Difference between revisions of "Transaction Manager"
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'''5.''' Click "Process Batch". (Wait a few moments for all transactions to be processed and once processed, you will see a listing of the results of each transaction.) | '''5.''' Click "Process Batch". (Wait a few moments for all transactions to be processed and once processed, you will see a listing of the results of each transaction.) | ||
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| + | |||
| + | ===Recurring Database=== | ||
| + | Initiate a set number of sale transactions to be automatically processed against a customer's account within a scheduled time frame. | ||
| + | (Recurring Database comes free for anyone merchant active with the CHARGE Anywhere for QuickBooks product. Otherwise, it is considered and add-on service.) | ||
| + | |||
| + | All active recurring payments will be listed at the bottom of the page. Along with the recurring transaction, you have the option to ''edit the recurring transaction'', ''view the history'', ''delete the recurring payment'' and ''process payment now''. | ||
| + | |||
| + | '''Search Criteria:''' You may filter your search of the recurring database by Effective Date, Date Created, Frequency, Customer #, Active/Inactive, Company Name, Identification, Amount, Card Number, Invoice #. | ||
| + | |||
| + | <u>'''Actions:'''</u> | ||
| + | |||
| + | '''[[Recurring Emails Settings]]:''' Use the recurring emails settings to configure reminders or notifcations to either you or your customer that a recurring transaction will take place or has taken place. | ||
| + | |||
| + | '''[[Add Recurring Payment]]:''' Setup a recurring transaction. | ||
| + | |||
| + | '''Export Recurring Database:''' You are able to export the information in your recurring database 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") | ||
Revision as of 11:43, 24 September 2012
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
Credit Card
1. To process a credit card transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal.
2. Select the appropriate transaction type, enter all transaction data, and press Process Transaction.
- To swipe, click the option that reads "Click Here To Swipe Card". A new "Swipe Card Now" screen will appear ready for your swipe. *Optimized for Internet Explorer and Safari browsers.
- If keying card info, do not include dashes, spaces or symbols. Exp Date must be formatted MMYY.
3. The response will display on the screen. If approved, you will be able to print or email the receipt. *Display Receipt must be selected in My Account > Preferences.
Click here for more info on processing Credit Card transactions
ACH
1. To process an ACH transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal and click the ACH tab.
2. Select the appropriate transaction type, enter all transaction data, and press Process Transaction.
3. The response will display on the screen.
Click here for more info on processing ACH transactions
Prepaid / Gift Card
1. To process an ACH transaction, click Virtual Terminal from the menu bar at the top of the screen. Then select Web Terminal and click the ACH tab.
2. Select the appropriate transaction type, enter all transaction data, and press Process Transaction.
3. The response will display on the screen.
Click here for more info on processing Prepaid / Gift Cards in Web Terminal
Batch Transactions
Batch Transactions may be used to process multiple credit card transactions by uploading a CSV file or comma delimited text file with transaction data.
Import Setup - Select the order of the transaction data listed within your file. (Amount, Card # and ExpDate are required fields)
Comsgate Batch Specs - media:Comsgate Batch Specs.pdf
1. To process batch transactions, go to Virtual Terminal > Batch Transactions.
2. Click Import Setup and configure it to match the transaction data listed in your file.
3. Browse for your file and click "Click to Upload".
4. Verify that all information was imported correctly. (If you have multiple devices with CHARGE Anywhere, select which device you want the transactions to be associated with using the dropdown menu.)
5. Click "Process Batch". (Wait a few moments for all transactions to be processed and once processed, you will see a listing of the results of each transaction.)
Recurring Database
Initiate a set number of sale transactions to be automatically processed against a customer's account within a scheduled time frame. (Recurring Database comes free for anyone merchant active with the CHARGE Anywhere for QuickBooks product. Otherwise, it is considered and add-on service.)
All active recurring payments will be listed at the bottom of the page. Along with the recurring transaction, you have the option to edit the recurring transaction, view the history, delete the recurring payment and process payment now.
Search Criteria: You may filter your search of the recurring database by Effective Date, Date Created, Frequency, Customer #, Active/Inactive, Company Name, Identification, Amount, Card Number, Invoice #.
Actions:
Recurring Emails Settings: Use the recurring emails settings to configure reminders or notifcations to either you or your customer that a recurring transaction will take place or has taken place.
Add Recurring Payment: Setup a recurring transaction.
Export Recurring Database: You are able to export the information in your recurring database 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")
