Difference between revisions of "Transaction Manager"
From KB
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[[File:WebTerminalCredit.bmp|thumb|left|400x240px|Web Terminal - Credit Card]] | [[File:WebTerminalCredit.bmp|thumb|left|400x240px|Web Terminal - Credit Card]] | ||
| − | 1. '''Click Virtual Terminal | + | '''1.''' Click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal. |
<u>'''Required Fields'''</u> | <u>'''Required Fields'''</u> | ||
| − | 2. '''Select your transaction type | + | '''2.''' Select your transaction type: Sale (default), Return, Force, or Auth Only. {learn more about transaction types} |
| − | 3. '''Swipe or key the card number and expiration date. | + | '''3.''' Swipe or key the card number and expiration date. |
*To swipe, click the option that reads "Click Here To Swipe Card". A new "Swipe Card Now" screen will appear ready for your swipe. | *To swipe, click the option that reads "Click Here To Swipe Card". A new "Swipe Card Now" screen will appear ready for your swipe. | ||
*If keying card information, do not include dashes, spaces or symbols. Exp Date must be formatted MMYY. | *If keying card information, do not include dashes, spaces or symbols. Exp Date must be formatted MMYY. | ||
| − | 4. '''Enter the amount of the transaction | + | '''4.''' Enter the amount of the transaction. |
| − | <u>Optional> | + | <u>'''Optional Fields'''</u> |
===ACH=== | ===ACH=== | ||
===Prepaid / Gift Card=== | ===Prepaid / Gift Card=== | ||
Revision as of 14:32, 9 August 2012
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Getting Started
1. Go to 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 need to undergo a quick security procedure.
3. Log in with your username and newly created password.
Processing Transactions
Credit Card
1. Click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal.
Required Fields
2. Select your transaction type: Sale (default), Return, Force, or Auth Only. {learn more about transaction types}
3. Swipe or key the card number and expiration date.
- To swipe, click the option that reads "Click Here To Swipe Card". A new "Swipe Card Now" screen will appear ready for your swipe.
- If keying card information, do not include dashes, spaces or symbols. Exp Date must be formatted MMYY.
4. Enter the amount of the transaction.
Optional Fields
