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| | ==Processing Transactions== | | ==Processing Transactions== |
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| − | ==View Merchant Info==
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| − | [[File:ViewMerchantInfo.bmp|thumb|left|300px|View Merchant Info]]
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| − | '''Gateway Merchant ID:''' A unique 64 character string generated by the payment gateway.
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| − | '''Company Info:''' The company name, address, city, state, zip, phone number, and industry type.
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| − | '''Processor Info:''' Lists the processor, merchant ID, and all necessary values for the payment gateway to connect to your processor.
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| − | '''Devices:''' Lists all devices active under a specific payment type which includes the Gateway Terminal ID, Identification, and Device ID (The Device ID is the terminal ID assigned by your processor). You can click on the Gateway Terminal ID to view the Software License Key associated with the device.
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| − | ==My Account==
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| − | [[File:MyAccountPreferences.bmp|thumb|upright|300px|My Account - Preferences]]
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| − | '''Preferences''' - Set the defaults for your Transaction Manager page.
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| − | *'''For time zones other than Eastern Time, please adjust accordingly''': Select your time zone from the drop down menu. All transactions run will display with the time stamp for your time zone. (Transactions will default to Eastern Time otherwise)
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| − | *'''Search Time Default''': (Military Time) Select to automatically have any search start from the selected time. (Searches will default to the beginning of the day otherwise)
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| − | *'''Start Page''': Select a page that you will automatically be taken to after logging in. (Search transactions - Credit will be your default start page otherwise.)
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| − | *'''Default Device''': For merchants with multiple devices, you can select which device will be automatically selected when running transactions from Transaction Manager.
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| − | *'''Display Receipt''': Once checked, a receipt will automatically appear after a transaction has been approved. Receipts can be printed or emailed.
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| − | '''Processor Info''' - Edit your processor information (CHARGE Anywhere Direct only). All values that will need to be entered in order to process transactions will be listed on the VAR or Tier sheet from your processor.
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| − | '''Invoices''' - If CHARGE Anywhere bills you directly, you will be able to view your invoices here.
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| − | ==Totals==
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| − | [[File:TotalsTM.bmp|thumb|left|300px|Totals]]
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| − | The Totals page will allow you collect totals for approved transactions by card type.
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| − | <center>'''Credit Card'''</center>
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| − | '''Search Criteria''' - You may filter your search by a Device Identification, ''Date Range, ''Recurring'', ''Clerk #'', ''Invoice #'' and ''Customer #''.
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| − | <u>'''Actions:'''</u>
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| − | '''Export''' - You are able to export the totals you have searched for into a comma delimited text file. This can easily be converted into an excel spreadsheet by adding ".csv" to the end of the file name. (e.g, "Testexport.csv")
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| − | '''Short Report''' - Provides a printable/exportable version of the totals.
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| − | '''Details Report''' - Provides a printable/exportable version of the totals including a list of all transactions that make up the totals.
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| − | <center>'''Prepaid/Gift Card'''</center>
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| − | '''Search Criteria''' - You may filter your search by ''Identification'', ''Date Range'', ''Clerk'', ''Invoice #''
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| − | <center>'''Cash'''</center>
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| − | '''Search Criteria''' - You may filter your search by ''Identification'', ''Date Range'', ''Clerk'', ''Invoice #''
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| − | ==Search Transactions==
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| − | The Search Transactions screen will allow you to look up prior transactions processed on the account. The Search Transactions screen will default to today's date when first accessed. All transactions will be listed at the bottom of the page. See [[Transaction Responses]] for a list of the most common transaction responses.
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| − | <center>'''Credit Card'''</center>
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| − | '''Search Criteria''' - You may filter your search by ''Identification'', ''Transaction Type'', ''Gateway Ref #'', ''Transaction ID'', ''Card Type'', ''Date Range'', ''Response Type'', ''Card # (Full or Last 4)'', ''Amount'' and/or ''Approval Code''.
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| − | '''Advanced Search''' - ''Device Type'', ''Input Type'', ''Batch Number'', ''Recurring Filter'', ''EDC Type'', ''Processors'', ''Customer #'', ''Clerk #'', ''Invoice #'', ''Full Name'', ''Address'' and/or ''Zip Code''.
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| − | <u>'''Actions:'''</u>
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| − | '''Export Setup''' - To configure how the data exported Click Export Setup and choose the fields that you want displayed in each order. "Skip" will bypass the column.
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| − | '''Export Transactions''' - You have the ability to export transaction data into a comma delimited text file. This can easily be converted into an excel spreadsheet by adding ".csv" to the end of the file name. (e.g, "Testexport.csv").
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| − | '''View Transaction Summary''' - Provides a printable version of the transactions that match your search criteria.
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| − | <center>'''ACH'''</center>
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| − | '''Search Criteria''' - You may filter your search by ''Identification'', ''Customer #'', ''Response Type'', ''Approval Code'', ''Routing #'', ''Account #'', ''Card Type'', ''Transaction Type'', ''Amount'', ''Date Range'', ''Processor'', ''Device Type'', ''Clerk #'' and/or ''Invoice #''.
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| − | <center>'''Prepaid/Gift Card'''</center>
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| − | '''Search Criteria''' - You may filter your search by ''Device Type'', ''Identification'', ''Transaction Type'', ''Input Type'', ''Transaction ID'', ''Card #'', ''Date Range'', ''Totals'', ''Customer #'', ''Clerk #'', ''Invoice #'', ''Processor'', ''Response Type'' and/or ''Approval Code''.
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| − | <center>'''Cash'''</center>
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| − | '''Search Criteria''' - You may filter your search by ''Identification'', ''Transaction Type'', ''Gateway Ref #'', ''Transaction ID'', ''Date Range'', ''Response Type'', ''Check #'' and/or Amount.
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| − | '''Advanced Search''' - ''Device Type'', ''Batch Number'', ''Approval Code'', ''Customer #'', ''Clerk #'', ''Invoice #'' and/or ''Full Name''
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| − | <center>'''Check'''</center>
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| − | '''Search Criteria''' - You may filter your search by ''Device Type'', ''Identification'', ''Transaction Type'', ''Check #'', ''Routing #'', ''Accounting #'', ''Date Range'', ''Total'', ''Clerk #'', ''Invoice #'', ''Processors'' and/or ''Response Type''.
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| − | ==Virtual Terminal==
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| − | ===<center>Web Terminal Options</center>===
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| − | [[Web Terminal]]
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| − | [[Web Terminal Settings]]
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| − | [[Customer Database]]
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| − | [[Auth Only Database]]
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| − | [[Batch Transactions]]
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| − | [[Recurring Database]]
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| − | ===<center>Payment Forms</center>===
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| − | [[Payment Form Setup]]
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| − | [[Payment Form Options]]
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| − | [[Payment Form Preview]]
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| − | [[Payment Form Processing Data]]
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| − | [[Payment Form Code Generator]]
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| − | [[Universal Shopping Cart]]
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| − | ===<center>Shopping Cart</center>===
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| − | [[Shopping Cart Setup]]
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| − | [[Shopping Cart Catalog]]
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| − | [[Shopping Cart Preview]]
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| − | [[View Orders]]
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| − | ===<center>Bill Presentment</center>===
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| − | [[Bill Presentment Setup]]
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| − | [[Preview Bill Presentment Form]]
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| − | [[Send Invoice to Customer]]
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| − | [[View Bill Presentments]]
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| − | ==Configure Devices==
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| − | ==User Management==
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| − | ==Settlements==
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