabled. Access Level 1 users are only allowed to view transactions for a specific device on your account.

[https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html '''Password Policy:'''] Click to view CHARGE Anywhere password rules.

[http://kb.chargeanywhere.com/img_auth.php/a/ad/UserPermissons.png '''Transaction Manager Permissions:'''] - Click to view permissions

'''To add a user:'''

*Select a login level. ''(If you select Access Level 1, specify the device the user is allowed to view)''

*Enter a new username of at least 6 characters. ''(Usernames will be rejected if already in use by another gateway user)''

*Enter a temporary password and confirm. ''(User will be prompted to change password upon first log in. See [https://www.chargeanywhere.com/Diverse/PolicyPage/password-policy.html Password Policy].)''

*Enter the user's email address

*Click Add User

'''To delete a user:''' Double click a username to populate the username field and select Delete User.

'''To change a password:''' Double click a username to populate the username field. Enter the new password and confirm, then select Change Password.

'''To change user permissions:''' Double click a username to populate the username field. Select Permissions, make necessary edits and click Update.

'''To unlock a user:''' Double click a username to populate the username field and select Unlock User.

[[File:Settlements.png|thumb|right|300px|User Management]]

==='''Settlements'''===
----
Settlements display the batch totals that are sent to your processor on a daily basis.

'''To close a batch:''' Click the close batch link in the Actions window. You will be presented with a list of all open batches. Select Close Batch next to the device you wish to close.

'''If you wish to change your batch time:''' Ensure that all open batches are closed and contact your merchant service provider.

==='''Logout'''===
For your security, please click the Logout button when you have finished using the transaction manager. You will be automatically logged out after 15 minutes of inactivity.

=='''FAQs'''==
'''Q: Is the ComsGate® Transaction Manager PCI compliant?'''

'''A:''' Yes. All of CHARGE Anywhere payment applications are driven by our Level 1 PCI validated payment gateway, ComsGate. We maintain the highest levels of PCI standards and best practices to ensure cardholder data is kept safe from misuse and identify theft. Utilizing the services of Compliance Point, the industry leader in CISP/PCI compliance, CHARGE Anywhere undergoes a continuous, rigorous audit process to confirm that our products and services are compliant with the latest Card Association regulations.

'''Q: Can the ComsGate® Transaction Manager work with my processor?'''

'''A:''' Yes. The ComsGate® Transaction Manager can work with any major processor in the US and Canada. Here is a list of processors that are compatible.

{| class="wikitable" border="3" style="text-align:center; font-style:regular;"
|-
! scope="row" | FD Rapid Connect*|| TSYS (Vital)* || Chase Payments* ||Elavon (Nova)*
|-
! scope="row"| Global Payments || FD North* || Evertec* || Heartland
|-
|}
'''* Processor is certified for EMV transactions'''

'''Q: What are the costs associated with the ComsGate® Transaction Manager?'''

'''A:''' All fees are designated by your merchant service provider. Please contact your merchant service provider for a price quote.

'''Q: How long are my transactions accessible in the ComsGate® Transaction Manager?

'''A:''' All transactions are accessible online for 24 months. After 24 months, all records are archived and can be retrieved upon request.

'''Q: I forgot my password. How do I reset it?

'''A:''' [http://kb.chargeanywhere.com/index.php/Transaction_Manager_-_Forgot_Password Click here for the Forgot Password procedure].

'''Q: How do I batch my transactions?'''

'''A:''' CHARGE Anywhere is a host capture gateway. All approved transactions are automatically batched by CHARGE Anywhere and sent to your processor for funding. There is nothing you will need to do to initiate the batch.

'''Q: How do I change my automated batch time?'''

'''A:''' You can contact your merchant service provider to change your batch time. Batches can be set to automatically close on any hour of the day.

'''Q: What peripherals can I use with the ComsGate® Transaction Manager? (card readers, pinpads, signature capture devices)'''

'''A:''' For a complete list of peripherals, see [[Peripheral Help]].

'''Q: What kind of customer support does the ComsGate® Transaction Manager offer?'''

'''A:''' CHARGE Anywhere Customer Support and Technical Support are available Monday through Friday from 9am to 7pm ET.

'''Q: How do I turn on CVV required for the virtual Terminal??'''

'''A:''' When entering the processing information on Virtual Terminal screen right above the CVV field select the option for CVV indicator as enter CVV.

