Difference between revisions of "Transaction Manager"
(→My Account) |
(→Transaction Manager Menu Options) |
||
| Line 28: | Line 28: | ||
==Transaction Manager Menu Options== | ==Transaction Manager Menu Options== | ||
| − | ===View Merchant Info=== | + | ===<span style="color:#191970">View Merchant Info</span>=== |
| − | ===My Account=== | + | ===<span style="color:#191970">My Account</span>=== |
'''Preferences''' - Change the default behavior of your account | '''Preferences''' - Change the default behavior of your account | ||
| Line 38: | Line 38: | ||
'''Merchant Profile''' | '''Merchant Profile''' | ||
| − | ===Totals=== | + | ===<span style="color:#191970">Totals</span>=== |
| − | ===Search Transactions=== | + | ===<span style="color:#191970">Search Transactions</span>=== |
| − | ===Virtual Terminal=== | + | ===<span style="color:#191970">Virtual Terminal</span>=== |
| − | ===Cashiering=== | + | ===<span style="color:#191970">Cashiering</span>=== |
| − | ===User Management=== | + | ===<span style="color:#191970">User Management</span>=== |
| − | ===Settlements=== | + | ===<span style="color:#191970">Settlements</span>=== |
| − | ===Logout=== | + | ===<span style="color:#191970">Logout</span>=== |
Revision as of 08:36, 13 May 2014
Getting Started
1. Go to the online 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
Web Terminal - Process a credit, ACH or gift/prepaid transaction.
Batch Transactions - Process multiple credit card transactions at once by uploading a CSV file or comma delimited text file with transaction data.
Recurring Database - Schedule transactions to occur on a recurring basis.
Bill Presentment - Email bills directly to your customers and allow them to pay online.
Transaction Manager Menu Options
View Merchant Info
My Account
Preferences - Change the default behavior of your account
Processor Info - Change the processor information associated with each device
Merchant Profile