@@ Line 175: / Line 175: @@
-[[File:Settlements.png|thumb|right|300px|Settlements]]
 ===<span style="color:#191970">'''Settlements'''</span>===
 ----
 Settlements display the batch totals that are sent to your processor on a daily basis. There 3 different type of settlements:

← Older revision		Revision as of 23:10, 11 November 2020
Line 174:		Line 174:


		+
		+	[[File:Settlements.png\|thumb\|right\|300px\|Settlements]]

	===<span style="color:#191970">'''Settlements'''</span>===		===<span style="color:#191970">'''Settlements'''</span>===

← Older revision		Revision as of 23:08, 11 November 2020
Line 174:		Line 174:


−
−	~~===<span style="color:#191970">'''Settlements'''</span>===~~
−	~~----~~
−	~~[[File:Settlements.png\|thumb\|right\|300px\|Settlements]]~~

	===<span style="color:#191970">'''Settlements'''</span>===		===<span style="color:#191970">'''Settlements'''</span>===

@@ Line 177: / Line 177: @@
 ===<span style="color:#191970">'''Settlements'''</span>===
 ----
-[[File:Settlements.png|thumb|left|300px|Settlements]]
+[[File:Settlements.png|thumb|right|300px|Settlements]]
 '''If you wish to change your batch time:''' Ensure that all open batches are closed and contact your merchant service provider.

@@ Line 129: / Line 129: @@
 '''[[Virtual Terminal Settings]]''' - Set processing options on your devices
-===<div align="left"><span style="color:#191970">'''User Management'''</span>===
 ----
-[[File:UserManagement.png|thumb|left|400px|User Management]]
+[[File:UserManagement.png|thumb|Right|400px|User Management]]
 User management allows you to manage the users that access your account, log in information and user permissions. All existing users are located inside the User window.
@@ Line 161: / Line 174: @@
 ===<span style="color:#191970">'''Settlements'''</span>===
 ----
 Settlements display the batch totals that are sent to your processor on a daily basis.
@@ Line 174: / Line 187: @@
 ===<span style="color:#191970">'''Logout'''</span>===
 For your security, please click the Logout button when you have finished using the transaction manager. You will be automatically logged out after 15 minutes of inactivity.
 =='''FAQs'''==

← Older revision		Revision as of 20:25, 1 October 2020
Line 128:		Line 128:

	'''[[Virtual Terminal Settings]]''' - Set processing options on your devices		'''[[Virtual Terminal Settings]]''' - Set processing options on your devices
−
−
−
−	~~'''<div align="left"><span style="color:#191970">*Cash Discount'''~~
−	~~----~~
−
−
−	~~Cash Discount can be added using the Web Terminal Settings option. Once there make the following changes to enable it~~
−
−	~~'''<span style="color:#191970">Cash Discount''' Check this option to enable Cash Discount collection.~~
−
−	~~'''<span style="color:#191970">Cash Discount Label''' Enter 'Cash Discount' in this field.~~
−
−	~~'''<span style="color:#191970">Cash Discount Type''' Select the Cash Discount Type between Percentage or Amount~~
−
−	~~'''<span style="color:#191970">Cash Discount Value''' Enter the Cash Discount percentage or fixed amount you are collecting~~
−
−	~~'''<span style="color:#191970">Apply Cash Discount To''' Select if you want to apply the Cash Discount to Credit, Ach or All.~~
−
−	~~'''<span style="color:#191970">Update:''' Click update to have the device recognize any Web Terminal Setting changes.~~
−
−
−	~~'''*<span style="color:#191970">Add-on feature, contact your Merchant Servive Provider to add service~~
−

	===<div align="left"><span style="color:#191970">'''User Management'''</span>===		===<div align="left"><span style="color:#191970">'''User Management'''</span>===

Comsgate Virtual Terminal Basic - Revision history

Carias at 18:18, 12 November 2020

Carias at 23:11, 11 November 2020

Carias: /* Settlements */

Carias: /* Settlements */

Carias: /* Settlements */

Carias at 20:36, 1 October 2020

Carias: /* Virtual Terminal */

Carias: Created page with "{| style=float:right | __TOC__ |} '''Welcome to the ComsGate® Virtual Terminal - Transaction Manager Knowledge Base!''' Navigate through..."

Carias: Created page with "{| style=float:right | TOC |} '''Welcome to the ComsGate^® Virtual Terminal - Transaction Manager Knowledge Base!''' Navigate through..."